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Financial planners go back to school to shine spotlight on real world maths uses

Experts from Acumen Financial Planning went back to school recently to give pupils a math lesson with a difference. 

Aiming to equip the younger generation with financial literacy and knowledge, they gave insights into financial topics from understanding pay slips and budgeting, to workplace and personal pensions, income tax and national insurance. 

The financial planning team were welcomed into a variety of different maths classes with pupils ranging from S4 to S6 and taught as part of their National 4 and 5 Application of mathematics classes. They included Nicola Doohan Recruitment and Development Manager, Keith Mackie, Director, Chris Hewson Chartered Financial Planner, Charlotte Thomson Financial Planning Administrator, Andrew McRae Trainee Paraplanner, Emma Graham Financial Planning Administrator, Rhiain Hammond Marketing Executive and Andrew Masson Paraplanner. 

Kemnay Academy (l to r) Rhiain Hammond, Emma Graham, Chris Hewson and Nicola Doohan

They also gave insights into Acumen working life with a client case study and the pupils also discussed examples involving people in their 20s, their financial goals and objectives, as well as their attitudes towards money, budgeting and saving. 

To help engage the youngsters, these topics were presented through interactive quizzes, group discussions and videos from their financial education series which launched earlier this year. 

Nicola Doohan, Recruitment and Development Manager at Acumen Financial Planning said: “Acumen Financial Planning is passionate about educating younger generations about finance and ensuring they are fully equipped with financial knowledge when entering the world of work for the first time. Having worked with a variety of different schools previously, the financial group’s outreach work is continuing to assist young people in understanding day-to-day financial practices.” 

Elizabeth Mackenzie, a teacher at Kemnay Academy added: “We began working with Acumen in May 2022 with the aim of enhancing the finance unit of our National 5 Applications of Maths course for our S4, 5 and 6 pupils. We cannot thank Acumen enough for the impact they made with our pupils. 

“It was fantastic for our pupils to have the opportunity work together with experts from a variety of roles and levels within the financial planning industry who are all so passionate about their job. This brought real authenticity to the learning and helped our pupils see the benefit of the knowledge and skills that they are developing in Maths and that these are skills for learning, life and work. We look forward to continuing our work with Acumen to positively impact our pupils’ experiences here at Kemnay Academy.” 

Having worked with a variety of different schools previously, Acumen Financial Planning’s outreach work is continuing to assist young people in understanding day-to-day financial practices. 

Local schools interested in accessing the educational videos or for more details about recruitment opportunities can contact Nicola Doohan on 01224 392350 or opportunities@acumenfp.com  

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