Course Format

Each workshop is presented in Power Point format. Financial Workshops, LLC, will provide a laptop and projector (if needed) at no additional charge. A site suitable for classroom style seating, sound system (if necessary) must be provided by your organization.

Materials

Financial Workshops, LLC, will provide a workbook for each participant, specific handouts and pens. Each participant will be required to register online to receive a course certificate and workbook. Workbooks will be provided based on the registration.

Setup

Presenters will need access to the facility in advance of scheduled course time to provide ample setup and equipment testing time. Typically, no more than one hour is needed for setup. If special requirements are required at the facility, those arrangements should be discussed at the time of scheduling a workshop. The sponsor is responsible for having a representative present to insure each participant receives his/her certificate and workbook.

Contract Information

Upon scheduling a course, you will be provided with our Workshop Terms and Agreement. This outlines the agreed upon course date(s), fees, workshop location, length of workshop, and the confirmation of the specific workshop selected. A final attendance count will be required for shipping purposes. Ten business days must be allowed for shipping of course workbooks.

Course Fees

Course fees are determined by the workshop selection, and length of workshop. Customization charges are on a case-by-case basis (a schedule of benefits provisions will be required when requested to add to another presentation). A specific training proposal is available upon request by contacting the marketing department at 1.800.875.1919 or by email at FWLLC@financialworkshops.info.

Scheduling

We strive to accommodate each request. However, due to time restrictions, we advise scheduling your course two to four months in advance. Short notice is possible, but preferred dates may not be available.