ebi Member Workshops

Welcome to our ebi training workshops.
The workshops are on a rolling schedule and are designed for new firms to quickly get up to speed with all things ebi.

You will be joined by a select group of new members. Spaces are limited. Book your workshops below.

1. Making Your First Investment- The Essentials

Next session Thursday 1st May at 12pm

This workshop will cover:

  • Reliance on Others process
  • Platform implementation guide
  • Suitability templates
  • Vantage recommendation appendix
  • Branding the Vault & documents
Book your place

2. Investment Philosophy – Digging into each of the portfolio suites

Next session Thursday 27th March at 12pm

This workshop will cover:

  • Range of Portfolio Suites
  • Fund choices, due diligence process and portfolio construction
  • Factor investing
  • Rebalancing
Book your place

I have found all of these sessions so worthwhile,
both the content and the interaction. Dare I say, invaluable.

These partnerships are strengthening the business and my enthusiasm going forward.

Jon, Amersham

3. How to talk about an
evidence based approach

Next session Thursday 3rd April at 12pm

This workshop will cover:

  • The ‘never having to say you’re sorry’ approach to investment management
  • Using scripts with clients
  • The power of story telling
  • Sketches
  • Supplements
  • Making the complex simple
Book your place

4. The Vault- Technology Stack Part 1

Next session Thursday 10th April at 12pm

This workshop will cover:

  • Fact Sheets
  • Core Data
  • Branding the Vault & documents
  • Randomness of Returns
  • Portfolio exposure
  • Carbon Calculator
  • Branded animated video
  • Explore the Repository – Templates, Branded documents, Infographics, Market reviews and blogs
Book your place

5. The Vault- Technology Stack Part 2

Next session Thursday 17th April at 12pm

This workshop will cover:

  • InSight reports- your complete quantitative and qualitative analysis tool
  • Switch report- quantitative portfolio comparison tool
  • Cash Flow tool
  • Risk Profiler
Book your place

6. Sustainability

Next session Thursday 24th April at 12pm

This workshop will cover:

  • Overview of sustainable investment portfolio ranges and objectives
  • Deep dive into screening methodologies used across the ranges
  • Sustainable Development Goals V Sustainability Disclosure Requirements
  • Carbon calculator
  • Using ebi infographics to understand clients values
Book your place

Check out our latest guest speaker events

Upcoming Events

View Calendar