Financing your career change toolkit

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Are concerns about money holding you back from making a career change?

The Financing your career change toolkit is brought to you in partnership with Careershifters and supported by longer lives think tank Phoenix Insights. Drawing on research, real life experiences from thousands of career changers and experts, this toolkit has been specially designed to help you get clear, feel more confident and more equipped about the money aspect of your career change. While there’s no one-size-fits all solution, we hope you’ll take away some suggestions to help you figure out the best approach for you.

What's the best way for me to finance my career change quiz

Based on your answers, we’ll make some recommendations about approaches you might want to consider.

  • It’s quick,
  • It's anonymous,
  • It's free.
Go to Quiz

Decision tree

Understand your best next steps with financing your career change. Our tool will simplify your decision-making process by breaking down the different paths of action available and the potential outcomes involved.

Download our decision tree

Masterclass Part 1

Led by an expert panel , Masterclass Part 1 focuses on overcoming the emotional obstacles of finance and career change.

This session will:
  • Explore your attitudes to money and tackle the emotional barriers we often have around finance, debunking the myths and tackling limiting beliefs.
  • Leave you feeling more equipped and confident about how to finance your shift.
Download Masterclass Summary Sheet Part 1
Download Masterclass Summary Sheet Part 2

Masterclass Part 2

Our expert panel focus on overcoming the practical obstacles of finance and career change.
This session will:
  • Guide you through and unpick common barriers which may be keeping you stuck.
  • Leave you feeling more equipped and confident about how to finance your career shift and offer practical strategies to get you started.
  • Offer practical strategies and tips to get you started.

Handbook: 8 Practical ways to finance your career change

Drawing on the work done by Careershifters with thousands of its clients, this booklet will provide you with the top 8 practical ways successful career changers have financed their shifts.
Download handbook

Career Change Budget Calculator

This budget calculator is designed specifically with carer changers in mind and will help you gain clarity in 4 specific areas:

  • Your current financial situation
  • What you will need to earn as a minimum in your next career, to manage essential expenditure
  • What your projected finances will look like after you’ve made a shift
  • What additional finance, if any, you will need to make your career change

The Budget Calculator is an Excel workbook.
Note: We recommend enabling macros when you open the workbook, but you’ll still be able to use it if you’re not able to do so.

Do my budget
Career Shifters

About Careershifters

Life’s too short to be unhappy at work. We help bright, motivated people
who want (or need) to change careers find and move into more fulfilling
work. We do this through workshops, courses, free resources and a
180,000+ strong community

Our work has been featured across international media including The Times, The Financial Times, The Guardian, BBC, CNBC and Mashable.

We’re an award-winning certified B Corporation, run by a team who’ve each made their own successful shifts.

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