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WELCOME TO:

THE FINANCE METRO

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a portal to financial literacy

finance in a nut shell

Simply stated, finance is all about capital, encompassing the processes of obtaining, managing, preserving, utilising and growing this seemingly scarce resource - in all its forms.

Throughout history, finance has been an integral part of our civilization. Likewise, today it continues to exert its influence over all facets of our society, and whether on a small or large scale, serving different functions or utilities, it continues to shape our behaviors, decisions and opportunities. 

There is no escaping the pervasive nature of finance; it meets us at each corner and at every turn. In fact, one might argue that finance is fundamentally intertwined with our very existence, reflecting our values, priorities, and aspirations.

Finance is all around us and all about us. We could even say that it IS us!


why our courses?

Despite its relevance, many seem to shy away from engaging with finance, considering it overly complex, dry, inaccessible, even mysterious. Consequently, we witness a poor level of financial literacy not only in the general population but also, surprisingly, among academic circles. 

To challenge this shortcoming, and to demonstrate that finance can be readily accessible to all those who seek to understand it, we have made it our mission to develop an innovative e-learning program aimed at demystifying this fascinating field of knowledge.

To put finance and all its closely-related topics properly in the spotlight, we use a methodology grounded in four core principles we feel are key to optimal learning: Conceptualisation; visualisation; simulation; and analysis.

We weave these principles into our carefully-crafted warm up math "games", engaging and animated videos, interactive Excel workbooks and diverse quiz types to reinforce and cement each topic for the learner.

Collectively, these dynamic resources make for a comprehensive and enduring learning experience which is attested to by our testimonials.

Join us... and master the art! 

what they say
about our courses

It helped me visualise and engage, which made my learning experience effortless and at the same time fun... I actually enjoyed it!
This is completely different to what I have experienced from finance learning to date... It made what can seem like a technical area very accessible
The course expanded and consolidated my knowledge with its well-structured content, clear explanations, engaging delivery and interactive workbooks
The story-telling element woven into the presentations, along with vivid and imaginative animations, make the course interesting - even captivating!

conceptualise. | visualise. | simulate.| analyse. | LEARN

our unique approach

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the four pillars of our methodology

01

conceptualisation 

The most important thing in science is not so much to obtain new facts as to discover new ways of thinking about them.

Sir William Bragg
1862 - 1942

we break down seemingly complex financial concepts into bite-sized, digestible "morsels" of knowledge. Using these building blocks, we then introduce progressively more advanced ideas and their applications to encourage independent inquiry as well as enduring learning and retention

02

visualisation

Visualisation is
daydreaming with a purpose.
Bo Bennett

through story-telling, the use of intriguing narratives, vivid pictures and lasting mental imagery, we bring disparate financial concepts to life, helping you to visualise their role and function in everyday settings

03

simulation

I do not know whether I was then a man dreaming I was a butterfly or whether I am now a butterfly dreaming I am a man.

Zhuang Zhou
369 BC - 286 BC

our interactive workbooks are designed to help you develop a deeper understanding of each topic through simulation and "what-if" analysis, giving you the freedom to specify or modify your input assumptions and observe how these affect the outputs - and how and why?

04

analysis

Knowing is not enough.
We must apply.
Willing is not enough.
We must do.

Bruce Lee
1940 - 1973

using hypothetical but realistic examples, we provide context and application for each financial concept, allowing you to experience it at work in a "real life" environment
Tell me and I forget.
Teach me and I may remember.
Involve me and I learn.
Benjamin Franklin
1706 - 1790

features & benefits
of our training programs

01

practical and entertaining 

a healthy blend of theory and practice with a few warm-up math games thrown in for good measure!

02

hands on

doing is learning, so each topic is supplemented with interactive Excel workbooks and multi-style quizzes to encourage your active participation and re-enforce comprehensive and retention

03

step by step

key topics are presented in a piecemeal fashion and as easily-digestible "morsels" of knowledge based on which more elaborate concepts and their applications are gradually introduced

04

visual

it is said that a picture is worth a thousand words, but we think an animation paints an entire landscape! Our videos are such a landscape, filled with vivid annotations, easy-to-understand graphs, dissected formulas and step-by-step calculations that demystify the mathematics behind each concept 

05

story telling

engaging with a topic through story-telling not only enhances learning but also ignites curiosity, stimulating the senses in the search for a deeper, more enduring knowledge
The most costly outlay is time

Antiphon of Rhamnus
480 BC - 411 BC

introducing our flagship course:

time value of money 

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you only need to master it once!

engaging videos

video hours

interactive workbooks

financial formulas

diverse quizzes

page e-book

probably the best
course of its kind!

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take a tour!

a potpourri of our videos

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a sampling of our e-book 

the role of
compounding frequency

the four variables of TVM

discounted cash
flow analysis

applications in annuities:
the case of ordinary annuities

applications in
equity analysis

applications in fixed income analysis

applications in
personal finance

applications in investment
return measurements

If you knew the magnificence of the numbers 3, 6 & 9, then you would have the key to the universe 

Nicola Tesla
1856 - 1943

test your knowledge with our "Quiz 33"!

Take our quiz and test your knowledge of key financial concepts. Once you have done so, drop us a line and we will send you the answers, along with detailed explanations. 

If you are curious to know why we have chosen such an enigmatic number for our test count, it is a playful nod to Nicola Tesla's fascination with the numbers 3, 6 & 9. We have chosen the first of this "mysterious trilogy" as a tribute to the great scientist and inventor.

While our quiz may not unlock the mysteries of the universe, it serves as an engaging entry point into the captivating realm of finance.

Dive in and master the art!


a sampling of our
papers & articles 

multi-manager portfolio construction

information ratio:
applications in assessing manager skill

construction of an index of risk aversion

understanding diversification

understanding risk & risk aversion:
Bernoulli's paradox

navigating the new DC paradigm:
insights, solutions & strategies for plan sponsors, trustees & members

drop us a line...

we'll let you know when we are up and running!

get in touch

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