Group Training Classes

100% of clients trained would recommend our program

Group Training Opportunities

Our group training course offering is composed of high-intensity programs designed for intermediate to experienced professionals in asset management, capital markets, investment banking and wealth management businesses with limited time to spend in a class room session. We eliminate the useless and focus on what you must do to win in your industry.

From decades of experience and testing we help you succeed by delivering you the structure and individual feedback that you can put to immediate use. You will have access to global CMO/CAO sales and marketing experience and PhD-level communication expertise in a small group setting that allows us to tailor our feedback to your individual needs and company situation. Whether you are new to the business or have decades of experience like us, you will receive the personal attention and customized feedback you need to become more efficient and more impactful in your role.

All RFP Win courses include a workbook of techniques and tips and are covered by our Satisfaction Guarantee. Please ask for references—we are happy to connect you with any of the dozens of firms we have served.

Space is  limited and registration is on a first-come, first-served basis.
Please cancel in writing within 14 business days prior to the course for a full refund.
Email us at events@rfpwin.com.

Course Menu

RFP & Client Correspondence Training

In this six-hour course, learn how to:

• Markedly improve your ability to write winning RFPs
• Use language that promotes clarity and client understanding
• Leverage simple visual strategies to highlight value and insights
• Immediately apply new techniques to your existing RFPs

Click here for an upcoming class

Advanced Sales & Pitchbook Training

In this seven-hour course, learn how to:

• Architect a winning meeting
• Enroll and Engage your prospects within the first few minutes of your meeting
• Noticeably improve your message, from first meetings to finals
• Lay the groundwork for meaningful follow-up meetings and interactions
• Create a pitchbook that proves your value-add
• Avoid the common pitfalls around slide content and visuals
• Immediately apply new techniques to your existing pitchbook materials

Click here for an upcoming class

Advanced Firm & Product Positioning

In this four-hour course, learn how to:

• Strengthen your product and firm positioning
• Recognize and highlight your market differentiators
• Organize your firm’s content around the client’s buying process
• Position against the competition
• Immediately apply what you learn to improve your message and win business

Click here for an upcoming class

Consultant Relations Boot Camp

In this four-hour course, learn how to:

• Maximize your current consultant relationships and build new ones
• Better understand and leverage the manager review process
• Get that “first meeting,” and what to do when you get it!
• Immediately apply what you learn to real-life examples and in-class role play

Click here for an upcoming class

Effective Emails & Interest-Generating Letters

In this three-hour course, learn how to:

• Learn key techniques to create effective emails at each stage in the sales process
• Use language that promotes clarity and client understanding
• Leverage simple visual strategies to highlight value and insights
• Immediately apply what you learn to improve your prospecting efforts

Click here for an upcoming class