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 14th May at 10am

This workshop will cover:

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

2. ebi’s Investment Philosophy

Next session Tuesday 21st May 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 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
Book your place

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
Book your place

5. ebi Tools

Next session Tuesday 30th April at 10am

This workshop will cover:

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

6. Cashflow & Risk Profiler

Next session Tuesday 7th May 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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