HSBC Finance Certificate Modules

Information about the modules and lessons for the HSBC UK Smart Money Programme.

Module 1 - Income and money

An introduction to the basics of:

  • personal finances
  • exploring income
  • tax
  • money management
  • finding value

Lesson 1 – Income and Tax

This session helps young people to navigate the world of personal finance. Explore the different ways we can earn an income and which types of tax we might encounter through our lives.

Lesson 2 – Money and Value

Continuing this introductory module covering the world of personal finance, this session explores value. Having looked at income, the next step is to explore the different ways we can manage our money including keeping value for money in mind as a consumer.

Lesson 2 will be delivered by HSBC's Financial Education Team. Dates for HSBC to do this can be included on the booking form.

Assessment form

Module 1 assessment form.

Feedback will be provided to each pupil and school.