My teaching method is based on several key steps:
1) Intuitive introduction with real life examples of the topic to be covered.
2) Theory foundations.
3) Theory applications with simple pen and paper exercises.
4) Optional: more complex real life examples using simple introductory coding (Python and R).
Introduction of coding at point 4) is optional for the student but I think it helps to introduce the student to the future demands of the job market.
I am a professional CFA-qualified investor with experience training high school students and young professionals.
* I have a total of 10 years teaching and mentoring experience.
* Experience teaching on one-to-one lessons as well as groups of four students.
* My students normally appreciate my degree of commitment with them.
Perfect! I work at a private equity firm, we hired Carlos to teach a 3-month bi-weekly course for our junior analyst. He did an excellent job, and I'm happy to say that we've seen a noticeable increase in the speed of our analyst's progression due to the teaching Carlos provided. He was reliable and punctual, as well as flexible in scheduling when necessary. I can recommend him to anyone looking to improve their finance knowledge, from student to professional.
A quote from our analyst directly:
"Carlos is a very knowledgeable tutor, able to answer any questions I had. He obviously has a lot of experience, and can approach and explain problems both qualitatively and quantitatively, without getting lost in the details. His openness to adjust his lesson plans based on my needs was also much appreciated. Would highly recommend."
Max contacted me to provide corporate finance, accounting, financial statement analysis and valuation training for one of his junior analysts at work. Max was very professional during the whole training providing the right tools to deliver the lessons, great facilities, and reliability in terms of payment. I did have a great time training Jean (Max's trainee analyst) and helping him grow professionally.
Perfect! Carlos was very quick to respond and provided me the exact tutoring I needed.
He was very punctual and pleasant and I would highly recommend him to anyone wishing to study this area of finance
Jordon knew exactly what he wanted so it was easy to deliver the lesson on a timely and comprehensive manner. He was a good host offering some coffee and also time to go out for a lunch break. Last but not least, no problem about the payment as every developed as we agreed on the phone.
Perfect! Carlos is a great tutor. Extremely qualified and has a deep understanding of the subject. He brings things to life through case studies and real like examples he has worked on which makes everything that much more interesting.
HIGHLY RECOMMEND HIM.
I provided intensive training on Corporate Finance Modelling and Accounting to Theo. Theo was extremely keen to learn the foundations of accounting analysis, financial statement analysis and excel-based financial modelling. Lessons took place in his home and I really enjoyed my time there as Theo is an excellent host. Everything related with payments and lesson day appointments was also very smooth and flawless and I didn't have any kind of issues.
I had the pleasure to work with Carlos recently. I enlisted his help to go over key mathematical concepts used within Finance which would have taken me longer to grasp by myself.
I would highly recommend anyone studying Finance at a post-grad level to contact Carlos. He was able to explain complex concepts with ease.
Carlos helped me immensely through the preparation for my CFA exams, he is very professional and knowledable. I liked the way he applied the examples from every day life to explain the subject. He definitely goes an extra mile for his students.
I reached out to Carlos on the Superprof website to get help on a university M&A project (DCF, Comps, Options Valuation, Accounting) and receive career advice (CV, Cover Letter, Applications) for an Investment Banking role. Within a couple days we met for out first lesson and kept in touch on a weekly basis.
Carlos is very passionate about Finance, extremely knowledgeable and is able to communicate answers to my questions in a manner that is easy to understand. He was attentive, has positive energy and never cancelled a lesson throughout our meetings.
I was able to achieve exactly what I set out to do - delivering a solid piece of M&A work and being in a position to apply for Investment Banking roles. Carlos exceeded my expectations, especially as I have come out of this project with the knowledge to tackle real life technical questions that will help me in career. I am very thankful to Carlos, and I would definitely recommend him to Superprof members. I hope we get a chance to work again.
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