Professional Investing Workshops & Training

Transform your Investing team with expert-led workshops. Learn proven Investing methodologies, improve Investing processes, and develop strong relationships with customers. Join 29 experienced Investing professionals for interactive training.

Why Choose Our Investing Workshops?

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

Expert-Led Training

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

Practical Learning

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

Virtual Accessibility

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

Comprehensive Curriculum

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

Team Development

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

Career Growth

Advance your Investing career with proven methodologies and best practices.

Investing Workshop Topics

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

Core Investing Skills

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

Advanced Investing Techniques

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

Expert Investing Workshop Hosts

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

Recommended Investing Books

Enhance your Investing knowledge with these carefully selected books.

The Intelligent Investor

The greatest investment advisor of the twentieth century, Benjamin Graham, taught and inspired people worldwide. Graham's philosophy of "value investing" -- which shields investors from substantial error and teaches them to develop long-term strategies -- has made The Intelligent Investor the stock market bible ever since its original publication in 1949. Over the years, market developments ha…

Get Good with Money: Ten Simple Steps to Becoming Financially Whole

Tiffany Aliche was a successful pre-school teacher with a healthy nest egg when a recession and advice from a shady advisor put her out of a job and into a huge financial hole. As she began to chart the path to her own financial rescue, the outline of her ten-step formula for attaining both financial security and peace of mind began to take shape. These principles have now helped more than one…

The Most Important Thing: Uncommon Sense for the Thoughtful Investor

Howard Marks, the chairman and cofounder of Oaktree Capital Management, is renowned for his insightful assessments of market opportunity and risk. After four decades spent ascending to the top of the investment management profession, he is today sought out by the world's leading value investors, and his client memos brim with insightful commentary and a time-tested, fundamental philosophy. Now…

Investing Training Courses

Complement your workshop learning with these comprehensive Investing courses.

5 Keys To Investing

Learn the 5 key principles and become a better investor in stocks, bonds, mutual funds, ETF, real estate, and more!

Cryptocurrency Investment Fundamentals | Buy, Sell & Store

This FREE top rated course teaches you the essential fundamentals of buying and investing into cryptocurrencies

A Layman's guide to the Financial Markets

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Frequently Asked Questions

Everything you need to know about our Investing 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 Investing 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 Investing 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 Investing 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?