Introductory Training
Financial Education Professionals offers two series of workshops aimed at providing foundation knowledge in financial services and financial markets. These short (3-hour) and targeted workshops are aimed at demystifying aspects of financial services without technical over-kill.
Financial Services 101
These workshops are designed to provide broad foundation knowledge and introductory concepts for people who work within and around financial services, but do not require in depth technical knowledge.
Once a candidate undertakes the Core Module, they can then choose electives modules to broaden their knowledge into specific aspect of financial services. In addition, we can develop a tailored module to work with your existing training and business model.
There are no assessments and each 3-hour workshop carries 3 CPE points.
Financial Markets 101
A series of short [3-hour], targeted financial markets workshops which provide a broad understanding of various aspects of financial markets including equities, managed investments, debt, derivatives and much more.
Each 3-hour workshop carries 3 CPE points.
