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Since January 2020
Instructor since January 2020
Financial foundations 101 - Understanding Money for a more empowered life
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From 84 C$ /h
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Money will be one if the most powerful and necessary tools you'll need and use throughout your life.

For those new to money (kids and young adults) to those relearning money for better results in life you'll learn and debit/ credit cards, credit scores and how to make it all work for you in the best possible way.
Extra information
Have something to record notes
Location
location type icon
Online from Puerto Rico
Age
Children (7-12 years old)
Teenagers (13-17 years old)
Adults (18-64 years old)
Seniors (65+ years old)
Student level
Beginner
Intermediate
Duration
30 minutes
60 minutes
The class is taught in
English
Availability of a typical week
(GMT -04:00)
New York
at teacher icon
Online via webcam
Mon
Tue
Wed
Thu
Fri
Sat
Sun
00-04
04-08
08-12
12-16
16-20
20-24
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I have PhD in economics from Georgetown University and I have a BA in economics from Bogazici University. Over the past 10 years I have worked as a professor of economics and finance in different universities. I have also given training programs both individually and at the corporate level in financial management. Below are some topics that I cover in my training programs.
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This course is intended for those, beginners or advanced, who wish to better understand how financial markets work and their link with the macroeconomic environment. The idea is to move from the theoretical bases of economics and finance, such as supply and demand, the formation of interest rates... to the practical aspect: asset classes (shares, bonds, metals, etc.), better analyze and manage your investments.
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This training formula based on intensive coaching is intended for traders who already have a strategy in place but are plateauing and unable to progress or worse see their trading capital melt away like snow in spite of all their efforts to redress the situation.

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Why is this so?

Because it is rarely the strategy that is the problem but the trader himself.

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This formula is structured as follows:

A-Audit of the trading system in place

1-Is there a clear entry strategy?

2-Is there a clear exit strategy?

3-Does the strategy developed by the trader produce a positive trading gain expectancy?

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Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and consistency.

B-Audit of the risk management in place

1-Is risk management by trade in place?

2-Is the overall risk management of the portfolio in place?

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Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and consistency.


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Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and regularity.

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If so, I am here to help.

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How I work
We start with your course outline and recent work to see where you are losing marks or getting stuck. Many students can follow the formulas but struggle to decide which method to use or how to interpret the result. We work on that directly, using your own problem sets and past papers.

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Contact Tara
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I have PhD in economics from Georgetown University and I have a BA in economics from Bogazici University. Over the past 10 years I have worked as a professor of economics and finance in different universities. I have also given training programs both individually and at the corporate level in financial management. Below are some topics that I cover in my training programs.
• Understanding Financial Statements
• Financial Statements Analysis
• Time Value of Money and Its Applications to Real Life Issues
• Bond Valuation
• Equity Valuation
• Capital Budgeting and Investment Appraisal
If you want to improve your finance skills that would be best training program that you should take.
verified badge
This course is intended for those, beginners or advanced, who wish to better understand how financial markets work and their link with the macroeconomic environment. The idea is to move from the theoretical bases of economics and finance, such as supply and demand, the formation of interest rates... to the practical aspect: asset classes (shares, bonds, metals, etc.), better analyze and manage your investments.
verified badge
This training formula based on intensive coaching is intended for traders who already have a strategy in place but are plateauing and unable to progress or worse see their trading capital melt away like snow in spite of all their efforts to redress the situation.

The idea of this custom trading course is to echo the trader's fragility or lack of edge, the risk control, the psychological biases that are strongly embedded in the trader's mind and that are damaging to their growth as a trader.

I never have any trouble understanding the specific strategy of each trader whatever his time horizon, the asset traded (stocks, futures, forex, cryptos), the use or not of price or volume indicators.

Why is this so?

Because it is rarely the strategy that is the problem but the trader himself.

The objective of this training, which is similar to ultra-targeted coaching sessions, is to objectively mirror the weak points of the strategy in place in order to obtain tangible results.

This formula is structured as follows:

A-Audit of the trading system in place

1-Is there a clear entry strategy?

2-Is there a clear exit strategy?

3-Does the strategy developed by the trader produce a positive trading gain expectancy?

4-If so, does the trader apply it systematically for each opportunity it generates?


Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and consistency.

B-Audit of the risk management in place

1-Is risk management by trade in place?

2-Is the overall risk management of the portfolio in place?

3-Is the management of the concentration risk of the positions in place?

4-Is the management and analysis of the correlation between the assets held in the portfolio in place?

5-Is drawdown management in place?

Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and consistency.


C-Audit of the quantity and quality of the tools put in place by the trader

1-Is a relevant daily routine in place?

2-Are the tools used appropriate and sufficient: screeners, alerts, backtesting, trading logs, dashboards for calculating risk and market exposure of the portfolio, etc.?

Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and regularity.

D-Audit of cognitive and emotional biases

1-Questionnaire submitted to the trader for the identification and evaluation of psychological biases detrimental to the trader's performance,

2-Situational exercises based on recent trades made by the trader and the psychological biases induced or highlighted.

