Improving your clients’ financial awareness through our virtual courses

Understanding the investment world can be a bit like learning a different language. Our free virtual financial awareness courses are designed to improve understanding of the fundamentals of investment and the wider wealth management landscape – all in plain English – to help participants make more informed financial decisions.  

General financial awareness courses

We are delighted to offer your clients the opportunity to attend our general financial awareness course, suitable for anyone who wants to gain a better understanding of how investments work, from the most basic cash deposit to more complex investment instruments. 

Course dates:

Tuesday 31 October at 6pm to 7.30pm

Wednesday 6 December at 12.30pm to 2pm

Please feel free to extend invitations to your clients, who can contact sharon.ryan@rathbones.com to book their place.

Courses for women

With 56% of married women apparently leaving investment decisions to their husbands, our courses for female clients, entrepreneurs and advisers are designed to close the knowledge gap between men and women when it comes to investing.

Course dates:

Wednesday 6 September at 12.30pm to 2pm

Thursday 30 November at 2pm to 3.30pm 

Please feel free to extend invitations to your clients, who can contact sharon.ryan@rathbones.com to book their place.

Courses for 16-25 year olds

For younger clients, we offer courses to help prepare the next generation for the financial decisions they will have to make. Topics covered include the cost of university, buying a first house, the City and how it works, as well as interview advice. 

Course dates:

Tuesday 19 December at 6pm to 7.30pm - Book your place here

Please feel free to extend invitations to your clients and/or their children, who can book their place via the links above.