HSBC Finance Certificate Modules

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

Module 2 – Financial Planning and Budgeting

Adult life brings many opportunities but keeping track of your finances can be a challenge, this module focuses on how to build a budget and stick to it.

Lesson 3 – Budgeting

Living independently can be a lot of fun but it’s essential to be on top of your finances. This session helps to build an understanding of budgeting and the importance of building up an emergency fund.

Lesson 4 – Financial Planning

When it comes to money it’s tempting to live in ‘today’, to have it all now. This lesson navigates the world of financial planning and why it’s important to protect your budget from life events outside of our control.

Lesson 4 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 2 assessment form.

Feedback will be provided to each pupil and school.