Practical Financial Workshops
Master investment strategies through hands-on learning experiences designed to build real-world financial skills and confidence
Reserve Your SpotUpcoming Workshop Series
Join our intensive training sessions where theory meets practice. Each workshop combines interactive learning with real portfolio exercises.
Portfolio Construction Intensive
Build and analyze real investment portfolios using professional-grade tools. You'll work with actual market data to create diversified portfolios tailored to different risk profiles.
- Hands-on portfolio modeling exercises
- Risk assessment practical sessions
- Asset allocation workshops
- Performance measurement techniques
Market Analysis Bootcamp
Learn to read market signals and economic indicators through practical case studies. This workshop focuses on developing analytical skills using current market conditions.
- Technical analysis practice sessions
- Economic data interpretation
- Chart reading workshops
- Market timing strategies
Retirement Planning Workshop
Create comprehensive retirement strategies through practical planning exercises. Work through real scenarios to build sustainable retirement income plans.
- Superannuation strategy sessions
- Income planning exercises
- Tax optimization workshops
- Estate planning basics
Meet Your Lead Instructor
Sarah brings fifteen years of institutional investment experience to our workshop series. She's worked with some of Australia's largest super funds and has a particular talent for breaking down complex financial concepts into practical, actionable strategies.
Professional Background
- Chartered Financial Analyst (CFA) designation
- Former Senior Portfolio Manager at major Australian super fund
- 15+ years in institutional investment management
- Regular contributor to Financial Review and investment publications
- Certified workshop facilitator with adult learning specialization