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.
All workshops are CPD applicable.

1. Technology Updates

Next session Tuesday 29th October at 10am

This workshop will cover:

  • The latest changes to ebi’s adviser technology
Book your place

2. ebi’s Investment Philosophy

Next session Tuesday 5th November at 10am

This workshop will cover:

  • An evidence based approach
  • Factor investing
  • ESG
  • ebi Portfolio suites
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 Tuesday 12th November at 10am

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
Book your place

4. Moving a client from firm ‘x’ to ebi

Next session Tuesday 19th November at 10am

This workshop will cover:

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

5. Demonstrating the benefits of long term investing

Next session Tuesday 15th October at 10am

This workshop will cover:

  • The Vault
  • Core Data
  • Fact Sheets
  • Co-branding
Book your place

6. Cashflow & Risk Profiler

Next session Tuesday 22nd October at 10am

This workshop will cover:

  • Turnkey Program – Cashflow modelling
  • ebi’s Risk Profiler
Book your place

Check out our latest guest speaker events

Upcoming Events

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