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Financial capability resource topics

Under each topic heading you will find ready-made session packs including trainer notes and handouts. The bite-size activities that make up each session pack are also available to download and use separately.   

Banking

Foundational banking

This session is made up of the following activities:

Basic banking

This session is made up of the following activities:

Intermediate banking

This session is made up of the following activities:

Advanced banking

This session is made up of the following activities:

Bank statement walkthroughs

Budgeting

Foundational budgeting

This session is made up of the following activities:

Basic budgeting

This session is made up of the following activities:

Intermediate budgeting without numeracy

This session is made up of the following activities:

Intermediate budgeting with numeracy

This session is made up of the following activities:

Advanced budgeting

This session is made up of the following activities:

Council Tax Walkthrough

Credit

Basic credit without numeracy

This session is made up of the following activities:

Basic credit with numeracy

This session is made up of the following activities:

Intermediate credit

This session is made up of the following activities:

Advanced credit with APR

This session is made up of the following activities:

Advanced credit without APR

This session is made up of the following activities:

Debt

Basic debt

This session is made up of the following activities:

Advanced debt

This session is made up of the following activities:

In partnership with the debt quality team, we are also hosting their popular tipsheet below as an editable PDF: don't forget to fill in the details for your local area on the editable fields before printing or emailing it!

Energy and water

Basic energy and water

This session is made up of the following activities:

Advanced energy and water

This session is made up of the following activities:

Energy bill walkthroughs

Water bill walkthroughs

Insurance

This session is made up of the following activities:

Jobs and employment

This session is made up of the following activities:

Saving

Basic saving

This session is made up of the following activities:

Advanced saving

This session is made up of the following activities: