Financial Literacy For All

For 2025, we are in London, UK conducting public and private workshops and awareness talks about the importance of financial literacy for gender empowerment and independence.

The Challenge

Worldwide, just 1-in-3 adults show an understanding of basic financial concepts. Although financial literacy is higher among the wealthy, well educated, and those who use financial services, it is clear that billions of people are unprepared to deal with rapid changes in the financial landscape. Credit products, many of which carry high interest rates and complex terms, are becoming more readily available.

Governments are pushing to increase financial inclusion by boosting access to bank accounts and other financial services but, unless people have the necessary financial skills, these opportunities can easily lead to high debt, mortgage defaults, or insolvency. This is especially true for women, the poor, and the less educated—all of whom suffer from low financial literacy and are frequently the target of government programs to expand financial inclusion.

Source: Financial Literacy Around the World: Insights from the Standard & Poor's Rating Services Global Financial Literacy Survey. Klapper, Lusardi and Oudheusden

Social Benefits of Financial Literacy

Financial stability soothes marital stress and decreases divorce rates.
Financial education helps a society because it helps people meet their basic needs.
Financial education reduces crime.
Financially literate people are better equipped to help others.
More personal financial stability can lead to fewer wars and financial planning can even lead to world peace.

Source: The Societal Benefits of Financial Literacy. FAMag.com. David G. Strege.

Wealth Angels Social Education Initiative

An Inclusive Society For All

Wealth Angels is a social education initiative created by PI Founding Director and Treasurer, Rebecca Ellis. The curriculum delivers quality financial education and is adapted for specific targeted sectors that need it most. The purpose of the initiative is to contribute to building an equitable, inclusive society for all, delivering quality education where it is needed most.

The Wealth Angels MoneyWise programme delivers UN SDG 4 vocational training with a priority to support gender balance, youth and the under-privileged.

Programmes are delivered in person or online. For adult participants, the programme is delivered by an internationally qualified independent wealth advisor.

Trainer ratio

1:10.

Programmes are segment-specific

- Schools (Teacher Training)

- (Financial) Wellness for Employees

- 15-24 Young Adults

- Family

- Parents

- Community Leaders (Train the Leader)

Project Objectives

To identify and secure quality community service delivery partners.
To fund and grow Wealth Angels MoneyWise through diversity equity inclusivity (DEI) initiatives through corporate partners.
To fund and grow Wealth Angels MoneyWise through corporate social responsibility (CSR) initiatives through corporate partners.
To reach students and young adults through schools and extra curriculum activities (ECA).

Resources

Downloadable Information

For Schools

Financial education is already part of the school curriculum in the UK and other European countries. However, educators have raised concerns about its adequacy. Research shows that a child's attitude to money is already embedded into their mindset by the age of seven. Starting children's money education as young as five can have a positive impact on children's future financial literacy and stability. In the UK, financial organisations and charities have called for the House of Lords for more support to be made in delivering financial education.

Learn more about why it is necessary for schools to do more to integrate financial literacy into the curriculum.

For Charities

We work with licensed charities to delivery our programmes into their communities.

Learn about how we are working with Kangemi Resource Centre in Nairobi.

For Employers

The benefits of financial fluency across your employee population are extensive. Individuals and employers lose billions due to lost productivity, absenteeism, and higher healthcare costs due to an employee’s financial stress.

The DEI Case for Financial Wellness

A PDF slide deck explaining importance of financial literacy for employee wellbeing and how it contributes to the organisation's diversity, equity and inclusion efforts.

For Brand Impact

We offer infinite ways you can show your brand cares about its social impact. Through our growing network of vetted service delivery partners, we ensure your social impact is delivered and reported on in accordance to the UN impact monitoring and measurement standards.

Explore brand sponsorship opportunities

Research Papers

Financial Literacy Around the World: Leora Klapper, World Bank Development Research Group
Annamaria Lusardi, The George Washington University School of Business Peter van Oudheusden,
World Bank Development Research Group

Insights from the Standard & Poor's ratings services global financial literacy survey.

Downloadable PDF

The Societal Benefits of Financial Literacy

Online printable article by FA Magazine

About the Founder, Rebecca Ellis

Download Rebecca Ellis' Speaker Deck

Wealth Angels MoneyWise Testimonials

"My daughter trialed a financial awareness course which is designed at helping children learn about money and which will give them a sounder foundation for making smarter monetary choices going forward in their life." - Z.C., London

"From a parents perspective we found the course content very comprehensive, well structured and well presented. It also seemed accessible to people from all walks of life and of different ages." - Y.C., Dubai

"We loved how the online classes get the whole family involved!" R.E. Dubai

"Our daughter really enjoyed the course and found the content interesting and engaging. She particularly liked role playing tasks that helped her come to grips with real-life scenarios in which she would have to make financial decisions." Anon, Dubai

"Our 6 year old keeps asked when the next money class will be, she really enjoys the activities and role play." R.L., London