Workshop Formats
Choose the learning format that fits your schedule and location
Format Overview
We offer the same core curriculum in two formats: in-person workshops in select cities and virtual sessions accessible from anywhere in Mexico. Both formats maintain small group sizes and hands-on learning. The choice depends on your location and preference for learning environment.
All workshops run in Spanish and focus specifically on the Mexican financial landscape. Whether you attend in person or online, you'll work through the same exercises, build the same tracking systems, and learn the same skills for reading financial documents and understanding credit products.
In-Person Workshops
Our in-person sessions take place in Mexico City, Guadalajara, and Monterrey. These workshops meet in comfortable spaces with tables where you can spread out your materials and work through exercises. Group sizes range from eight to twelve participants, allowing time for individual questions while maintaining the collaborative learning environment.
In-person workshops typically run as a series of sessions—usually four meetings of three hours each, scheduled weekly. This spacing gives you time between sessions to practice what you've learned and bring questions about your actual financial documents to the next meeting.
What to Bring
Recent bank statements from your accounts, credit card summaries if you use them, a notebook or laptop for taking notes, and a calculator. We provide worksheets and templates, but you'll use your actual documents for practice exercises.
You don't need to bring sensitive information—we work with copies and samples, not originals with full account numbers.
Session Structure
Each three-hour session combines instruction, group discussion, and hands-on practice. We typically spend the first hour on concepts and explanation, the second hour on guided exercises, and the final hour on individual practice with support available.
Sessions build on each other, so attending all four is important for getting the complete skill set.
Virtual Workshops
Our online format delivers the same content and maintains the same interactive approach. Virtual workshops use video conferencing where you can see and hear the instructor and other participants. You'll share your screen when working through exercises, ask questions via audio or chat, and collaborate with other participants in breakout rooms for certain activities.
Virtual sessions follow the same four-week structure as in-person workshops but may be scheduled differently to accommodate participants from multiple time zones within Mexico. Some virtual workshops run as shorter daily sessions rather than longer weekly ones, depending on participant preferences.
Technology Requirements
For virtual workshops, you need a computer or tablet with a reliable internet connection, a webcam, and a microphone. A smartphone can work but makes it harder to see shared materials clearly. You'll also need the ability to open PDF documents and access basic spreadsheet software (free options work fine).
We send technical setup instructions before the first session and start each workshop with a brief tech check to make sure everyone can participate fully.
Workshop Content Breakdown
Regardless of format, all workshops cover the same core topics across four sessions. Here's what each session addresses:
Financial Mapping
We start by identifying your current financial landscape. You'll map your income sources, list your regular expenses, and document existing financial commitments. This creates the baseline we'll use throughout the remaining sessions. We also introduce basic terminology and explain how different types of accounts work.
Document Literacy
Learn to read the financial documents you receive. We decode bank statements line by line, explain credit card summaries, and review loan agreements. You'll practice identifying key information, spotting errors, and understanding what each charge means. This session focuses on the specific formats Mexican financial institutions use.
Credit Understanding
Understand how different credit products work. We explain revolving credit versus simple credit, demonstrate how interest accumulates, clarify what minimum payments cover, and show you how to compare offers from different institutions. You'll practice calculating actual costs and identifying fees that can be avoided or negotiated.
System Building
Build your personal tracking system. We provide multiple template options and walk through different approaches—envelope systems, spreadsheet methods, app-based tracking. You customize one to fit your household's patterns. We also practice with realistic scenarios: managing variable income, planning for irregular expenses, comparing service providers.
Group Size and Interaction
We limit workshops to twelve participants maximum, typically running with eight to ten. This size allows everyone to ask questions, share their specific situations when relevant, and get individual attention during practice exercises. The group is large enough for diverse perspectives but small enough that no one gets lost in the crowd.
Participants often find that hearing others' questions and challenges helps their own understanding. Someone else might ask exactly what you were wondering, or their situation might illuminate an aspect you hadn't considered. This peer learning happens naturally in the group format.
Materials and Resources
All participants receive digital materials including worksheets, template spreadsheets, reference guides for reading bank statements, and a glossary of financial terminology. In-person workshops also include printed workbooks. These materials are yours to keep and reference after the workshop ends.
We don't provide ongoing access to instructors or continued support after the workshop series concludes. The goal is to give you skills and systems you can use independently. The materials we provide are designed to serve as reference resources when questions come up later.
Scheduling and Availability
In-person workshops typically run on weekday evenings or weekend mornings to accommodate working schedules. Each location usually has multiple workshop series running at different times throughout the year. Virtual workshops offer more scheduling flexibility since participants can join from anywhere.
When you contact us about joining a workshop, we'll tell you what sessions are currently scheduled and when new series are starting. If current schedules don't work for you, we keep a waiting list and notify people when new times become available.
In-Person Locations
Mexico City: Sessions in central neighborhoods with good public transit access
Guadalajara: West side locations near major avenues
Monterrey: San Pedro and central Monterrey venues
Specific addresses provided when you register for a session.
Virtual Access
Available to participants anywhere in Mexico with reliable internet. Sessions typically scheduled for Central Mexico time zone but can accommodate other zones when enough participants from those regions register.
Virtual workshops use standard video conferencing platforms—no special software required beyond what most people already have.
Next Steps
To join a workshop, contact us with your preferred format (in-person or virtual) and location if choosing in-person. We'll send you information about upcoming sessions and help you find a schedule that works. If you have questions about which format might work better for your situation, we're happy to discuss the options.
Workshops require pre-registration since we limit group sizes. We typically ask participants to confirm one week before the first session starts. This gives us time to send preparatory materials and technical setup instructions for virtual participants.
Ready to Register?
Contact us to learn about upcoming workshop sessions in your area or to join our next virtual series. We'll answer your questions about format, scheduling, and what to expect.