Investment Camp 2Q2025 is here!
This 8-week virtual series promises an immersive dive into the intricacies of investment solutions, covering everything from fact finding and fundamentals of investing to strategic growth planning.
It all begins with Fact Finding for Investment Business on Wednesday, April 16th, 2025 | 4:00 PM ET
Welcome to the Q2 edition of ESI Investment Camp. Join us for a session on mastering the art of fact-finding in the investment business. This webinar will guide you through the techniques of gathering detailed client information, crucial for crafting precisely tailored investment solutions.
“Fact Finding for Investment Business” aims to enhance your services by setting a solid foundation through effective client discovery. Learn to ask the right questions and utilize the answers to shape strategies that align perfectly with your clients’ financial goals and needs.
Don’t miss this opportunity to refine your approach and improve the precision and effectiveness of your investment recommendations.
Register now to deepen your understanding and skills in client fact-finding.
Why Should You Register?
- Expert Insights: Learn directly from ESI Home Office, product sponsors and top producers.
- Comprehensive Curriculum: From fundamentals to comprehensive financial planning, we’ve got you covered.
- Interactive Learning: The capstone workshop is your chance to apply everything in a practical setting.
Register Now
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