March 2023 – Problems for the banks

My classes are now including discussion of Silicon Valley Bank and Credit Suisse, and how in March they were both brought down by deposit withdrawals – precipitated by different concerns in each instance.

March 2023 – Financial Statements class

“Would love another session – very helpful and useful for my practice” – “Answered all of our questions well and helped us to work out answers (not just tell us the answer)” – “Great content, delivered really well” – “It was perfect”.

February 2023 – Executive search firm

I returned to this executive search firm to give my Finance Map class, which allows their younger employees to gather more detail on the different activities of their different bank and asset management clients.

February 2023 – Family group sessions

In December and February, I taught my Finance Map and Investing Unravelled classes to a family group of three, and I was delighted that one of the sons used the knowledge gained to help to secure a job with a major bank.

February 2023 – New law firm client

As my first brand new client for this year, this top five US firm took my Financial Statements class – unusually they chose it ahead of the Finance Map session – and they are planning to book again shortly.