Build Your Financial Foundation
Join our comprehensive programme starting September 2025. Learn to calculate, track, and understand your net worth through practical exercises and real-world scenarios.
Request Programme DetailsWhat You'll Actually Learn
Asset Identification
We start with the basics. You'll learn to categorise your possessions, investments, and property holdings. Think of it as creating an honest inventory of what you own.
Liability Assessment
Debts aren't fun to look at, but understanding them matters. We'll examine mortgages, loans, and credit obligations in a straightforward way.
Calculation Methods
Here's where maths meets reality. You'll work through different approaches to calculating net worth, with exercises based on actual financial situations.
Tracking Systems
One calculation isn't enough. We'll set up systems you can use quarterly or annually to monitor changes and spot trends in your financial position.
Interpretation Skills
Numbers tell stories if you know how to read them. Learn what your net worth figures actually mean and how to use that information for planning.
Practical Applications
Theory meets practice in our final module. Work through case studies, troubleshoot common issues, and build confidence in your new skills.
Learning That Fits Your Schedule
Our autumn 2025 cohort runs for twelve weeks, with live sessions on Tuesday evenings. Can't make it? Each session is recorded and available within 24 hours.
Between sessions, you'll have access to worksheets, calculation templates, and a community forum where students share questions and insights. Some participants finish early, others take extra time—that's completely fine.
The programme includes four one-on-one consultations where you can discuss your specific situation privately. These typically happen in weeks 3, 6, 9, and 12, though we can adjust based on your needs.
Who's Teaching This?
Our instruction team brings practical experience from different corners of the financial sector. They've all worked directly with clients on net worth analysis and understand where people typically get stuck.
Callum Devereux
Lead Instructor
Spent fifteen years at accounting firms before switching to education. Callum designed our core curriculum and leads most live sessions.
Tamsin Voss
Practice Coach
Former wealth advisor who now focuses on teaching calculation methods. Tamsin handles the practical exercise sessions and troubleshooting.
Henrik Lindstrom
Technical Specialist
Banking background with expertise in complex asset structures. Henrik covers investment portfolios and property valuation methods.
Zara Penwright
Assessment Coordinator
Reviews student work and provides detailed feedback. Zara also conducts the private consultation sessions throughout the programme.
Programme Timeline
Our next cohort launches in September 2025 and runs through November. Applications close on 15th August 2025.
September 2025
Programme begins with orientation and foundation modules. First live session on 9th September. You'll complete your initial asset inventory during this phase.
October 2025
Deep work on calculation methods and liability assessment. Mid-programme check-in happens around 14th October. Most students complete their first full net worth statement this month.
November 2025
Focus shifts to tracking systems and interpretation. Final project presentations during the week of 18th November. Programme concludes on 25th November with optional networking session.