Finance training that turns theory into real-world skill.

An educator with 10+ years in financial services — 7+ of them teaching valuation, financial modelling and derivatives to analysts, wealth managers and students from diverse backgrounds — across the GCC and India, from global banks and sovereign funds to business schools and individual candidates.

Rahul Agarwal, finance educator CFA · DIP-IFRS · QPFP

Teaching finance to the people who use it — from first-year analysts and wealth managers to students starting out.

10+
Years in financial services
7+
Years training professionals
5000+
Students & professionals taught
5000+
Hours taught

Programs built for people who move markets.

From full-length CFA cohorts to bespoke analyst-development programmes for banks, asset managers and sovereign funds.

Corporate Training

Bespoke programmes for banks, AMCs and sovereign funds, equity & fixed income valuation, derivatives, treasury and capital markets, and analyst-development tracks.

ValuationDerivativesTreasuryFixed Income

Business-School Faculty

Visiting faculty for PGDM and executive programmes, three-statement modelling, equity and fixed income valuation, project finance and AI in finance.

IMT NagpurGreat LakesFinancial Modelling

Exam Preparation

Structured, high-pass-rate preparation for CFA (all levels), CMA (US), IMC, NISM and the Diploma in IFRS, for individuals and corporate cohorts.

CFACMA (US)IMCDip-IFRS

Specialised Programmes

AI for finance (Microsoft Copilot & VBA automation), behavioural finance, and finance-for-non-finance taught to diverse students globally.

AI for FinanceBehavioural Finance

How I teach.

A practitioner first, a teacher second — so every session connects to the job, not just the syllabus.

Taught by a practitioner

Before teaching full-time I worked as an equity research analyst and a wealth manager. Concepts are framed the way they actually behave on a desk, not just as exam theory.

Built in Excel, not just slides

Valuation and modelling are learned by building — live and hands-on in the spreadsheet — so participants can do the work afterwards, not just recognise it.

Mapped to the real job

Each programme is scoped to the participant's actual role — analyst, RM, distributor or exam candidate — and the outcomes their team needs.

Results that show up

A 100% certification-programme pass rate in 2025 for one of the world's largest sovereign wealth funds, and analyst-development programmes trusted by global banks and sovereign funds.

Where I've taught.

Trusted by global banks, sovereign funds, asset managers and business schools.

IMT Nagpur Great Lakes, Chennai Xavier Business School Sovereign wealth funds (GCC) A presidential / royal office (GCC) BNY HDFC Bank Bank of America Aditya Birla Sun Life AMC ICICI Securities SBI Mutual Fund Edelweiss Mutual Fund

IMT Nagpur, Great Lakes and Xavier Business School are direct engagements. Programmes for sovereign wealth funds, government offices, global banks and asset managers were delivered on behalf of leading training providers (Kaplan, Fitch Learning, FINX, NAL Academy and others).

“
It's an honour — you made learning so easy!
Vyshnavi Tallam · Morgan Stanley · Graduate programme

Planning a programme for your team?

Corporate training, business-school sessions, or exam-prep cohorts, let's design something for your people.

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