Short lessons
Five to ten minutes each, made for the phone and in your language, so you can learn in your spare time.
Smart decisions for life and work.
Financial consulting for companies, institutions and families in Mexico, and learning programs for people and teams in Mexico and the United States.
What we do
Two lines of work, one purpose.
Consulting
For financial institutions, companies and families.
- Investment strategy for institutions
- Corporate finance, funding and M&A
- Family wealth and succession (Mexico)
- Regulatory compliance and corporate governance
- Financial business strategy and risk
Education and training
For individuals, teams, companies and communities.
- Financial well-being programs for individuals and communities
- Tu Cosecha, for farmers and agricultural producers (hybrid, with 4 in-person sessions; in Spanish)
- Crafts courses to learn and start a business
- Corporate training: ethics, anti-money laundering, investment services and compliance
- Executive education for companies and institutions
- Online, in person or hybrid, with a verifiable certificate
How learning works in our online programs
Learn by doing, at your own pace, on your phone.
This is how the financial well-being programs on our platform work: every module ends with something concrete for your life, such as a budget, a plan, a paperwork step or a decision. Corporate training and executive education are designed around each organization.
Stories like yours
Characters with your job or stage of life face the real situations behind each topic.
Short videos and visual guides
Videos under a minute that work without sound, plus visual guides to save or share.
Practice and self-checks
Exercises with the course’s own numbers and a self-check at the end of every module.
Badges and certificate
A badge for each module and, at the end, a certificate with a QR code anyone can verify.
In-person sessions
In hybrid programs, group sessions to answer your questions and practice with others.
About usHands-on experience in brokerage, banking and regulation, combined with years of teaching finance.
20 yearsin brokerage, banking and regulation
13 yearsteaching graduate and undergraduate students
25programs: 16 in financial well-being, 1 in university preparation and 8 crafts workshops
2 countriesMexico and the United States, in Spanish and English
Shall we talk about your company, your institution or your team?
Write to us and let’s talk.
hola@desarrollatalento.com