Frank S.
Private tutor in Toronto, Canada
Education
MBA from U of T CFA Charter Holder Canadian Securities Course CSC complete
Experience
1. Finance courses: Introductory Finance, Managerial Finance, Business Finance, Corporate Finance, Securities Valuation, International Financial Management, Derivatives a) NPV, IRR, payback period, WACC, EBIT, EBITDA, CAPEX, CCA, , FCFF, FCFE, DDM, Golden Growth Model, EV/EBITDA b) options, forwards, futures, swaps, Black-Sholes model, binomial tree, trading strategies (bull/bear spreads, stradle etc) c) bond pricing, principal, yield, coupon rate, maturity, duration, Macaulay Duration, convexity d) unlevered and levered value of a company, CCA, tax shield, , M&M theories, capital structure, dividend policy, leasing, merger & acquisition e) CAPM, Fama-French model, HML, SMB, variance, standard deviation, covariance, Beta, Alpha, risk free rate f) FX trading, OANDA platform, purchase price parity, market order, limit order, take profit, stop loss order etc. 2. VBA courses: a) OMIS6350/OMIS3670 Advanced Spreadsheet Modelling & Programming for Business b) ECO2508H Advanced Financial Risk Management c) FIN731 Financial Modelling II d) MGFD60 Financial Modeling & Trading Strategies e) Spreadsheet-Based Decision Support Systems for Business f) Graduate Level Advanced Excel Modelling in VBA 3. Excel VBA tutoring and developing: I can either teach you how to use VBA or develop VBA codes for your projects. a) extract data from different sources to establish database: EOD files (xls, csv, txt, pdf), MS Access (SQL), Bloomberg, internet websites or from source codes (like Yahoo) etc. b) manipulate within database: strings, numbers, web links, images, pivot tables/pivot charts c) build models either quantitative or customized to perform statistical/financial analysis on the raw data d) generate customized daily/monthly/quarterly reports to client's need e) connect to Outlook to extract data from specific emails or send out emails with customized content/pictures/attachments f) any process automation connecting among internet web pages, Excel, Access, Outlook, Word, PDF and Bloomberg etc. 4. Canadian Securities Courses CSC Usually when students came to me, I found they had the knowledge of finance but they don't really understand what CSI wants to test in the exam. For example, chapter 6 and 7 fixed income. They know what bond is but are stuck with the bond price, yield, coupon and the calculation. Some are very confused with coupon rate and yield. In my opinion, to quickly understand fixed income chapters, there are only two key study points there: 1. four formulas (PV, YTM, accrued interest and yield to T-Bill) and 2. relationship between price and yield/coupon/maturity. So if you understand them, you will be able to write the exam for this part. My existing clients include professionals on the Bay Street, students from universities such as U of T, York, Ryerson etc., small business owners, individual investors from different industries. I am an MBA from U of T and CFA Charter holder. I am working in a Canadian bank.
Availability
Weekdays in the evening, Weekends at any time
Can Meet
Up to 10 minutes away for no additional charge
Hobbies
trading and coding
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