HSBC Finance Certificate Modules

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

Module 4 – Savings and Investing

Knowing where to start with saving and investing can feel daunting, this module helps put you in touch with your short, medium and long-term goals as well as build an understanding of your risk appetite.

Lesson 8 – Savings

With increasing costs and demands on our time, working towards our savings goals can feel out of reach. This session focuses on the different types of savings products and how compound interest can accelerate achievement of our saving goals.

Lesson 9 – Investing

At a time when our money needs to work harder to achieve our financial goals, this session introduces the world of investing and explores common types of investment and how to minimise the risk of investing.

Lesson 9 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 4 assessment form.

Feedback will be provided to each pupil and school.