Profesional Qualifications and Regulatory Exams

I have taught a broad range of the regulatory exams in the UK, such as the CISI Certificates and the Investment Management Certificate. I have also taught the CFA program since 2003, and I am a CFA Charterholder.

Course Design and Delivery

I design courses on a wide variety of financial product topics. These include equities, fixed income, money markets, derivatives, and foreign exchange, all tailored for specific audiences, from graduates to high level management. I have designed courses specifically for the fund management and private wealth areas.

I also provide general courses on economics and technical training on proficiency in Excel.

These courses are designed for a broad range of Investment Banks, Private Banks and other market participants.

Teaching Style and Background

I was based in New York for 3 years training across the North America region, and I have a total of 7 years in London working across Europe.

My training style is energetic and enthusiastic. Rather than just lecturing, the classes may include interactive discussions on real world and recent events.