Master the Fundamentals. Scale with Confidence.
Whether you’re brand new to investments or ready to sharpen your edge, ESI’s Investment Camp Series gives you the structured education, tools, and confidence to grow your practice—step by step.
✅ Practical & Actionable
✅ Virtual Learning with Weekly Lessons
✅ Built for Real-World Advisors
✅ New Camp Session Kicks Off Each Quarter
The investment landscape is more competitive than ever. Clients expect more sophistication. Regulators demand clarity. And advisors need confidence—not just concepts.
Investment Camp 101 & 201 are designed to eliminate complexity and replace it with confidence.
2026 Dates and Registration Links — Coming Soon!
—————————————————————————————————————————————————————
Investment Camp 101: Foundations of Investing
Build a Strong Investment Core—Fast
This 8-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:
-
New reps and advisors
-
Financial professionals new to managed money
-
Life & annuity professionals expanding into investments
-
Advisors who want to reinforce their fundamentals
You’ll Learn How To:
-
Understand core investment concepts and terminology
-
Navigate fee-based vs. commission-based models
-
Build basic portfolios with confidence
-
Identify client suitability and risk profiles
-
Explain investments in client-friendly language
-
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 reps | Insurance-first advisors | Junior team members
Investment Camp 201: Advanced Application & Growth
Turn Knowledge into Scalable Growth
This six-session virtual program blends product mastery with future-focused strategies, equipping you with the tools, frameworks, and insights you need to take your practice to the next level.
Investment Camp 201 is ideal for advisors who:
-
Already manage investment accounts
-
Want to grow advisory AUM
-
Are transitioning from commission to advisory models
-
Want to sharpen portfolio construction and client conversations
You’ll Learn How To:
-
Build investment strategies aligned to client goals
-
Position managed money in holistic planning
-
Navigate model portfolios and custom allocations
-
Integrate alternatives and specialty strategies
-
Improve client retention through better performance communication
-
Scale investment solutions inside teams and multi-advisor practices
Outcome:
You’ll leave with real-world strategies to increase AUM, improve client outcomes, and grow enterprise value.
Perfect for:
Experienced advisors | Growth-focused reps | Team-based practices | Next-gen leaders