Finance Map

December is always a quiet month for the business, but I gave a remote Finance Map class to a mother and two young sons, one of whom excitingly dialled in from Antarctica where he is currently working.

I received this feedback on a pro bono session given in October at one of my best law firm clients – “Your session was key in helping us deliver our mandate to educate underprivileged students on all aspects of a career in the City”.

Another session for lawyers with explanation of financial statements from a non-accountant. More than half of the firms using Finance Map follow up with the Financial Statements class – either immediately afterwards or a few months later.

I gave Finance Map classes to 30 and then 26 people. I am comfortable to increase my maximum class size to 30 for this session, but I still prefer smaller groups for Financial Statements, with its much more numerical content.

There are now a lot of wealth management professionals who are using my teaching about investment banks, hedge funds, private equity firms and credit markets to improve their private client relationships.

These comments came from four separate firms: “Genuinely excellent session pitched just right” – “I enjoyed the level of interaction” – “You really have the magic touch” – “I enjoyed it tremendously and have learned a huge amount”.