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. Advisers, support staff & paraplanners,
ebi quick tour

Next session Tuesday 9th January at 10am

This workshop will cover:

  • Intro to the dashboard and The Vault
  • Platform implementation
  • Reliance on Others process
  • Consumer Duty support

2. ebi’s Investment Philosophy

Next session Tuesday 16th January at 10am

This workshop will cover:

  • An evidence based approach
  • Factor investing
  • ESG
  • ebi Portfolio suites

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 – with Sam Adams

Next session Tuesday 28th November at 2 PM

This workshop will cover:

  • How to explain what an ‘evidence-based approach’ is to a client
  • Why factor/ evidence-based investing makes sense over traditional passive
  • How and what adds value to a client

4. Switching pack

Next session Tuesday 5th December at 10am

This workshop will cover:

  • Presenting to the client
  • ‘InSight’ reports
  • Switching letter examples
  • Suitability suggested wording

5. ebi Tools

Next session Tuesday 12th December at 10am

This workshop will cover:

  • The Vault
  • Core Data
  • Fact Sheets
  • Co-branding

6. Cashflow & Risk Profiler

Next session Tuesday 19th December at 10am

This workshop will cover:

  • Turnkey Program – Cashflow modelling
  • ebi’s Risk Profiler

Check out our latest guest speaker events

Upcoming Events