Investing and pension workshops your employees will actually understand
Corporate training for teams worldwide, led by Ramin Nakisa or one of our financial coaches.
Unbiased, practical financial education that helps employees understand their pensions, avoid costly mistakes and invest with confidence. Delivered live online or at your premises, from a one-hour webinar to a full-day course.
As seen on
As seen on
219,000+
YouTube subscribers
2.3 million+
Many Happy Returns podcast downloads, rated 4.9 on Apple and Spotify
Author
A Financial Bestiary and Invest in Fear
Two ways we train your people
Employee financial wellbeing
- Setting your financial goals
- Turning goals into numbers: how much do you need to retire?
- Building a simple, low-cost portfolio
- Balancing risk and return with stocks and bonds
- Keeping more of your returns by cutting fees
- Making the most of tax-efficient accounts: ISAs and pensions in the UK, 401(k)s, IRAs and HSAs in the US
Professional finance training
Tailored to your team and priced on request.
- Derivatives: forwards, futures and options
- Bond mathematics, bond types and how to use them
- Structured products
- Hedge funds
- Risk management
- Monte Carlo simulation
- Every session can be tailored to your team. These are examples, so if you need a topic not listed here, just ask.
Simple, transparent pricing
Prices below are for our employee financial wellbeing sessions, led live by Ramin Nakisa or one of our financial coaches. For half-day, full-day or multi-session programmes, contact our team. Professional finance training and other heavily tailored content is priced on request.
In person
£2,000
per 1-hour session
At your premises. Travel expenses to be agreed.
Longer sessions: contact our team.
Tailored
Price on request
Professional finance training and other heavily tailored content.
Tell us what you need and we’ll send you a quote.
All prices exclude VAT. Travel expenses for in-person sessions to be agreed. Prices in other currencies on request.
How it works
Book a short discovery call or email us, and tell us about your team and what you want them to learn. We agree the topics, format and date with you, and tailor the content to your audience. Ramin or one of our financial coaches then delivers the session live, with time for questions.
Download our brochure
A 4-page overview of our topics, formats and prices to share with your colleagues. Leave your details and the brochure opens straight away.
Book a discovery call
Tell us a little about your team and what you’d like to cover, and we’ll get back to you within 2 working days.
Why PensionCraft?
PensionCraft is independent. We don’t sell funds or financial products, so our training is unbiased and focused entirely on helping people make better decisions with their money.
Ramin Nakisa has appeared on Bloomberg and CNBC and is the author of A Financial Bestiary. His experience ranges from investing workshops for complete beginners to derivatives courses for traders at an investment bank, and he makes complex, dry topics engaging and easy to understand. Our financial coaches, trained in the same approach, also lead sessions.
Our sessions are education, not regulated financial advice.
Frequently asked questions
Any team. Our employee wellbeing sessions start from the basics and suit people at every level, while our professional courses are built for finance, treasury and investment teams.
Yes. We run live webinars for teams anywhere in the world, delivered in English and timed for your working hours. For US teams, we cover US accounts and rules, such as 401(k)s, IRAs, HSAs and Social Security. In-person sessions are available in the UK.
No. Our sessions are education, not regulated financial advice. We explain how investing and pensions work so your people can make better decisions for themselves.
Yes. Tell us when you enquire that you’d like Ramin Nakisa to lead your session, and we’ll agree a date and time that fits both your team and Ramin’s diary.
Yes. Every session is tailored to your audience. Tell us about your team when you enquire and we will agree the topics with you.
Webinars work well for large groups, and in-person sessions suit workshop-sized groups. Let us know your numbers and we will recommend the best format.
At your premises. Travel expenses are agreed with you in advance.
Yes. Get in touch and we’ll set this up, including a PO number if you need one.
