Financial Training That Actually Fits Your Business
We've been building training programs for finance teams since 2019. Our approach is straightforward—teach your people the software skills they need without the fluff or generic modules.
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How We Got Here
A quick look at where we started and where we're heading
Started Small
Two finance professionals frustrated with generic corporate training decided to build something better. We focused on Taiwan's financial sector because that's what we knew.
First Enterprise Client
A mid-sized investment firm gave us a shot. Their analysts needed forecasting tools training that didn't waste time. We delivered a six-week program that actually stuck.
Expanded Toolkit
Added advanced modules for risk assessment software and portfolio analysis tools. Clients told us their teams were seeing improvements in efficiency within weeks, not months.
Remote Options
COVID taught everyone something. We rebuilt our delivery model to work remotely without losing the hands-on element. Now teams can train without leaving their offices.
Building What's Next
We're developing programs for emerging financial tech platforms and AI-assisted analysis tools. Our autumn 2025 launch will introduce specialized tracks for different finance roles.
What Actually Changes
Here's what companies tell us after their teams go through our programs. No wild promises—just the honest feedback we get from finance managers.
Faster Report Generation
Teams who learn our Excel automation techniques often cut monthly reporting time significantly. One client went from 12-hour reporting cycles to 4-hour turnarounds.
Better Tool Adoption
When people understand why a tool works the way it does, they actually use it. We've seen software adoption rates improve dramatically after targeted training sessions.
Independent Problem-Solving
Junior analysts start handling complex scenarios without constant supervision. Managers tell us they're spending less time troubleshooting and more time on strategic work.
Role Advancement
Several participants have moved into senior positions after completing our advanced programs. Technical skills combined with financial knowledge open doors.
Quality Improvements
Proper training in data validation and formula construction means fewer mistakes in financial models. Small errors in spreadsheets can cause big problems—we help prevent them.
Better Communication
When everyone speaks the same technical language, collaboration gets easier. Teams report smoother handoffs and fewer misunderstandings about data and analysis.
Who You'll Work With
Real instructors with actual finance backgrounds
Simone Nakamura
Spent eight years as a financial analyst before switching to education. Simone knows the software inside out because she's used it under deadline pressure. She builds programs that respect your team's time and intelligence.
Helena Voss
Helena designs training frameworks that actually work in busy finance departments. She's worked with over 40 companies to customize programs that fit existing workflows instead of disrupting them.
How Our Programs Work
We don't do cookie-cutter training. Each program starts with understanding what your team actually needs to learn and how much time they realistically have.
- Initial assessment to identify skill gaps and tool usage patterns
- Customized curriculum based on your existing software stack
- Hands-on sessions using real financial scenarios, not toy examples
- Flexible scheduling that works around quarter-end and busy periods
- Follow-up support after training ends, because questions always come up
- Progress tracking without excessive testing or bureaucracy
Most programs run 6-12 weeks depending on complexity. We can work on-site in Taipei and New Taipei, or deliver everything remotely if that's easier for your team.
Upcoming Program Launch
We're launching specialized tracks for different finance roles in autumn 2025. If you're interested in being part of the pilot group, reach out soon.
Pilot participants get preferential pricing and direct input into how we shape the final curriculum. We're looking for 5-8 companies who want training that genuinely fits their needs.
Applications Open: August 2025