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Our Journey in Financial Education

Building bridges between complex financial concepts and practical understanding since 2019

Where We Started

Back in 2019, I found myself sitting in countless meetings where financial jargon flew around like confetti at a wedding. Everyone nodded along, but you could see the glazed looks—people were lost. That's when it hit me: we weren't just dealing with numbers; we were dealing with a communication gap that was costing businesses real money.

Starting Koad Forj felt like a natural evolution rather than a dramatic career shift. I'd spent years working in financial consulting, watching brilliant minds struggle with concepts that should be accessible to everyone. The "aha" moments when someone finally grasped cash flow analysis or risk assessment? Those moments became addictive.

What began as informal training sessions for colleagues has grown into something much bigger. We're not trying to turn everyone into chartered accountants—that's not the point. Instead, we focus on giving people the tools they need to make informed decisions, whether they're running a small business or managing their personal investments.

Our Mission

We exist to demystify financial analysis and make it genuinely useful for real people facing real decisions. Too many educational programs get caught up in theoretical frameworks that don't translate to Monday morning meetings.

Our approach centers on practical application. When someone completes our program, they don't just understand concepts—they can immediately apply what they've learned to their current situation.

  • Clear communication over industry jargon
  • Practical skills that work in real scenarios
  • Personalized learning that respects different backgrounds
  • Ongoing support beyond formal training

Looking Forward

Financial literacy shouldn't be a luxury reserved for those with economics degrees. We're working toward a future where understanding cash flow, risk assessment, and investment fundamentals is as common as basic computer skills.

The conversations happening in boardrooms and investment meetings should be accessible to anyone willing to learn. That's not about dumbing down complex topics—it's about teaching them properly.

By 2027, we want to have trained over 10,000 professionals across the UK, each equipped with practical financial analysis skills that directly impact their decision-making capabilities.

Meet Our Team

We're a small but focused group of financial professionals who believe in teaching practical skills over theoretical knowledge.

Sarah Mitchell

Founder & Lead Educator

Sarah brings 12 years of financial consulting experience to Koad Forj. She's worked with everyone from tech startups to established manufacturing companies, always focusing on making complex financial concepts genuinely understandable.

How We Work

Our approach is deliberately hands-on. We believe the best way to learn financial analysis is by working through real scenarios, not memorizing formulas. Every course includes case studies from actual businesses (anonymized, of course).

We're also big believers in ongoing relationships. Learning doesn't stop when a course ends—our participants often reach out months later with specific questions, and we're always happy to help.

3,200+ Professionals Trained

Across various industries throughout the UK since our founding

Institute of Financial Education Partner

Recognized curriculum development and training excellence

96% Completion Rate

Our practical approach keeps participants engaged throughout

Small Business Champion Award

Wolverhampton Chamber of Commerce recognition, 2023