Professional Finance Workshops & Training

Transform your Finance team with expert-led workshops. Learn proven Finance methodologies, improve Finance processes, and develop strong relationships with customers. Join 39 experienced Finance professionals for interactive training.

Why Choose Our Finance Workshops?

Our workshops are designed to help Finance teams and professionals develop essential skills and improve their Finance process.

Expert-Led Training

Learn from experienced Finance professionals who have mastered the art of building strong relationships and closing deals.

Practical Learning

Gain real-world Finance experiences through interactive exercises and role-playing scenarios.

Virtual Accessibility

Access professional Finance training from anywhere with our virtual workshop format.

Comprehensive Curriculum

Cover essential Finance skills, from customer insights to closing techniques.

Team Development

Perfect for Finance managers looking to develop their team's capabilities.

Career Growth

Advance your Finance career with proven methodologies and best practices.

Finance Workshop Topics

Our workshops cover essential aspects of professional Finance to help you and your team succeed.

Core Finance Skills

  • Effective Finance conversations
  • Building strong relationships
  • Understanding customer insights

Advanced Finance Techniques

  • Finance methodology mastery
  • Virtual selling strategies
  • Finance cycle optimization

Expert Finance Workshop Hosts

Our workshop hosts are experienced Finance professionals who have mastered the art of building strong relationships and closing deals. They bring real-world Finance experiences to help you develop essential Finance skills.

Recommended Finance Books

Enhance your Finance knowledge with these carefully selected books.

Narrative Economics: How Stories Go Viral and Drive Major Economic Events

In a world in which internet troll farms attempt to influence foreign elections, can we afford to ignore the power of viral stories to affect economies? In this groundbreaking book, Nobel Prize–winning economist and New York Times bestselling author Robert Shiller offers a new way to think about the economy and economic change. Using a rich array of historical examples and data, Shiller argues…

The Great Depression: A Diary

This collection of those entries reveals another side of the Great Depression—one lived through by ordinary, middle-class Americans, who on a daily basis grappled with a swiftly changing economy coupled with anxiety about the unknown future.

Capital Ideas: The Improbable Origins of Modern Wall Street

Book overview. Capital Ideas traces the origins of modern Wall Street, from the pioneering work of early scholars and the development of new theories in risk, valuation, and investment returns, to the actual implementation of these theories in the real world of investment management.

Finance Training Courses

Complement your workshop learning with these comprehensive Finance courses.

Introduction to Finance, Accounting, Modeling and Valuation

Learn Finance & Accounting from Scratch by an Award Winning MBA Professor, Ivy Grad, worked @ Goldman & VC

Finance for Non-Finance: Learn Quick and Easy

Obtain Suplemental Skills to Get a Raise, Better Job or Improve Your Own Business

Learn and Master the Basics of Finance

Finance for Non-Finance Professionals

Frequently Asked Questions

Everything you need to know about our Finance workshops.

Workshop Details

How do I book a workshop?
Click the "Book a session" button on the host's profile page to schedule your workshop.
What's the workshop duration?
Most Finance workshops are 1-2 hours long, with time for Q&A and interactive exercises.
Can I book for my team?
Yes, you can book workshops for your entire Finance team with special group rates available.

Pricing & Logistics

What's included in the price?
Workshop materials, interactive exercises, and post-workshop resources are all included.
How are workshops delivered?
All workshops are delivered virtually, making them accessible to Finance teams worldwide.
What's the cancellation policy?
Free cancellation up to 24 hours before the workshop start time.

Still not convinced?
Don’t just take our word for it

We’ve already delivered 1-on-1 mentorship to thousands of students, professionals, managers and executives. Even better, they’ve left an average rating of 4.9 out of 5 for our mentors.

Find a workshop host
  • "Naz is an amazing person and a wonderful mentor. She is supportive and knowledgeable with extensive practical experience. Having been a manager at Netflix, she also knows a ton about working with teams at scale. Highly recommended."

  • "Brandon has been supporting me with a software engineering job hunt and has provided amazing value with his industry knowledge, tips unique to my situation and support as I prepared for my interviews and applications."

  • "Sandrina helped me improve as an engineer. Looking back, I took a huge step, beyond my expectations."

Ready to see what mentorship can do for you?