Take Control of Your Finances
Join our webinar and learn how to effectively manage your finances and make sound investment decisions.
Expert Guidance and Analysis
Our team of financial experts will provide you with in-depth analysis and proven strategies for successful financial planning.
Interactive and Personalized Training
Interact with our instructors and receive personalized guidance in a small group setting to ensure you get the most out of our training.
Target audience
New market participants: novice investors who have not previously had experience in independent capital management and are looking for a clear guide to get started.
Retail investors with up to 1 year of experience: those who are familiar with basic concepts, but need to systematize their knowledge and have a practical understanding of analytical methods.
Intermediate investors (1-3 years of experience): people who have mastered the basic tools and are looking to improve their results by implementing advanced strategies and using quantitative models.
Financial professionals: analysts, consultants, and risk managers who want to update their knowledge of modern hedging methods, algorithmic trading, and behavioral factors.
Relevance and context
Global instability. Increased volatility in stock, commodity, and currency markets requires investors to be flexible and respond quickly to changes in macroeconomic indicators.
Low interest rates. With historically low deposit rates, there is a growing need to diversify assets and find alternative income.
Technological transformation. The development of fintech solutions — from robo-advisors to blockchain platforms — creates new opportunities and risks that require a deep understanding of digital tools.
Deepening regulatory environment. The constant tightening of disclosure standards and regulatory requirements makes it necessary to have a clear understanding of legal aspects and compliance methods.
Investor psychology. Behavioural factors often lead to typical mistakes — from overconfidence to paralysis from excess information. Understanding these mechanisms helps reduce emotional losses and increase discipline.
Advantages and values
A comprehensive approach: we combine fundamental, technical and quantitative analysis into a single decision-making system, which allows you to see the full picture of the market.
Practical focus: instead of dry theory, participants analyze real portfolio cases, practice asset valuation algorithms and model scenarios on historical data.
Expert team: industry leaders with many years of experience, including specialists in asset management, risk management and algorithmic trading, share proven methods.
Interactive format: live sessions with the opportunity to ask questions in real time, group work in special rooms and regular tests to check the assimilation of the material.
Support after the webinar: access to the online community, recordings of all broadcasts and specialized handouts will allow you to deepen your knowledge and receive expert assistance in implementing your investment strategies.
Program structure
Module 1. Introduction to investments and capital management
Overview of key concepts: profitability, risk, liquidity. Principles of transition from savings to investment. Psychological barriers and approaches to overcoming them.
Module 2. Macroeconomic analysis and its impact on markets
Study of the relationships between GDP, inflation, interest rates and exchange rates. Forecasting trends based on economic indicators. Practice of building macroeconomic models.
Module 3. Fundamental analysis of securities
Valuation of companies based on financial statements: discounted cash flow methods, multiples and comparative analysis. Practical application using industry leaders as an example.
Module 4. Technical analysis and graphical models
Price chart structures, support and resistance levels, indicators and oscillators. Algorithms for automatic pattern search. Integration of technical signals into trading strategies.
Module 5. Building a diversified portfolio
Markowitz portfolio theory, optimal asset allocation, correlation analysis. Balance between stocks, bonds, commodities and alternative investments. Cases on strategic and tactical rebalancing.
Module 6. Risk management and stress testing
VaR, CVaR calculation methods, scenario analysis. Hedging instruments: options, futures, swaps. Organization of internal risk control procedures at the portfolio level.
Module 7. Behavioral finance and decision making
Research into cognitive and emotional distortions. Techniques for overcoming the “crowd effect” and “anchor values”. The Role of Due Diligence and Checklists in systematization of solutions.
Module 8. Algorithmic trading and digital platforms
Basics of building trading robots, choosing software, API integration. Methods for evaluating the effectiveness of algorithms and optimizing parameters. Legal and technical requirements.
Module 9. Final session and workshop
Group work on real portfolios of participants, defensive presentation of strategies. Feedback from experts. Development of a personal action plan for the next 3-6 months.
Join Now!
Take control of your financial future and join our webinar today.
Client Testimonials
Hear what our clients have to say about our financial training.
I have been able to make informed decisions about my investments thanks to the training provided by workstep.uno.
After attending the financial training by workstep.uno, I have gained valuable insights into managing my personal finances. I highly recommend their services!
I have been in the financial industry for years, but attending the webinar by workstep.uno has given me a fresh perspective on investments and money management.
Frequently Asked Questions
Frequently Asked Questions
Get answers to all your questions about our webinar and services.
What is the purpose of the webinar?
Our webinar is designed to provide a comprehensive overview of personal finance and money management software. Our goal is to help individuals make informed decisions about their finances and achieve their financial goals.
Who is the webinar intended for?
Our webinar is intended for anyone looking to improve their financial literacy and planning.
Speakers
Dr. Michael Bauer
Senior Investment Analyst with over 12 years of experience.
Michael heads the analytical department and is responsible for developing investment strategies for institutional clients. He specializes in risk assessment and building balanced portfolios. As a lecturer, Michael pays special attention to the practice of applying quantitative methods, making complex concepts accessible and understandable.
Prof. Elena Petrova
Asset Management Lead with 15 years of experience.
Elena oversees large-scale asset management projects and the implementation of innovative tools. Her approach combines fundamental analysis with behavioral market assessment techniques. In the webinar, Elena talks in detail about the nuances of reinvestment and profitability optimization, relying on specific cases.
Daniel van Dijk
Financial Strategist & Consultant with 10 years of experience.
Daniel advises private and corporate investors, developing personalized financial plans. He is known for his ability to translate complex financial terms into understandable language. During the webinar, Daniel focuses on balancing liquidity and profitability, giving practical examples.
Sofia Martens
Risk Management Expert with 8 years of experience.
Sofia specializes in financial risk management and stress testing of investment portfolios. Her professional passion is preventing losses through volatility forecasting. During the training, Sofia shares early risk detection tools and loss minimization techniques.