What if you could learn practical skills to improve the overall financial health of your nation, business or household– all in a structured workshop designed with your problems in mind?

I am an experienced financial trainer, specializing in workshops and seminars on finance and investments designed for governments, professional groups and sophisticated investors. I use on-line learning, customized in-house training and advisory work to help you achieve your desired outcome.

If you’re a government or a sophisticated investor, you may need to stay on top of trends and best practices in finance and investments. If you’re a professional in accounting, IT, legal or consulting, you may need to understand the specific industries and unique financial issues faced by your clients.

Here’s a sample of structured workshops I’ve delivered that you’ll want to consider:

• “Effective Government Cash Management”
• “The Basics of the Banking Industry”
• “Fundamentals of Finance for Non-Financial Professionals”
• “Structure of the Capital Markets – for Attorneys”
• “Introduction to Fixed Income Securities”
• “Equity Portfolio Construction”
• “Credit Analysis of Financial Institutions”
• “Active Bond Management”
• Please contact me to discuss your training needs!