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. Advisers, support staff & paraplanners,
ebi quick tour

Next session Tuesday 25th June 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 2nd July 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

Next session Tuesday 28th May 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

4. Switching pack

Next session Tuesday 4th June at 10am

This workshop will cover:

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

5. ebi Tools

Next session Tuesday 11th June at 10am

This workshop will cover:

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

6. Cashflow & Risk Profiler

Next session Tuesday 18th June at 10am

This workshop will cover:

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

Check out our latest guest speaker events

Upcoming Events