Training Programs
A leading source of education for financial professionals at all levels in their careers.
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Popular Training Courses
Flexible online training programs designed to fast-track your business and career in financial services.
Why Learn With The Oasis Group?
Grow Your Business
Invest in yourself and your business by expanding your knowledge in key areas.
Self-Paced
Gain unlimited access to your chosen courses, move at your own pace, and learn at your convenience.
Stay Sharp
Learn from industry-leading expert, John O'Connell, MBA, on the latest business and finance trends.
THE OASIS GROUP TRAINING
Courses Coming Soon!
Be sure to check back soon as we roll out even more opportunities to learn.
Technology Field Guides
CTO Field Guide
Technology Transformation
Software Implementation
Negotiating Software Agreements
The MoSCoW
Cybersecurity Guide
Investment Field Guides
Alternative Investments
SMA / UMA Guide
ESG
Values Based Investing
Activist Investing
Revenue Field Guides
Diagnostic Interviewing
Getting Found
Prospect's Journey
Marketing Journey
Sales Journey
Business Development
Market Penetration & Analysis
Competitive Intelligence
Wealth Firm Field Guides
Your Unique Value Proposition
Identifying Your Ideal Client
Attracting Ideal Clients
Analyzing Your Client Base
Lead Generation
Referral Programs that Produce
Interested in Group Pricing?
The Oasis Group supports creating user groups built for your organization's needs. Receive discounted pricing and control what courses different end users can view.
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