Finance Training & Workshops can help you reach out by providing the tools and resources needed to deliver financial education information to peoples. It provides a level of focus and specialization that you can use to be more comfortable, more efficient, and more effective in your work. Here, you have access to workshops, tools, and other resources that can be used separately or together to empower people to make the best financial decisions for their values and unique circumstances.

We have developed modules specific to each area of work. Some of them are:

  • Finance for Non-finance
  • Basics of Financial analysis: The income statement, balance sheet and cash flow statement
  • Time Value of Money and its applications
  • Fixed income: Basic concepts
  • Fixed income: Analysis and valuation
  • Equity: Securities markets
  • Equity: Industry and company analysis
Finance training workshop
  • Equity: Technical analysis
  • Portfolio management
  • Derivative investments
  • Risk Management
  • Financial Planning/Estate Planning
  • Applications of Excel in Finance
  • Wealth Management
finance training workshop