Understanding investments can feel like learning a different language. Industry terminology, complex concepts and ever-changing markets might be second nature to investment professionals but can make it difficult to understand for those not in the investment community.
At Rathbones, we believe in education to enhance your understanding of the world of wealth management. Once you understand your money, you are better equipped to make informed decisions.
That's why we're pleased to offer free, online courses that provide the clarity and knowledge you need to take control of your wealth with confidence.
General Financial Awareness Course
Our general awareness course is designed for anyone who wants to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. Our investment managers demystify the jargon and explain in plain English how these investments work and why you may wish to select them.
Register for an upcoming online course
General Financial Awareness Course
What does the course cover?
Why invest?
The consequences of investing versus staying in cash, compound returns, inflation and the cost of living.
Asset classes
From simple cash deposits to more complex investments, we consider how each asset class works in practice.
Risk and reward
Delving into financial jargon and what risk could mean for different types of investor.
How to invest
Exploring the many ways to invest and services to select from.
An introduction to financial planning
Understand financial planning basics and how engaging the right professional can bring about positive outcomes in meeting your long-term plans and aspirations.
Young Adults Financial Awareness Course
Delivered by Rathbones’ investment managers, this course is crafted to empower 16 to 25 year olds with the knowledge and confidence to manage their money and build a secure financial foundation as they enter adulthood.
Register for an upcoming online course
Young Adults Financial Awareness Courses
What does the course cover?
Financing your life
The cost of meeting your life aspirations: house, children, education and retirement, and how to then finance them.
Looking at the next decade
Financing university, buying your first home, banks and mortgages, and credit and debit cards.
An introduction to investing
Risk vs. reward and equities.
Careers
The City and how it works, fund management, and interview advice.
Questions?
Please contact course administrator Laura Martin at laura.martin@rathbones.com.
Female Financial Awareness Course
This course is specifically designed to give women the confidence and knowledge to take ownership of their financial journey. Led by female investment managers at Rathbones, it creates a supportive environment where women can learn, ask questions freely, and focus on the financial goals that matter most to them.
This course helps build the skills to make financial decisions with clarity and independence - whether that’s planning for your future, managing family wealth, or simply feeling more secure about your money. With 56% of married women currently leaving investment decisions to their husbands, we want to change the narrative by equipping more women with the tools to shape their own financial future.
Register for an upcoming online course
Female Financial Awareness Course
What does the course cover?
Why invest?
The consequences of investing versus staying in cash, compound returns, inflation and the cost of living.
Asset classes
From simple cash deposits to complex private equity investments, we consider how each asset class works in practice.
Risk and reward
Delving into financial jargon and getting clarity when considering what risk could mean for different types of investor.
How to invest
The many ways to invest and the different services to select from.
An introduction to financial planning
The financial planning basics and how engaging the right professional can bring about positive outcomes in meeting your long-term plans and aspirations.
Questions?
Please contact course administrator Sharon Ryan at sharon.ryan@rathbones.com.
