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Workshops designed for real financial situations

Dinveratio's programs are not generic financial literacy courses. Each workshop is built around a specific competency area and structured to produce practical outcomes. Available in-person in Mexico City and virtually for participants anywhere.

Overview of a Dinveratio personalized financial guidance session with small group

Available workshop formats

Each program below is available as a standalone workshop. Contact us to discuss scheduling, group size, and whether in-person or virtual delivery fits your needs.

Responsible Money Fundamentals

A full-day in-person workshop covering the core mechanics of personal finance. Participants work through income tracking, expense categorization, and the construction of a realistic monthly plan. The format is hands-on: each concept is applied immediately to real numbers provided by participants.

Format: In-person, 8 hours. Groups up to 20. Suitable for individuals and small teams.

Progressive Savings Methods

A four-session virtual program exploring how to build savings incrementally. The program covers envelope-style allocation, automation principles, how to handle income that varies month to month, and the psychological barriers that prevent consistent saving. Sessions are live and interactive.

Format: Virtual, 4 sessions x 2 hours. Groups up to 30. Accessible from anywhere.

Avoiding Common Financial Mistakes

A half-day in-person workshop examining the most frequent financial errors people make. Topics include lifestyle inflation, the real cost of revolving credit, emergency fund neglect, and the normalization of financial stress. Each error pattern is explored with concrete prevention approaches.

Format: In-person, 4 hours. Groups up to 25. Available as a standalone or combined with other programs.

Understanding and Managing Debt

A three-session virtual workshop on debt mechanics. Covers how different types of debt work, how interest compounds over time, what minimum payments actually mean, and how structured repayment methods compare. Practical and focused on application.

Format: Virtual, 3 sessions x 90 minutes. Groups up to 25. Suitable for individuals and workplace groups.

Financial Behavior and Decision Patterns

A virtual workshop on the behavioral economics of personal finance. Examines why people make irrational financial decisions even when they know better — and what structural approaches can interrupt those patterns. Draws on cognitive bias research applied to everyday money decisions.

Format: Virtual, 2 sessions x 2 hours. Groups up to 35. Available in Spanish and English.

Organizational Financial Wellness Programs

A customized workshop series for organizations looking to offer financial education to their teams. We work with HR or management to select the most relevant program combination and delivery format. Available as a one-time event or as a recurring program across multiple sessions.

Format: Flexible. In-person or virtual. Contact us to discuss your organization's specific needs.

Not sure which program fits?

Contact us and describe your situation. We'll help you identify the program that makes the most sense for your context — no commitment required.

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