Investment Camp 101: Foundations of Investing
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Build a Strong Investment Core—Fast
This 4-week virtual series promises an immersive dive into the world of investment solutions, covering everything from fact finding and fundamentals of investing to strategic growth planning.
Investment Camp 101 is designed for:
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Newly registered representatives and advisors
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Financial professionals new to managed money
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Life & annuity professionals expanding into investments
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Advisors who want to reinforce their fundamentals
You’ll Learn How To:
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Understand core investment concepts and terminology
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Navigate fee-based vs. commission-based models
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Build basic portfolios with confidence
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Identify client suitability and risk profiles
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Explain investments in client-friendly language
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Avoid common compliance and suitability mistakes
Outcome:
You’ll leave with the knowledge, language, and confidence to begin incorporating investments into your practice immediately.
Perfect for:
Career changers | Newly licensed registered representatives | Insurance-first advisors | Junior team members
Investment Camp 101 Q1 Dates:
Fact Finding & Fundamentals of Investing
Feb 11, 2026 02:00 PM EST
ESI Product Offerings
Feb 18, 2026 02:00 PM EST
Managed Money & Financial Planning
Feb 25, 2026 02:00 PM EST
Interactive Case Study
Mar 4, 2026 02:00 PM EST
Register Now
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