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Gain the insight, knowledge and direction to start a career in the investment and savings industry with The Skills Workshop

Not sure how to apply or what knowledge is needed for a career in the investment and savings industry? 

Our free, virtual workshops across June – October 2025 will help you: 

  • Build your awareness of the investment industry and its career opportunities; 
  • Increase your knowledge of the latest trends; and 
  • Make you feel application ready. 

You’ll also have the opportunity to share questions and answers with your cohort and industry professionals. 

What is The Skills Workshop?

A detailed programme of virtual workshops designed by industry professionals to provide the insight, knowledge and direction needed to pursue a career in the investment industry. Its goal is to tackle underrepresentation across the industry and increase social mobility – by addressing the intersectionality between ethnicity, gender, social mobility and other dimensions of diversity. Open to all, so far over 20,000 people have taken part.

NEW FOR 2025

The investment landscape is evolving rapidly, shaped by technological advancements, sustainability imperatives, and shifting global markets. As the industry adapts, new opportunities are emerging for those looking to build a career in asset management.

Join us for this year’s workshops, where we’ll explore key trends driving change in the industry—from AI and digital transformation to sustainable investing and economic resilience. Gain insights from industry experts and learn how to position yourself for success.

Who can sign up?

  • All educational backgrounds welcome (college/university, all disciplines and subjects)
  • No grade requirements—everyone is encouraged to join
  • Open to all age groups (18+)
  • Not actively looking for a role or internship? No problem—this is your chance to explore the industry and expand your knowledge

There’sno application process or assessment criteria, just sign up and take the first step toward your future in asset management the savings and investments industry. 

    Insights into Industry Stakeholders

    Insight - into an exciting industry.

    KNOWLEDGE

    Knowledge - to make informed choices.

    DIRECTION

    Direction - to start your career.

    Workshops on understanding the Investment and Savings Industry

    Join us to gain the clarity you need to understand the industry and the variety of roles available. This context will be invaluable as you navigate interview and assessment centres. Understand the differences between investment management and investment banking; asset classes; and the latest trends and challenges facing the industry.

    Put your best self forward with tips and tricks to combat any doubts, as well as having good conversation topics for interviews. How the industry works and how to apply for a job.

    Register below for all NEW sessions for June and July 2025

    12th June 2025 – 6-7pm

    What is Asset Management and why is it important for solving global crises?

    CFA UK

    Asset management is the practice of increasing total wealth over time by investing assets that have the potential to grow in value or to provide an income. The investment industry has a lot to contend with. Changing investor demographics, a shift from Defined Benefit to Defined Contribution, the effects of climate change and the need to support the energy transition, how do asset managers remain relevant to achieve their long term goals for the clients? Join us to understand themes and trends shaping investors’ thinking in this changing world, the process of investment strategy and asset allocation and your role in the workplace of the future.

    16th June 2025 – 6-7pm

    An Introduction to Asset Classes – Liquid / Public markets

    CFA UK

    Liquid (or public) markets continue to form a crucial part of investors’ portfolios as they provide the much-needed liquidity investors need to pay their liabilities. What are they, and which asset classes feature in further contributing to a net-zero world?

    17th June 2025 – 6-7pm

    An Introduction to Asset Classes – Illiquid / Public markets

    CFA UK

    Today’s investors are keen to branch out to other sources of portfolio diversification. As a result private markets allocations continue to increase and the growing investor demand coincides with continued interest in sustainable investment and climate solutions strategies. Learn about these asset classes and their role in the overall goal.

    18th June 2025 – 6-7pm

    Using Large Language Models for Research: Greenwashing Detection

    CFA UK

    Today’s researchers and analysts are increasingly exploring innovative tools to enhance their investigative capabilities. As a result, the use of Large Language Models (LLMs) is gaining traction, particularly for identifying complex issues like greenwashing. With the upcoming rollout of the SDR and the Anti-Greenwashing Rule, understanding how LLMs can support effective research has never been more critical. Participants will learn a structured process to harness these tools effectively, making the most of their potential while avoiding common pitfalls. Discover how these advanced tools are reshaping analysis and detection.

    25th June 2025 – 6-7pm

    Experience Sales & Trading and Asset Management

    AmplifyMe

    Feel the buzz of the trading floor and experience the same simulation used by the world’s largest asset managers, investment banks and hedge funds. This unique experience will allow you to gain role-specific skills and develop your edge in the application process.

    26th June 2025 – 6-7pm

    ESG in Practice: Is it Possible to do Good And Make Money?

    AmplifyMe

     Get ready to discover more about the role that ESG plays across finance, from asset management and retail investing through commercial and investment banks. As part of this session you will work through a series of interactive ESG-themed challenges, before taking part in a hands-on buy-side simulation, where you will face real life profit/sustainability ethical decisions and trade-offs and build you strategy as an asset manager.

    9th July 2025 – 6-7pm

    How to write a CV and cover letter that shows off your skills to employers

     

    Diversity Project

    This session will help show you the way to better articulate the skills required to find jobs. We will supply a cheat sheet that helps you to tackle the current disconnect between the skills you have and the way current recruitment systems evaluate them, with a focus on how to make your CV and applications stand out for the right reasons. 

    10th July 2025 – 6-7pm

    How to avoid common mistakes in applications and get tips from big firms HR teams

    GAIN UK

    HR professionals from the investment and savings industry and professional recruiters will support you in this interactive session to explain what the industry is looking for and how you can demonstrate you have it! They will share real life examples of good and bad applications from their wealth of practical experience of the UK job market.

    Attend our Virtual Careers Fair

    This is your opportunity to meet industry professionals and hear about their personal journeys.  Increase your understanding about each firm, its working culture and opportunities.  Gain valuable insights you need to be successful during interviews and at assessment centres.

    Up to 3 industry firms, every Tuesday in September and October. Register for as many sessions as you like!

    Insights into Industry stakeholders

    Asset Owners: Institutional investors

    Asset Owners: Retail and Wealth Investors

    Professional trustee firms

    If you have further questions, please contact us on [email protected].

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    Quotes from TSW participants

    "I have just completed your workshop and I wanted to express my appreciation for your explanations throughout the experience"

    Dillon

    "I am a recent graduate looking to begin a career in the financial sector and I found this session incredibly helpful in that it gave me practical insight into the role as opposed to just listening to people talk about the work."

    Leila

    "Thanks for the engaging and illuminating exercise. A truly insightful session."

    Adza

    "Thank you for delivering a brilliant informative session."

    Oyenike and Dean

    "Thanks everyone. The presentations were really helpful and insightful. "

    Adeola