Financial Education Planning Frameworks

We all interact with money on a regular basis and whatever we do with it we need to manage it well.

We have developed two frameworks which aim to support the planning, teaching, and progression of financial education by setting out the key areas of financial knowledge, skills and attitudes, across four core themes:

  • how to manage money
  • becoming a critical consumer
  • managing risks and emotions associated with money
  • understanding the important role money plays in our lives.

They are designed to help you deliver financial education flexibly across your curriculum in citizenship, PSHE education, maths and beyond. They are not intended to be used rigidly, and you may need to draw on ideas from other ages depending on the needs of your pupils.

Download your copies now and get planning!

They can be used in a number of ways, for example to;

  • gauge students’ starting points for financial education
  • identify learning outcomes for lessons and schemes of work
  • map existing provision and identify gaps
  • plan for progression between ages and key stages.

A Shared Vision

The Frameworks were updated in Summer 2018, and we are delighted to be presenting them, for the very first time, as a collaborative framework supported by all members of the Youth Financial Capability Group (YFCG). YFCG members are all involved in the financial capability of children and young people in support of the Financial Capability Strategy for the UK.

Need help with financial education, or using the frameworks?

Call or email our free Advisory Service for practical advice and guidance about teaching children and young people about money. Our experienced advisors can talk you through some of the ways the planning framework can be used within school or other settings, they can also help you identify starting points for delivery, assist with curriculum planning, and identify resources and activities suitable for your young people.

There are a whole host of resources available to help you deliver effective and engaging financial education activities in the classroom and beyond.

We also run a programme of regional teacher training events for financial education. These provide support and guidance from one of our education consultants on ways in which your school can develop and deliver engaging and effective financial education appropriate to the needs of your students.