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Gain the insight, knowledge and direction to start a career in investment and savings 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’s no application process or assessment criteria, just sign up and take the first step toward your future in asset management.

    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

    Date to be confirmed

    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.

    Date to be confirmed

    An Introduction to Asset Classes – Liquid / Public markets

    CFA UK

    Liquid (or public) markets continue to form a crucial part of investors’ portfolio 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?

    Date to be confirmed

    Introduction to Asset Classes – Illiquid / Private 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.

    Date to be confirmed

    What are the biggest barriers to sustainable investing and is there a trade off between sustainability and return?

    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.

     

    Date to be confirmed

    Finance in practice simulation: Experience Sales & Trading and Asset Management roles

    Amplify Trading

    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. Participants will receive performance feedback and certificates they can use for LinkedIn/job applications. Places are limited.

    Date to be confirmed

    ESG In Practice: Is It Possible To Do Good And Make Money?

    Amplify Trading

    Get ready to discover more about the role that ESG plays across finance, from asset management and retail investing through to 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 your strategy as an asset manager.

    Participants will receive performance feedback and certificates they can use for LinkedIn/job applications. Places are limited.

    Date to be confirmed

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

    Hosted by industry experts, this session will give you practical advice on how to craft your CV and cover letters to stand out for the right reasons. You will learn tips and strategies to help you to articulate and evidence your skillset, experience and suitability for potential opportunities. This workshop will also provide an opportunity to submit your CV for individual review and feedback from our team of financial recruiters.

    Date to be confirmed

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

    GAIN UK

    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.

    One new firm every day, Monday – Thursday, in September and October. Find out where you can thrive!

    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