Basic Financial Advice for the Upper School

Subject: Citizenship
Level: Secondary
Age Group: 14 - 16
Order Number: 3111

At last! Basic Financial Advice for the Upper School

With the Institute for Public Policy and Research and the DFES pushing for financial advice to be included in Citizenship classes, this resource was written to engender in young people a mature, informed view on both money matters and adult life itself.

As a fully qualified financial adviser with 14 years experience, the author of this resource was amazed to find on entering the world of education a lack of advice and instruction on the subject of 'money matters'. Eager to impart to students the benefits of his knowledge in a humorously illustrated easily understood and down to earth form of wording 'At last!' might actually be unique in its content and format. It is aimed primarily at level-headed students in possession of a mature disposition though experience suggests that all types become enthusiastic and amazingly genuine in their comments and questioning. Students are taken through the process of opening a current account and duly handling cheques, debit card and the dreaded credit card! There is a section explaining both the reasons for the mechanics of the UK income tax system; information on 'everyday' household expenses and how to ensure they are regularly paid; an explanation of direct debits versus standing orders plus an important, in depth chapter on the life assurance industry and its value. For students contemplating a career in financial services, this resource will undoubtedly provide them with a valuable 'springboard' and an enormous advantage at interview.