galytharionex Financial Planning Logo

Financial Learning Archive

Access our comprehensive collection of recorded financial education sessions, workshops, and expert discussions available for on-demand viewing

47 Recorded Sessions
12 Expert Instructors
850+ Learning Hours

Recent Archive Additions

Our latest recorded sessions from financial planning experts, covering everything from basic budgeting principles to advanced investment strategies. Each session includes downloadable resources and follow-up materials.

Recorded: March 2025

Retirement Planning Fundamentals

Presented by Marcus Kellaway

This 90-minute session breaks down the essential components of retirement planning, including pension optimization, ISA strategies, and timeline considerations for different age groups.

  • State pension entitlements and timing
  • Workplace pension maximization
  • ISA allocation strategies
  • Healthcare cost planning
Access Recording
Recorded: February 2025

Tax-Efficient Investment Approaches

Presented by Eleanor Vance

Understanding how different investment vehicles interact with UK tax legislation, including practical examples of tax-loss harvesting and capital gains management strategies.

  • CGT allowances and timing
  • Dividend tax considerations
  • SIPP vs ISA decisions
  • Offshore investment implications
Access Recording
Recorded: January 2025

Property Investment Analysis

Presented by Rashid Okonkwo

A detailed exploration of property investment mathematics, including yield calculations, mortgage structuring, and market cycle analysis for residential and commercial properties.

  • Gross vs net yield calculations
  • Mortgage product comparison
  • Market timing indicators
  • Portfolio diversification principles
Access Recording
Recorded: December 2024

Small Business Finance Management

Presented by Ingrid Thomsen

Cash flow management techniques for small business owners, covering invoicing systems, expense tracking, and growth financing options available in the current market.

  • Cash flow forecasting methods
  • Invoice financing options
  • Tax planning for businesses
  • Growth capital sources
Access Recording

Complete Resource Library

Beyond our recorded sessions, access downloadable guides, interactive worksheets, and supplementary materials that accompany each webinar. Everything you need to continue learning at your own pace.

Excel Templates

Pre-built spreadsheets for budgeting, investment tracking, and financial planning calculations

Checklists & Guides

Step-by-step action plans and reference materials for implementing strategies

Assessment Tools

Self-evaluation questionnaires to measure your financial knowledge and progress

Reading Lists

Curated book recommendations and additional resources for deeper learning

Browse Full Library

Having access to replay these sessions has been invaluable. I can pause, take notes, and revisit complex concepts until they really click. The supporting materials make it feel like having a personal finance tutor available whenever I need one.

Zara Blackwood
Marketing Director, Sheffield