Proposed solutions and actions to be implemented gradually by priority to progress or return to the path of performance and regularity.
verified badge
With experience in surgical precision

📈 Private Trading Lessons – CFDs on Stocks & Stock Indices 📉

Do you want to learn how to trade the financial markets seriously and develop a real investment strategy?
I offer personalized courses adapted to your level, from beginner to more experienced trader.

🎯 Proposed program:

Understanding and using the TradingView platform

Basics and improvement of Price Action

ICT & Smart Money Concepts (SMC) methodologies

Analysis via Volume Profile and Liquidity Zones

Reading chart patterns and market structures

Risk Management and Trading Psychology

Application on CFDs on Shares and Stock Indices

✅ Objective: to make you independent in your analysis and decision-making, by developing a rigorous and professional approach with the aim of becoming profitable and profitable.

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Online courses (video conferencing, screen sharing, live case studies)

Step-by-step monitoring and support


📩 Contact me now for more information or to book an initial discovery session.
verified badge
Instructor for the Internal Auditor Certification Course. With a strong background in the subject matter and a passion for imparting knowledge, I am keen on contributing to the professional development of aspiring internal auditors.

I am dedicated to fostering a dynamic learning environment that encourages critical thinking and practical application of concepts.
verified badge
For all levels, I give you the essential basics on Excel or other spreadsheets and on finance in order to develop your skills. We will see the essentials, namely, Income Statement, Cash Flow Statement, Balance Sheet, LBO Model, DCF model. We can then explore advanced tools according to your needs. You can also submit case studies to me and I will respond with an adapted methodology.
verified badge
Doctor of Economics with a Master's degree in Statistics teaches statistics for secondary school, high school, gymnasium, vocational schools, apprenticeships, university (especially for economics).
Also: courses in econometrics, finance and business management.
Home schooling (up to 25 km from Neuchâtel), or at a location in Neuchâtel, or remotely with a webcam and a program such as Teams or Google Meet.
verified badge
This will be a course with the following gains:
1- How to specify financial objectives for individua and family, short and long term
2- How to manage income and expenses, while prioritizing needs and wants.
3- How to get through hard times and financial destress with the least harm.
4- Understanding basics of investing and longer term financial planning.

If class is for a single apprentice, personal financial policies may be discussed.
verified badge
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verified badge
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I am a Swiss-based tutor with a strong academic background in Mathematics, Data Science, Artificial Intelligence and technical problem-solving. This gives me a clear, analytical and structured way of teaching Financial Studies, Accounting and Business.

My lessons are designed for students who want to understand financial concepts, accounting methods and business calculations clearly, while also improving their exam technique and confidence.

➤ UK, INTERNATIONAL & UNIVERSITY-LEVEL SUPPORT

With many years of teaching experience, I support students studying finance, accounting and business-related subjects at school, college and early university level.

I especially support students preparing for:

→ LIBF Certificate in Financial Studies
→ LIBF Diploma in Financial Studies
→ AAT Accounting qualifications
→ GCSE Business
→ IGCSE Business
→ A-Level Business
→ International A-Level Business
→ University foundation finance modules
→ First-year Accounting and Finance modules
→ Business, management and finance-related courses

I also support students following major UK and international exam boards, including:

→ Cambridge International
→ Pearson Edexcel
→ AQA
→ OCR
→ LIBF
→ AAT

➤ TOPICS I HELP STUDENTS MASTER

I support students with important Financial Studies, Accounting and Business topics such as:

→ Personal finance
→ Saving, borrowing and budgeting
→ Financial products and services
→ Interest rates and inflation
→ Risk and return
→ Sources of finance
→ Cash flow forecasts
→ Break-even analysis
→ Revenue, costs and profit
→ Profit and loss accounts
→ Balance sheets
→ Financial statements
→ Financial ratios
→ Double-entry bookkeeping
→ Debits and credits
→ Business objectives and strategy
→ Marketing and market research
→ Operations and human resources
→ Business case-study questions

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My lessons are clear, structured and strongly focused on understanding and exam success. I explain difficult topics step by step and connect theory with practical examples, calculations and exam-style questions.

Students learn how to:

→ understand financial and business concepts
→ use the correct formulas
→ calculate step by step
→ interpret tables, graphs and financial data
→ understand accounting statements
→ structure longer written answers clearly
→ avoid common exam mistakes
→ apply theory to business case studies
→ answer calculation questions with confidence

➤ STRONG SUPPORT FOR CALCULATIONS AND WRITTEN ANSWERS

Many students struggle in Financial Studies, Accounting and Business because they have to combine theory, calculations and written explanations.

My lessons focus on all three parts:

→ clear understanding of the topic
→ correct use of formulas
→ clean calculation steps
→ strong written explanations
→ clear exam structure
→ confident analysis and evaluation

This helps students improve not only their knowledge, but also the way they present answers in exams and coursework-style tasks.

