ABOUT FINANCE MAP

OCTOBER NEWS – NAVIGATING FINANCIAL STATEMENTS

The Navigating Financial Statements class was delivered to a law firm client – “This is my second course with him and again, I think he is in the top bracket of anyone who has presented training for us.”

OCTOBER NEWS – FINANCE MAP

One of my long standing law firm clients had their fourth and fifth Finance Map classes of this year – all of them remote. I am always happy to give a price discount to multiple users in a single year.

OCTOBER NEWS – TWO NEW CLIENTS

I taught Finance Map to a new Executive Search client, and Navigating Financial Statements to a new Public Relations client. The former was kindly referred to me by a competitor in the sector.

SEPTEMBER NEWS – “INVESTING UNRAVELLED” INTEREST

One of my longest standing law firm clients is recommending the use of my new “Investing Unravelled” class next year, as an employee benefit to those starting to manage their own personal investments.

SEPTEMBER NEWS – LAUNCH OF NEW CLASS

I have launched my new class, “Investing Unravelled”, whose objective is to assist individuals with making their own personal investments. As with my other classes, the focus is not on advice, but on improving knowledge.

SEPTEMBER NEWS – WEALTH MANAGEMENT CLIENT

I taught the September joiners at a top asset management firm. I always think my class would have been perfect when I joined my first financial institution all those years ago.

AUGUST NEWS – AVERAGE CLASS SIZES INCREASE

My average Finance Map class size has been steadily increasing, with one class of 29 people. I have quickly learned with Webex and Zoom how to share my materials on screen while keeping the class participants in view.

AUGUST NEWS – TWO CLASSES IN A DAY

One of my longstanding UK clients likes me to teach trainee classes to two separate groups on both morning and afternoon of the same day – I found that this could be managed relatively easily with remote delivery.

AUGUST NEWS – EXCITING NEW BUSINESS

I taught 40 associates in two classes with one of the world’s largest law firms, who decided to use Finance Map for the first time when the lock-down necessitated remote delivery. They have now made four further bookings this year.

JULY NEWS – MORE ONE-TO-ONE TUTORIALS

Two young job seeking individuals received my tutorial – the screen sharing facility means that my one-to-one Finance Map sessions may work even better “remotely” than “face-to-face”.

JULY NEWS – A VARIETY OF REMOTE CLIENTS

Two more Finance Map classes for law firms this month, but also one for my favourite wealth management firm, and another for a group of female investors that was very kindly organised for me by a previous client.

JUNE NEWS – MORE LAW FIRM ASSOCIATES

Three more classes were delivered remotely – “the handouts were excellent visual aids and were set out very clearly with a mixture of text and images” – “his explanations were seamless and incredibly straightforward to follow”.

JUNE NEWS – REMOTE CLASSES GET BETTER

I was fortunate that my Finance Map materials were already ideally suited to remote classes. I have only needed to adapt my delivery for the new type of audience, and I feel that I am learning new techniques with every session.

MAY NEWS – MORE FORMAL FEEDBACK

This came from a top law firm: “Matthew has been delivering his session face-to-face at the firm for several years and receives consistently excellent feedback from participants. This feedback was echoed for his remote delivery”

MAY NEWS – FEEDBACK ON THE NEW CLASSES

Associates from one law firm were asked afterwards “How effective was this training as a virtual session?” Of twelve respondents, nine of them rated it “6 out of 6” (“excellent”) and three rated it “5 out of 6”.

MAY NEWS – FIVE REMOTE CLASSES

I delivered my classes remotely to four law firm clients and one consulting firm during the month. I am enjoying the new challenge, and have been pleased to find that the reviews are as good as when I am in the classroom.

APRIL NEWS – NEW LAW FIRM CLIENT

One very large law firm, which first saw my Finance Map offering back in 2015, has been tempted by the remote video conference version to use Finance Map for the first time over this summer.

APRIL NEWS – REMOTE FINANCE MAP BOOKING 

I delivered my first remote class via Webex to an audience of 13 senior employees of an insurance broking client, and eight more companies have booked my remote classes over the summer months.

APRIL NEWS – PREPARING FOR REMOTE TEACHING 

It was another quiet month for classes, but with my team’s help I trained myself on Webex, Zoom and Teams; and I converted my teaching materials into PDF format for easy transmission ahead of classes.

MARCH NEWS – ARMY LEAVER CLASS

In spite of the circumstances, it was easy to deliver my one-on-one Finance Map class to an army leaver with an interest in joining a financial firm. This side of my business might even grow during the lockdown.