Online courses for making the most of life!

  • Lifelong Financial Education
  • Planning Retirement – Lifestyle and Finance

Using e-learning technology to provide an interactive and enjoyable experience and based on our experience of delivering highly acclaimed ‘real world’ courses for thousands of delegates all around the UK.

 

Online Financial Education and Planning Retirement Training

Our online financial education and planning retirement training courses are written and designed in-house to be practical, concise and engaging. They are great as a stand-alone learning tool, as a pre-course requirement or to consolidate your previous learning. All courses can be tailored to meet your company’s specific requirements. 

 

Packages for Organisations Large & Small

We offer:  

  • Multiple licence purchases online
  • Corporate packages with discounts for more than 20 users
  • Options to use within your own Learning Management System
  • Bespoke developments to incorporate organisation information

 

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Welcome to Plan Online

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Online Courses
 for organisations and individuals

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Packages for Organisations Large & Small
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Being Better With Money:
Early Career Financial Education

Essentials of managing money & basic financial plans, buying your first home, budgeting, saving and much more.

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Making the Most of Your Money:
Mid-Career Financial Education

Helping you construct a realistic and effective financial plan to manage your incomings and outgoings as well as to improve your money habits and financial understanding.

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Planning Your Retirement Online:
Retirement Lifestyle & Finance Planning 

Every aspect of planning retirement lifestyle and finance. Helping you build a picture of the retirement you want, and helping you plan how to get there.


Planning For Retirement & Financial Education Course Demonstrations

View our short demonstrations for a flavour of what we provide.

We're an Organisation

Whether it's general financial education for specific cohorts of your whole workforce, or pre-retirement planning support for employees in a position to consider their retirement plans, we can support them with e-learning:

  • Either here via the web site or
  • Via your own Learning Management System
 

Our packages provide great value for money for the organisation.
All finance aspects are developed by Finance Professionals.

Want to know more?

Contact Us

I'm an Individual

You can purchase our courses online and get going immediately.


They are organised around a hub so you can select just those parts that are relevant to you right now and then return later to learn more or to refine your plans.

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