➤ SWISS PRECISION WITH MODERN ANALYTICAL THINKING

I combine the precision of the Swiss education system with a modern background in Data Science, AI and mathematical analysis.

This allows me to teach Financial Studies, Accounting and Business in a logical, practical and highly structured way. I help students understand the thinking behind financial decisions, accounting results and business performance.

➤ MY GOAL FOR EVERY STUDENT

My goal is to help students move from confusion to clarity — and from uncertain answers to strong performance.

I want every student to feel more confident when working with financial calculations, accounting statements, business case studies and longer written exam questions.

With the right structure, clear explanations and regular practice, students can make real progress and approach their exams or university modules with much more confidence.
verified badge
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This course is designed for complete beginners as well as traders who want to improve their understanding of the market. I teach Forex trading in a simple, practical, and easy-to-understand way using real market examples.

During this class, you will learn:

• What Forex trading is and how the market works
• How to read candlestick charts
• Market structure and trend identification
• Support and resistance
• Risk management and money management
• Trade entry and exit strategies
• Trading psychology and discipline
• Live chart analysis and practical examples

My goal is not just to teach you how to place trades, but to help you understand why trades are taken and how to build consistent trading habits.

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verified badge
As a qualified accountant and consultant, I offer my expertise to independent professionals, freelancers, and small businesses looking to regain control of their administrative and financial management. My goal is to make finance simple, practical, and directly applicable to your daily operations, without unnecessary jargon.

Tailor-made support for your management
Are you launching your business or feeling overwhelmed by paperwork? I can help you structure your administrative organization to efficiently file your supporting documents, issue invoices, and anticipate deadlines without stress. I design custom, user-friendly Excel tools to manage your cash flow, analyze your margins, and track customer payments. Finally, I provide clear insights into your specific situation.

My working method
Every collaboration begins with an analysis of your needs and current roadblocks. Together, we define a pragmatic action plan, 80% focused on practical application and the implementation of concrete solutions directly applied to your own documents. You leave each session with immediately usable, operational tools to optimize your time.

Practical arrangements
Support sessions are conducted online (via a video platform with screen sharing) or in person, depending on location. I offer one-off interventions to resolve a specific problem or unblock a situation, as well as regular follow-up sessions tailored to your needs.
verified badge
Would you like to learn how the financial markets truly operate and discover how to make better investment decisions?

If so, I am here to help.

I have been professionally active in the financial markets for institutional clients for several years, specializing in both short-term trading and long-term investing.

Throughout this period, I have gained extensive hands-on experience and achieved above-average returns utilizing various trading and investment strategies.

Additionally, through my corporate professional work, I have mentored and trained other traders and long-term investors.I believe it is crucial for people to receive accurate, independent information about investing and trading.

The internet is flooded with information that is incomplete, misleading, or simply incorrect. This often leads people to make poor choices and take on unnecessary risks.That is why I want to leverage my knowledge and practical experience to give you a realistic, well-founded perspective on the financial markets.My goal is not to promise you quick riches, but to equip you with the knowledge and skills needed to make better, well-considered financial decisions for yourself.

I will teach you the essential knowledge and skills required to understand the financial markets, analyze companies and stocks, and confidently make well-informed investment decisions on your own.

My lessons are practical and tailored to your specific level of knowledge and personal learning goals. We combine theory with real-time examples from current financial markets, ensuring you don't just understand what you are doing, but, more importantly, why.
verified badge
I have 20 years of experience tutoring Economics, Business and Finance, and I teach finance from A Level through to Masters level.

My finance background: MPhil in Management with Distinction from the University of Cambridge (Judge Business School), where I studied Accounting and Finance, Financial Reporting, Capital Markets and Strategic Valuation. I also hold a PhD in Economics from UCL, and I taught Financial Institutions to undergraduates at Queen Mary, University of London. I have also worked in equity research and asset management, so I can show how the theory is used in practice.

What I cover
• Corporate finance: time value of money, NPV and IRR, cost of capital, capital structure, dividend policy
• Valuation: DCF, multiples, company analysis
• Financial reporting and accounting: financial statements, ratio analysis, cash flow
• Capital markets, portfolio theory, CAPM, bonds and derivatives basics
• Banking, money and financial institutions
• The finance units of A Level Business and IB Business Management
• Guidance on finance essays, coursework and dissertations
• Interview preparation for finance and consulting roles, including case studies and numerical tests

How I work
We start with your course outline and recent work to see where you are losing marks or getting stuck. Many students can follow the formulas but struggle to decide which method to use or how to interpret the result. We work on that directly, using your own problem sets and past papers.

Lessons are online and one to one. Send me a message through Apprentus with your course, level and what you would like to work on.
verified badge
I'm here to help you make sense of top-down macroeconomic fundamental analysis in generating investing & trading ideas. I'm providing thinking frameworks, generalist industry knowledge, professional tools, and career advice to aspiring economists, investors, traders, and financial professionals.
Good-fit Instructor Guarantee
favorite button
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Contact Tara