Our Courses and Workshops

A structured curriculum covering the personal finance topics that matter most when you are starting out. Available as workshops, webinars and written materials.

Start here if you are new to personal finance

These courses cover core concepts that form the basis for all other financial decisions. No prior knowledge needed.

Foundation

Money Basics: Income, Expenses and Cash Flow

A clear introduction to how money moves through your life. Covers income types, fixed and variable expenses, and the concept of cash flow as a foundation for all financial planning.

Types of income and how they differ
Fixed vs variable expenses explained
Understanding cash flow surplus and deficit
Practical cash flow worksheet included
Foundation

Building a Monthly Budget That Works

Hands-on workshop where you build a real monthly budget during the session. Covers common budgeting approaches, how to handle irregular income and how to adjust when circumstances change.

Envelope, zero-based and percentage methods
Handling irregular or variable income
Identifying and reducing unnecessary spending
Budgeting tools and templates provided
Foundation

Your First Emergency Fund

Why an emergency fund matters, how large it should be relative to your situation and how to build one even when money feels tight. Includes a practical savings plan you complete during the session.

What counts as a financial emergency
Sizing your fund to your actual risk
Where to keep an emergency fund in Poland
Building savings on a limited income

Build on the basics with deeper topics

These sessions go further into specific areas of personal finance that become relevant as your financial life grows in complexity.

Intermediate

Understanding Credit in Poland

A thorough look at how the Polish credit system works. Covers BIK, credit scoring, what lenders assess and how to use credit tools responsibly without creating problems down the line.

How BIK and credit scoring works in Poland
Reading and understanding your credit report
Credit cards, consumer loans and overdrafts
Responsible borrowing and warning signs
Intermediate

Tax Basics for Young Employees and Freelancers

An accessible introduction to the Polish tax system relevant to young adults. Covers employment contracts, self-employment options, PIT filing and common deductions available to individuals.

UoP, B2B and other employment arrangements
How PIT is calculated and filed
Common deductions and tax reliefs
ZUS contributions explained simply
Intermediate

Introduction to Saving and Investing

Covers the spectrum from savings accounts and government bonds through to basic investment concepts. Designed to give beginners a clear map of options without advocating specific products.

Savings accounts and interest rates in Poland
Government bonds as a savings tool
Overview of investment funds and ETFs
Understanding risk and time horizon

Institutional and group programmes: If you represent a university, employer or youth organisation interested in providing financial education to a group, we offer tailored programmes designed around your specific context. Contact us to discuss what a programme for your organisation could look like.