Banking Education Events & Workshops
Join our hands-on sessions where financial professionals share real experiences from UK banking. We run practical workshops throughout the year—each one focused on helping you understand modern banking concepts without the jargon.
Upcoming Sessions for 2025
We've planned several workshops over the next year. Each session runs for three hours and covers specific aspects of banking services. Book early, as places fill up quickly.
Digital Banking Foundations
This workshop walks through the core systems that power online banking. You'll see how transactions work behind the scenes and learn about security measures that protect customer accounts.
Personal Finance Management
Practical session covering budgeting tools, savings accounts, and loan products. We'll discuss how banks evaluate applications and what factors matter most when choosing financial products.
Business Banking Basics
Designed for small business owners and those considering starting a company. We cover business accounts, merchant services, and how to build a banking relationship that supports growth.
Investment Products Overview
Introduction to savings plans, ISAs, and investment accounts available through UK banks. We explain how these products work and help you understand the considerations involved in choosing them.
What Our Workshops Actually Cover
We don't do theory for theory's sake. Each session brings in banking professionals who've worked with real customers facing real challenges. You'll hear about situations they've encountered—from first-time homebuyers navigating mortgages to business owners managing cash flow.
The format is straightforward. We spend about an hour on core concepts, then open things up for questions. People usually want to know specifics, so we dig into topics like reading bank statements, understanding fees, or comparing account types.
- Small group sizes mean everyone can ask questions without feeling rushed
- Real examples from UK banking rather than generic textbook scenarios
- Handouts you can take home and actually use when making banking decisions
- Follow-up resources sent after the session for continued learning
We run sessions at The Dock on Queen Street. It's an accessible venue with decent coffee, which matters when you're spending half a day learning about financial services.
People Who've Attended Previous Events
We asked a few past participants about their experience. These are genuine responses from people who sat through our workshops—some found them more useful than others, but most appreciated the practical approach.
Caspian Thornley
Attended October 2024 Session
I'd been with the same bank for years without really understanding what other options existed. The personal finance workshop broke down different account types in a way that actually made sense. Ended up switching to a better savings product as a result.
Sable Winterbourne
Attended December 2024 Session
The business banking session helped when I was setting up my small consultancy. I had questions about merchant accounts and business credit that the presenter answered without making me feel like I should already know this stuff. Worth the afternoon.