Student Lounge Up-skilling colleagues in FRA

Up-skilling colleagues in FRA

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      Definitely! The biggest problem I have is keeping to a 30 min slot…I just wanna keep going!

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      @Mattjuniper I do the same thing at my firm – basic classes to HR and support. It’s a great way to practice, and also a great way to meet new people 😀

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      Devised my own as the CFA went into too much detail for what i needed. Basically split it into the following:
      1) Fundamentals of financial reporting
      2) P&L
      3) Balance Sheet
      4) Cash Flow
      5) Financial ratios

      The above was my initial aim, but now we’ve pretty much finished that I’ll offer to carry on and go into more detail in other areas

    • Avatar of ReenaReena
      Participant
        • CFA Charterholder
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        It helps with presentation skills too @Mattjuniper – I think it’s a great initiative! Not a lot of firms focus on personal development these days… Not to mention you feel good after that teaching / helping people out in a technical topic!

      • Avatar of Zee TanZee Tan
        Keymaster
          • CFA Charterholder
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          Conducting in-house training is always good – as @mattjuniper said you practice your knowledge, you obtain leadership and presentation skills, and give yourself better confidence at work, plus you network a lot more and get a better reputation in your firm. Win win win!

          I didn’t do any CFA training, but I did give Excel training back in the day and it was really helpful. 🙂

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          Out of sheer curiosity @MattJuniper did you devise your own lesson plan or did you follow the CFA curriculum as a guideline? I find the hardest part of teaching anything is the time devoted to preparing the material to deliver in a coherent manner.

          Do you just get up and talk or use powerpoint and/or the whiteboard as aids.

        • Avatar of Zee TanZee Tan
          Keymaster
            • CFA Charterholder
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            Next stop – CFA video lectures @mattjuniper 🙂

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