Personal Finance Short Course

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About this course

What is the Personal Finance Short Course?

Aimed at increasing learners financial awareness and economic wellbeing, the Personal Finance Short Course accredits up to 60 hours of activity. 

The flexibility of ASDAN's Short Courses means they can be carried out in a variety of settings, over a time period to suit the individual or co-ordinating centre. Challenge descriptions can be interpreted and adapted according to the situation.

This Short Course can be completed using the student book or through Equitas, ASDAN’s digital learning platform.

Find out more about the differences between Short Course student books and Equitas in this information leaflet.

Learner age 13+, 14+, 14–16, 14–25, 16+, 16–19, 19+, Adults
Level (indicative for non-regulated courses) Entry 3, Level 1
Key Stage Key Stage 3, Key Stage 4, Key Stage 5
Education setting Mainstream school, Justice system (including youth offending), Further education, Community Education, EOTAS, PRU, Academy / Multi-academy trust, Voluntary sector, Training provider, Adult education, Independent school, Social services, Secondary
Guided learning hours 10–20 hours, 20–60 hours
Regulated Non-regulated course
Certification Externally certificated, digital or hard-copy (additional fee)
Location England, Wales, Scotland, Northern Ireland, International (including Channel Islands and Ireland)
UCAS points No UCAS points available
Available on Equitas No
Pathway Personal Effectiveness

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Who is it for?

Short Courses are widely used in formal and non-formal settings, for learners aged 13 and over. Although ASDAN’s Short Courses are designed for learners working at Entry level 3 to Level 1, they can be adapted for learners working above or below these levels. The focus is on completing challenges and developing skills. 

Facts and figures 

  • Flexible programmes of learning accessible to learners at a range of levels
  • Internally moderated
  • Accredits 10–60 hours of activities
  • Can count towards up to three credits for the Personal Development Programmes
  • Can support skills development for ASDAN’s Personal Effectiveness Qualifications and may contribute to recognition of prior learning where standards are met in full 

Requirements

Learners must present evidence of their activities in an organised portfolio or e-portfolio.

This will contain:

  • a record of challenges completed, with supporting evidence for each challenge
  • recording documents, showing how learners have planned and reviewed their activities
  • summary of achievement, highlighting skills development
  • personal statement

Course Content

The Personal Finance Short Course features five modules, covering:

  • Managing finances
  • Income and expenditure
  • Planning for the future
  • Making financial choices
  • International issues

Each learner will need their own copy of the Short Course student book or an e-portfolio login – this contains the challenge content and recording documents.

Download sample pages from the Personal Finance Short Course student book.

Supporting Resources

A quick guide to Short Courses is available to support the delivery of all ASDAN Short Courses. This document offers advice and guidance for tutors, including a step-by-step guide to delivery.

For guidance on running ASDAN Short Courses, please see our step-by-step guide:

ASDAN training events are delivered by experts to help your centre run our courses successfully. They provide an introduction to the course, along with guidance on delivery, assessment, and moderation processes.

Book training

All costs shown below are per learner, unless otherwise stated. Each learner will require their own copy of the student book or a login and registration on Equitas. Books and registrations purchased for Short Courses are valid for three years from the date of purchase.

Item Price
PSHE Short Course student book  £12
PSHE Short Course Equitas learner registration and digital learning platform login £12
PSHE Short Course printed and foiled certificate (optional, per learner, per Short Course) £3.75

Products can be purchased below.

Volume pricing for Equitas Short Courses

We're now offering scalable pricing on Equitas Short Courses.

  • 1–9 learners: £12 per registration
  • 10–19 learners: £8 per registration
  • 20–29 learners: £6 per registration
  • 30+ learners: £4 per registration

This pricing applies only to new registrations made together in a single transaction for the same Equitas Short Course.

Products

Course resources

Personal Finance Short Course - 1A3: Pay packets

This worksheet can be used to support challenge 1A3 of the Personal Finance Short Course. Learners are asked to find out the meaning of pay-related terms and explain them in their own words.

Personal Finance Short Course - 1B2: Cost of living

This worksheet can be used to support challenge 1B2 of the Personal Finance Short Course. Learners are asked to find out the cost of living in different types of accommodation.

Personal Finance Short Course - 2A4: Monthly budget

This worksheet can be used to support challenge 2A4 of the Personal Finance Short Course. It provides a template for a monthly budget and an example of a completed budget.

Personal Finance Short Course - 2A9: Plastic cards

This worksheet can be used to support challenge 2A9 of the Personal Finance Short Course. Learners are asked to find out about the different types of plastic cards.

Personal Finance Short Course - 4A6: Holidays

This worksheet can be used to support challenge 4A6 of the Personal Finance Short Course. Learners are asked to research the costs of a holiday for a family of four.

Evaluation chart (individual)

This evaluation chart can be used by learners to evaluate a six-week individual activity. Learners are asked to mark on the graph each week to show what they did and how they felt; at the end of the project the learner should join up the marks to give a picture of the whole activity. This resource is particularly suited to challenges in Short Courses, Personal Development Programmes (Bronze, Silver, Gold), CoPE and Wider Key Skills.

Evaluation chart (group)

This evaluation chart can be used by learners to evaluate a six-week group activity. Each member of the group should choose a different colour and mark on the graph each week to show what they did and how they felt. At the end of the project, each group member then joins up their marks to give a picture of the whole activity. This resource is particularly suited to challenges in Short Courses, Personal Development Programmes (Bronze, Silver, Gold), CoPE and Wider Key Skills.

Planning a group or team task

This resource can be used when planning a group or team task. It links particularly well to ASDAN's Short Course programmes.

Self-evaluation template

This generic self-evaluation template can be used by learners to evaluate almost any group activity. Learners are asked to record how they felt about the activity and pick out the best and worst bits, before reflecting on what they could do better next time. This resource is particularly suited to challenges in Short Courses, Personal Development Programmes (Bronze, Silver, Gold), CoPE and Wider Key Skills.

Teamwork health check

This generic teamwork health check template can support a wide range of group activities. Learners are asked to come up with a list of agreed ground rules for good teamwork, then rate each group member's performance against these criteria. This resource is particularly suited to challenges in Short Courses, Personal Development Programmes (Bronze, Silver, Gold), CoPE and Wider Key Skills.

Progression pathway
Mathematics Short Course
Living Independently Short Course
Lifeskills Challenge