Financial Wellbeing
For professional UK millennials
If you’re unsure where to start or how to invest, this is for you!
It provides practical, clear and structured learning – so you can take control of your finances
No finance bro’s, only finance ho’s 😉
with 99 lessons <3mins long to provide bite-size learning
Practical downloadable activities to help you
Quizzes to aid your understanding
Ensures this course is most relevant for you
Pre-recorded lessons so you can go at your own pace
1. Welcome
2. What is investing and why invest
3. What can you invest in
4. Financial markets and the economy
5. The key principals of investing
6. Understand your risk appetite
7. How much should I invest
8. Different investment funds and ready-made portfolios
9. Evaluating investment funds and ready-made portfolios
10. What type of investment account do you need
11. Reviewing and picking an investment platform
12. First time investor top tips
This is a digital educational product, not financial advice.
We are not regulated by the FCA and do not provide personalised investment recommendations.
Once you purchase and access the course or digital downloads, you lose your statutory right to cancel.
We do not guarantee results or investment performance.
Access is for individual use only — sharing or redistribution is not permitted.
A full copy of our Digital Products & Course Terms & Conditions is available [here].
we are twins, Sarah and Laura. We are passionate about helping you improve your financial wellbeing and make your money work for you.
Sarah has worked in Financial Services since graduating from Oxford 10 years ago, and has worked with most UK retail banks and a couple of investment banks.
Laura, has an MSc in Finance (came top of her year!), is a Chartered Financial Analyst (CFA) and has experience in Banks, Technology, and Asset Management
We have both been investing for many years and are keen to pass on the knowledge, cut out jargon and help make finance accessible.
We would love for you to join Copper Coin Club!