Continuing Education & Test Preparation
Learning Objectives, History & Experience
These sessions are intended for both financial and non-financial professionals who seek to augment their knowledge of financial markets, products and services.
In past sessions I’ve designed, developed and taught classes to all levels of professionals, from new hires with no financial knowledge to experienced C-Level executives.
I have taught and conducted tutoring sessions for all 3 levels of the CFA Exam for multiple clients.
Notable clients include:
Courses Offered
1
Global Markets
Global markets consist of: interest rate, credit, forex, commodities and stock markets. These courses cover the tools and techniques relevant to investors, risk managers and corporate financiers in today’s markets. Areas of study include: financial risk management, various derivative strategies and structured products.
2
Capital Markets
Capital markets courses explore the processes involved in enabling institutions to raise capital. The primary focus is on debt and equity capital raising and the creation of securities. This focus area also covers securitization and asset-backed securities.
3
Investment Management
In this focus area, we examine the best practices used by asset managers to generate required investment returns. Courses include management of equity, debt and alternative investment vehicles.
4
Corporate Finance & Investment Banking
International corporate finance and investment banking industries have never been more robust. This focus area covers courses in Valuation, Financial Modeling, Leverage Finance and other traditional corporate financing areas.
5
Multiple Topics Seminar Series
Generally, these programs run for 3-5 days, although some clients prefer a series of shorter 1-2 day sessions. All of the programs are modular and customizable. Analyst and associate training programs generally run for 4-6 weeks.
An example of a seminar series covering many of the above areas is:
- Business Acumen for Back Office, Technology and Operations – covers many areas of global markets, capital markets and investment management.
For more course details please contact richard@mpcadvisory.com
Associate VP, TD Bank Financial Group
“Thank you for the trainings you gave us this week. I have learned a lot in the two days, though it’s been a short time. The fixed income market is really interesting to me and I think I am going to explore more in the future.”
Associate, Citibank Taiwan
“Thanks for your impressive lecture and the way you delivered this topics. Instead of bundles of terms and complex theory, you displayed the structured product in such an intuitional and straightforward way that most of us can seize the key concept in quite short period of time. That’s fantastic. If there is any chance that you are invited again to be a lecturer in Taiwan, I will recommend your class to my friend for sure.”
Vice President, HSBC Bank
“The seminar gave excellent insight into very relevant global markets products which above all are current. The course was very practical – the knowledge that I gained in instruments help in approaching the client by increasing the chances of making the deal and improving the client relationship.”
Senior Relationship Banker, Deustche Bank
I wanted to thank you again for the outstanding class in Corporate Finance Techniques. It was much appreciated by our staff.
Senior Accountant, U.S.-Saudi Arabian Business Council
The CFA Level III results for May 2021 came out today and I am fortunate to have passed! 🙂 It has been a 6-year long journey personally for me and I am just glad to be on the passing side. I wanted to take this opportunity to thank you for all the guidance I received from you for Level 3. CFA is a grueling program and your guidance and coaching was an invaluable resource for me.
Thanks Richard for all your advice and support.
Cheers,
KC (CFA Level III student)
Vice President, Investments, CICC
“Fabulous class! Your structured products class is so inspiring for me.”