Skip to content

Centre of Excellence in Financial Education

In June 2025, Phoenix achieved an accreditation from Young Enterprise, as a school that is a centre of excellence in financial education. We have worked hard over the last 2 years to adapt our curriculum to ensure our children benefit from a range of different educational opportunities to expand their understanding of money and the wider implications of financial confidence. Through our maths curriculum (White Rose Maths), our PSHE curriculum (Jigsaw), and a range of planned activities delivered in our foundation subjects; children learn about all aspects of finance, including differing attitudes to money across different religions.

We have enriched our financial curriculum with trips, such as Metro Bank and Little Land and through our whole school celebration of My Money Week each year. Additionally we have termly assemblies about different areas of the financial education framework, which have included jobs and salaries, being discerning consumers and foreign currencies.

Comments from our assessors about our curriculum:

Leadership and Management
As a school you have presented a very clear overview of your journey in financial education which is to be
commended. It is particularly pleasing to see the level of involvement of your link governor in the monitoring
and development of financial education. You also have a very detailed action plan which you have used to
good effect keeping developments on track.
You are clearly committed to enabling your pupils to develop life skills in managing money and finance."

 

"Teaching and Learning

You have shown good evidence of learning using a wide selection of bespoke, inhouse and published
resources. Great examples from, for example, Money Sense, Twinkl, Raspberry Pi Foundation (National
Centre for Computing Education), and the bespoke lessons exploring financial themes through practical
scenarios e.g. planning a holiday, the Lego Planes Challenge, and going to university. These show a good
range of interactive, applied, scenario/real-life-based, applied and enterprising learning.
Your financial champion has considered carefully how to teach about money to ensure that all pupils
regardless of circumstance can feel comfortable, supported and engaged, these are detailed in your
comprehensive Diversity and Inclusion log."

 

"Sharing Financial Education
You have already shown some good evidence of reaching out to the community such as your work with
parents and involving them in teaching sessions such as the geography work. It will be great to see more of
the family learning sessions that you are planning, as they have proved to be a very successful way of
engaging parents and furthering financial education learning."