Financial Learning Events
Join our comprehensive workshops and seminars designed to enhance your financial literacy and investment knowledge. Our expert-led sessions provide practical skills for managing personal finances and understanding market dynamics.
Learning Pathways
We've designed three distinct learning tracks to match different experience levels and career goals. Each pathway builds foundational knowledge while addressing specific financial concepts and practical applications.
Financial Foundations Track
Perfect for those starting their financial education journey. This comprehensive program covers essential money management concepts, budgeting strategies, and basic investment principles.
- Personal budgeting and expense tracking methods
- Understanding credit scores and debt management
- Introduction to savings accounts and emergency funds
- Basic insurance concepts and protection strategies
- Simple investment vehicles and risk assessment
Investment Analysis Track
Designed for individuals with basic financial knowledge who want to deepen their understanding of investment markets, portfolio construction, and financial analysis techniques.
- Portfolio diversification and asset allocation strategies
- Market research and company analysis fundamentals
- Understanding economic indicators and market cycles
- Tax-efficient investment strategies
- Risk management and portfolio rebalancing techniques
Strategic Finance Track
Intensive program for experienced learners focusing on advanced financial concepts, complex investment strategies, and comprehensive financial planning methodologies.
- Advanced portfolio theory and modern finance concepts
- Alternative investment options and evaluation methods
- Estate planning and wealth preservation strategies
- International markets and currency considerations
- Financial modeling and advanced analysis techniques
Specialized Learning Programs
Beyond our core tracks, we offer focused programs that address specific financial sectors and career applications. These intensive sessions combine theoretical knowledge with practical case studies and real-world applications.
Professional Development Intensive
Comprehensive program designed for finance professionals, business owners, and career changers. Covers advanced financial analysis, client relationship management, and industry best practices.
Small Business Financial Management
Tailored for entrepreneurs and small business owners focusing on business financial planning, cash flow management, and growth funding strategies specific to Australian market conditions.
Upcoming Sessions
Our next series of workshops and seminars are scheduled throughout the remainder of 2025. Each session is limited to small groups to ensure personalized attention and meaningful interaction.
Schedule Overview
Personal Finance Foundations Workshop
Full-day interactive session covering budgeting fundamentals, debt management strategies, and basic investment concepts. Includes practical exercises and personal finance planning tools.
Investment Portfolio Analysis Seminar
Advanced session exploring portfolio construction techniques, risk assessment methods, and market analysis tools. Participants analyze real portfolio examples and discuss strategy implementation.
Retirement Planning Strategy Session
Comprehensive workshop focusing on superannuation optimization, retirement income planning, and wealth preservation strategies tailored for Australian financial regulations.
Delphine Rothschild
Lead instructor with fifteen years of experience in financial planning and investment analysis. Delphine specializes in making complex financial concepts accessible and practical for learners at all levels.