CFA | Investment Banking | Financial Modeling | Real Estate

Francisco L.

About Me
I’m a strategic finance professional and passionate tutor who helps students master the full spectrum of financial concepts — from CFA exam prep to investment banking interviews and real estate modeling. My teaching style is clear, pragmatic, and tailored to your goals. Whether you're just starting out or deep into advanced topics, I’ll help you build confidence and real-world fluency.

My Background
I’ve worked across Investment Banking, M&A, Corporate Strategy, and Real Estate Investing — advising CEOs, leading multi-billion-dollar initiatives, and training teams in financial modeling. I hold an MBA from INSEAD and Wharton, a Certificate in Quantitative Finance, and I’m a CFA charterholder. I’ve lived and worked across Europe, Asia, and the U.S., and I speak four languages fluently.

What I Teach
I specialize in high-impact finance topics, including:
- 📚 CFA Exam Prep (Levels 1, 2, and 3)
- 💼 Investment Banking & M&A (interview prep, deal structuring, valuation)
- 📊 Financial Modeling (Excel, VBA, scenario analysis, dashboards)
- 💰 Fixed Income & Derivatives (bonds, options, forwards, futures)
- 🧾 Financial Statement Analysis (ratios, trends, red flags)
- 📉 DCF & Valuation Techniques (enterprise value, comps, LBO)
- 🏘️ Real Estate Financial Modeling & Investing (cap rates, IRR, cash-on-cash returns)

Why Work With Me
I’ve mentored professionals and students across all levels — from CFA candidates and MBA students to junior analysts and real estate investors. I focus on practical understanding, exam readiness, and career acceleration. My sessions are structured, supportive, and tailored to your learning style.

Bonus
I’m also a licensed Real Estate Agent and happy to support students exploring property investing or real estate careers.