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The finance industry is one of the fastest changing markets to operate a business.  From informing clients when or before things happen, to accessibility of information, to handling issues with client control, many finance professionals are not prepared for the fast changes within what used to be a stodgy industry.  
Our mission is to help you become an entrepreneur – developing your ability to recognize an opportunity, quickly evaluate it, and be able to move on it fast.  Everything we do at The Learning Studio is geared towards helping you apply the knowledge learned directly to your business during or shortly after you complete the course.  All of our courses include a money back guarantee and many of them include our Beyond The Classroom support.

Join our growing community of finance professionals and take control of your income!


Here are a few of the suggested finance professions that could benefit from our specialized training: accountants, actuaries, financial advisors, insurance brokers, investment advisors, mortgage agents and mortgage brokers.

100% Satisfaction Guarantee

If you feel like you didn’t receive what was promised, or the course isn’t right for you, let us know within 14 days and we will give you a full refund (with questions asked of course – just so we can learn).

Why 14 days? Because if you pay for this course, we want you to dig in and get started. If you don’t have time to start a course right away but wanted to secure a spot, that’s great; just have a quick look to make sure the online course will work for you.

For classroom courses, if you don’t see the results you expected within 14 days, the same rules apply – full refund with a few questions asked.


Understand the problems your clients are looking to solve and the channels they are using to find answers.


For many finance professions, learning how to effectively use business development to create stable income.


Ensure your clients have the best experience possible through every interaction that they have with you.


Get a grip on your income by gaining a deeper understanding of the processes you can put in place to manage your business.


If you find that you are having trouble training new staff or retaining staff, we can put together a custom training program for your firm.

Courses for Finance Professionals


Intense: Marketing

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