UK Money Fundamentals
A beginner-friendly course covering everything you need to understand about money in the UK, from income and expenses to ISAs, pensions, tax, debt strategies, and building financial resilience.
How Money Works
The four pillars of personal finance, income, expenses, assets, and liabilities, and how they determine your financial health.
Understanding APR & Interest
What APR actually means, how daily interest is calculated on credit products, and why the stated rate is not always the rate you pay.
What Is an ISA?
A guide to Individual Savings Accounts, the UK's main tax-free savings and investment wrapper, including Cash ISAs, Stocks & Shares ISAs, LISAs, and the latest rule changes.
Pensions Basics (UK)
How UK pensions work, workplace pensions, SIPPs, auto-enrolment, tax relief at different rates, and the key allowances you need to know.
UK Tax Year & Allowances
How the UK tax year works, the key allowances and tax bands for income tax and National Insurance, and the Self Assessment deadlines you need to know.
Debt Payoff Strategies
Three proven approaches to paying off debt, avalanche, snowball, and hybrid, plus when to use balance transfers and debt consolidation.
Open Banking Explained
What Open Banking is, how it is regulated, what data it shares, and how CoreFi uses it securely to give you a complete financial picture.
Building an Emergency Fund
How much to save, where to keep it, and a practical plan for building an emergency fund from zero.
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Disclaimer: Educational content only. Not financial, tax, or legal advice. CoreFi is not authorised or regulated by the FCA. Consult a qualified professional for personalised guidance.