2-Day Live Workshop

Finance Foundation Workshop

Master the fundamentals of finance, investing, stock markets, and financial analysis through a practical workshop designed for students, aspiring finance professionals, and future industry leaders.

  • 4th & 5th July 2026
  • Live Online Across India
  • Offline at Capital Lab Education, Sola, Ahmedabad
  • Certificate of Participation Included

Beginner-friendly, career-oriented, and built for practical clarity.

What You'll Walk Away With

Knowledge, confidence, and clarity to begin in finance.

The workshop is designed to turn big finance topics into practical first steps.

01

A Clear Understanding of Finance Careers

Explore Financial Analysis, Investment Banking, Equity Research, Wealth Management, CFA, and US CMA, then understand which path aligns with your goals.

02

The Foundations of Smart Money Management

Learn principles that help successful professionals manage, save, and grow money effectively from an early stage.

03

Confidence to Understand Financial Markets

Move beyond confusing jargon and see how stocks, mutual funds, and financial markets actually work.

04

The Ability to Analyze Businesses

Learn how investors and finance professionals evaluate companies through statements, profitability metrics, and financial indicators.

05

A Roadmap for Your Finance Journey

Understand the skills, certifications, and next steps required to build a successful career in finance.

06

Live Q&A and Career Guidance

Ask Harsh Trivedi questions about finance careers, CFA, US CMA, higher studies, and industry opportunities.

Who Should Attend?

Designed for Future Finance Professionals

Ideal for learners who want a practical first layer before deeper finance certifications, markets, or career decisions.

Commerce Students

12th, B.Com, and BBA students who want strong finance fundamentals before entering the professional world.

CFA and US CMA Aspirants

Build familiarity with core finance concepts used in business, investing, and management accounting.

MBA Finance Students

Strengthen analytical, market, and investment-related skills with a practical workshop format.

Finance Enthusiasts & Young Professionals

Learn practical money management and investing principles that support smarter early decisions.

What You'll Learn

A Practical Introduction to the World of Finance

Core topics are arranged as a simple learning path, from personal money habits to company analysis.

Module 01

Personal Finance & Budgeting

Manage money through budgeting, saving strategies, emergency funds, and financial goal setting.

Module 02

Stock Market Basics

Understand how stock markets operate, including NSE, BSE, indices, and investor participation.

Module 03

Mutual Funds & Investing

Explore SIPs, mutual funds, compounding, risk management, and long-term wealth-building strategies.

Module 04

Financial Statement Analysis

Read Profit & Loss Statements, Balance Sheets, Cash Flow Statements, and evaluate company performance.

Meet Your Mentor

Learn From Someone Who's Done It

Harsh Trivedi

Finance Professional & Lead Instructor - Capital Lab Education

With over 10 years of hands-on experience in financial services, Harsh brings practical depth that goes far beyond textbooks. His experience spans equity valuation, real estate valuation, credit analysis, and financial analysis.

Having progressed through the CFA program himself, he understands the challenges students face and explains complex concepts with clarity, structure, and real-world context.

CFA Level IIMBAPGDMB.Com
10+
Years of expertise
500+
Students trained
95%
Student satisfaction
Harsh Trivedi, Finance Professional and Lead Instructor
Workshop Benefits

What You'll Receive

A compact workshop built to help learners move from curiosity to confident next steps.

Certificate of Participation

Recognize your commitment to learning finance fundamentals.

Scholarship Opportunities

Unlock exclusive opportunities with scholarship support up to 50%.

Career Guidance Session

Get clarity on CFA, US CMA, MBA Finance, and other finance career pathways.

FAQ

Frequently Asked Questions

Who can attend this workshop?

Students, graduates, finance enthusiasts, CFA aspirants, US CMA aspirants, and young professionals can attend.

Do I need prior finance knowledge?

No. The workshop is beginner-friendly and designed to build foundational knowledge from the ground up.

Is the workshop online or offline?

The workshop is available online across India and offline at Capital Lab Education in Sola, Ahmedabad.

Will I receive a certificate?

Yes. All participants receive a Certificate of Participation.

Is this related to CFA or US CMA coaching?

No. This Finance Foundation Workshop builds core finance knowledge and helps participants explore finance careers.

Still thinking about it?

Build the knowledge, skills, and confidence needed to succeed in finance.

4th & 5th July 2026 | Live Online + Offline Ahmedabad | Certificate Included

Register Now
Workshop starts in --
Register @ Rs.199