


Introduction: The Money System
FREE for primary schools
We wish to offer our time voluntarily to deliver a 1-hour introductory presentation about 'managing money' for Primary School Years 4, 5 and 6; we encourage parents & guardians to attend too! Children will benefit by understanding the historical origins of money, how the money system works in our global economy, how to be responsible for money and themselves.
If you are a Parent, Guardian or a Student...and wish for your Primary School to consider our voluntary 1-hour presentation...then TAKE ACTION, DEMAND your School Management or Governors to extend me an invitation!



Finance Intensive Courses
for University students
These are suitable for undergraduate and post-graduate students wishing to seek further financial insight.
Each course will last between 8 to 10 hours delivered over the weekend, held in our Central London training suite @ 175-185 Grays Inn Road, WC1X 8UE, United kingdom. There are two-course options to choose from:
Corporate Finance Intensive
Trader Intensive
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Learn about Company Law fundamentals
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legal entities
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legal entity structures
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Learn how to read Financial statements
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Learn methods of Business Valuations
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Review a real Business Acquisition
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Learn how transaction Agreements & Contracts are drawn-up
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Learn about Futures & options
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Technical analysis fundamentals
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Learn price signals
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Learn momentum signals
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Learn time & patterns
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Learn about Trader psychology
Our London training rooms are furnished for an audience of six-persons; with visual projection equipment and fully air-conditioned. Each student shall receive a copy of the slides, ancillary materials & electronic excel models, and have complimentary access to coffee machines & refreshments. If these courses are of interest...please contact Jerry Lee.


Microsoft Excel modelling skills
Learn to use Microsoft Excel proficiently!
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Master key functions that are used 'time and again' in many practical applications (Lookups, IFs, ANDs, ORs, ABS, Left, Right, Mids, Average, SUMIFs, PIVOTs....)
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Master your keyboard shortcuts so you are quick & fast.
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Learn to apply the above functions to solve financial modelling problems (DCF, LBO valuations...) and analyse mass data into meaningful conclusions.
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Finally, learn how to drive Monte Carlo simulations (over 10,000 cycles...) through your Excel models so you can derive a probability distribution of your expected values!
Please contact Jerry Lee for more information of how we can help you become an Excel Jedi!