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Kaplan Financial - Home > Training and Quals > Financial Markets > IOC > Tutors

Investment Operations Certificate - IOC™ Tutors at Kaplan Financial

Kaplan Financial understands the importance of providing delegates with support in and outside of the classroom.  Our IOC™ Tutors are available outside classroom hours to provide them with any additional academic help they need. This gives delegates the support they require to keep on track for exam success. We guarantee that every delegates query will be answered within 24 hours.

Our IOC™ tutors have, on average, 10 years teaching experience, a proven track record towards exam tuition and know the skills required to fast track students to exam success.

The tutor team at Kaplan Financial combines professional expertise in areas as diverse as Fund Management, Corporate Finance, Alternative Investments, Derivatives, Technical Analysis and Foreign Exchange together with experience of teaching towards the CFA®, CAIA®, FRM® designations and the full range of UK benchmark qualifications including IMC, CISI Certificates and IOC™.

Kaplan Financial is committed to providing students with the very highest quality of tuition. This is achieved through consistently using the same tutor on all course variants and the employment of rigorous recruitment, training, performance assessment and development procedures.

Below is a short summary of the experience of our team of IOC™ tutors:

Jeremy Smith FCA MCSI

Jeremy qualified as a Chartered Accountant with Touche Ross in 1994, having read Economics and Accounting at Newcastle University. He started his City training career in 1998 with the Financial Markets Division of FTC London, where he taught UK Benchmark exam courses and a range of tailored and public in-house courses.

In 2000, Jeremy left FTC to become a founding member and director of 7city Learning, where he worked for seven years as Head of the Tutor Faculty and Head of Examination Training. During this time Jeremy taught towards the Certificates and IOC qualifications for clients including Barclays Capital, Credit Suisse, Merrill Lynch, Deutsche Bank and Invesco, and acted as the main tutor contact for several of these, delivering internal road-shows, exam inductions and representing 7city at client training events. He also delivered a range of in-house non-exam courses as part of induction programmes and internal T&C programmes for clients including Merrill Lynch, Invesco and GAM.

In 2010, Jeremy joined Kaplan Financial as Head of UK Benchmark Examinations where he currently designs, oversees and delivers Kaplan's range of UK Benchmark solutions.

Steve Robinson MCSI

Steve is a respected practitioner with many years experience of designing and delivering financial services training. Steve previously worked for Barclays Stockbrokers where he managed and delivered their financial services exam programme that included the CISI Certs, IMC and IOC qualifications. He is the author of two CISI IOC workbooks and also written a regulatory workbook for the Dubai Financial Services Authority. At Kaplan Financial Steve is the Head of CISI Certificates Training.

Martin Stoynov CFA CAIA FRM

Martin worked as a corporate finance adviser for 4 years for a boutique UK investment banking firm. He has developed expertise in a wide range of areas including; M&A, company and intellectual property valuations, fairness opinions, financial modelling, non performing assets, debt and equity financings. He has also published several analyst reports on high-yield Italian bonds and has been involved in FSA compliance efforts. Martin’s blend of banking experience coupled with strong academic knowledge adds great depth to his delivery in a wide field of financial markets topics.

Jhan Burger BCom (OxBr) PDM IMM

Jhan has eight years experience in the training and education industry both in his native South Africa and the UK. Jhan spent three years developing a training unit which focused on the use of business simulations in finance and education training. He is an energetic and enthusiastic tutor of the IMC, CISI Certificates and CFA Level I qualifications.

Nigel Moran

Nigel Moran has been actively involved with the financial markets for more half his life. Initially as a FOREX trader, then a Fund Manager for a Macro hedge fund. After successfully trading the 1987, 1989, crashes he went on to specialise further into derivatives as a Bond Option trader. In 1999, he moved to Australia and set up his own 'boutique' hedge fund, and started delivering training across a broad spectrum of financial markets topics in all major Australian cities. Since returning to London in 2005 Nigel has blended managing of the financial markets faculty of Kaplan Financial with delivery of exam and non exam (bespoke) courses to some of the top names in London, including; Hermes, Brit Insurance, Brewin Dolphin, RBS and HSBC.


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