Hands-On Finance Workshops
Build real financial skills through practical exercises and interactive sessions. Our workshop approach focuses on applying concepts immediately, not just listening to lectures.
Upcoming Workshop Series
Each workshop combines theory with immediate practice. You'll work through real scenarios, use actual financial tools, and leave with templates you can apply right away.
Personal Budgeting Mastery
September 15 - October 20, 2025
Build your own budget system from scratch using spreadsheets and budgeting apps. Each session, you'll work with your actual income and expenses, creating a personalized financial plan that actually works.
Investment Research Workshop
October 5 - November 9, 2025
Learn to research companies and analyze market trends using free online tools. You'll practice reading financial statements, comparing investment options, and understanding market data through hands-on exercises.
Small Business Finance Setup
November 10 - December 15, 2025
Set up accounting systems, cash flow tracking, and tax preparation for small businesses. Work with real business scenarios and software, creating systems you can implement immediately.
Daphne Richardson
Workshop Facilitator
Background
Former bank manager with 12 years
experience
Certified Financial Planning
Small business advisor since 2018
Workshop Approach & Methodology
Daphne brings practical banking experience to every session. Instead of theoretical discussions, participants work through real situations they might face with their own finances.
Interactive Problem Solving
Each workshop starts with a real scenario. Participants work in small groups to find solutions using tools and templates provided.
Practical Tool Training
Learn to use Excel, Google Sheets, and budgeting apps effectively. Everyone leaves with working templates customized to their situation.
Real Case Studies
Work through anonymized examples from Daphne's banking career - mortgage applications, business loans, and investment decisions.
Individual Progress Tracking
Monthly check-ins help participants apply what they've learned and adjust their financial plans based on real results.
"I've seen too many people struggle with finances because they never had a chance to practice in a safe environment. These workshops let you make mistakes, ask questions, and build confidence before making real financial decisions."