JOE🎖 CFA 💰 Expert Finance Accounting Economics
🏆 Trilingual speaker (English, Mandarin and Korean)
🏆 2 Masters Degrees with cum laude
🏆 Investment Banker in South Korea
🏆 Management and Public Relations qualifications
🎖Lived and worked in France, Hawaii and Korea
🎖Passion for Real Estate and Financial Investments
🎖Organised, Creative and Disciplined
🔰 CFA (Chartered Financial Analyst)
🔰 Data Science Specialist
🔰Valuation Analyst
🔰 Technology Commercialization Coordinator
🔰 Business Incubation Manager
📌 🚀 👨🏻💼 📊
Joe’s Courses
🖌 Book club for kids
📗 Diary of a wimpy kid
📗 Wonder
🖌 Economics for students(Customised Course)
📌 Develop your understanding of how society works
📌 How to have a million-dollar mindset
📌 Becoming financially independent and a street smart kid
📗 Turning $100 into #1,000,000
📗 The cartoon introduction to microeconomics
📗 The cartoon introduction to macroeconomics
📗 The cartoon guide to statistics
📊 Practices complex concepts in a spreadsheet with an experts
🖌 Conversational English
📗 Interchange intro
📗 Interchange level 1
📗 Interchange level 2
📗 Interchange level 3
📗 Grammar in use
📗 English Vocabulary in use advanced
🖌 Finance (Customised Course)
📌 Develop your understanding of the markets
📌 Grow your financial terminology for business meetings & promotions
📌 Gain a competitive advantage by understanding the core pillars of business
📌 Contribute to financial planning discussions and investment decision-making
📗 Finance Theory 1, Prof. Andrew Lo, MIT
📗 The millionaire next door, Thomas J.Stanley and William D.Danko
📗 The psychology of money, Morgan Housel
📗 The little book of common-sense investing, John C. Bogle
📗 Personalised notes on finance analytics
📊 Exercises for revision
📊 Spreadsheets for an in-depth discussion
🖌 Economics (Book Course)
📌 Engage with economic issues in a lively manner
📌 Understand in-depth economic reasoning
📌 Critically analyze the movement in societal benefits
📌 Learn how rich countries became rich and the pressure developing countries face
📌 Study how ASIA works closely with NIC to deliver Whole-of-Government outcomes.
📗 Economic facts and fallacies, Thomas Sowell
📗 Economics: the user’s guide, Ha-joon Chang
📗 The wealth of nations, Adam Smith
📗 The value of everything, Mariana Mazzucate
📗 Kicking away the ladder, Ha-joon Chang
📗 Economics for the common good, Jean Tirole
📊 Debate topics for interactive revision
📊 Weekly assignments for reinforced learning
🖌 Business English (Individual Book Course & Group Lessons)
📌 Chapter by chapter analysis and discussion
📌 Enhance your interpretation skills
📌 Develop your business vocabulary
📌 Fun games for in-class interaction and quick learning
📗 Sapiens, Yuval Noah Harari
📗 21 lessons for the 21st century, Yuval Noah Harari
📗 Homo Deus, Yuval Noah Harari
📗 Educated, Tara Westover
📗 30 lessons for living, Karl Pillemer
📗 The subtle art of not giving a fuck, Mark Manson
📗 Think again, Adam Grant
📗 Mastery, Robert Greene
📗 The 48 laws of power, Robert Greene
📗 Triumph of the city, Edward Glaeser
CFA (Level 3)
📌Basic financial knowledge
📌Investment valuation comprehension
📌Grasp application of portfolio management
📌Critical understanding and wealth planning
📌Learn Liability-Driven and Index-Based Strategies
📗 [Books] : Schweser Notes, Schweser’s secret sauce
📗 [Exam questions]: Practice Exam(Schweser, Wiley)
🎯 Classroom Rules: 🎯
🔆 Always be punctual and polite.
🔆 If the student does not show after 15 minutes, the full price will be charged to your account.
🔆 Homework on topics taught in class will be given and must be completed before the next booked lesson.
🔆 ALL cancellations must be done at least 12 hours before the class is due to begin.
🎯 Student Reviews:
Jessica 2021 - “Joe is an expert in finance, he helped me understand pivot tables in great detail. He is patient and always prepared.”