Dr. Thomas Wu

CAIA Lecturer
CAIA, FRM, PRM, CFA, CA, CPA (US), CPA AUSTRALIA, DBA, MBA, MPA

CAIA, FRM, PRM, CFA, CA, CPA (US), CPA AUSTRALIA, DBA, MBA, MPA

Dr. Wu has spent over ten years in an US-based investment bank and a Big Four accounting firm. His work ranged from auditing and recruiting to syndication, project finance, and acquisition financing in Canada, US, Singapore, and Hong Kong.

Dr. Wu has also managed a technology company and overseen an investment trust prior to obtaining his doctoral degree. Currently, Dr. Wu is a visiting Associate Professor at a university in China, a finance instructor and training coach at a Swiss-based private bank, and an instructor of accounting and CAIA exam prep courses in Kaplan. Dr. Wu has over 7 years of experience inteaching CAIA courses. He has been highly regarded by students as exam-oriented, successful in highlighting and explaining key concepts.

  • Over 7 years of experience in teaching CAIA courses
  • Spent over ten years in a US-based investment bank and a Big Four accounting firm
  • His work ranged from auditing and recruiting to syndication, project finance, and acquisition financing in Canada, US, Singapore, and Hong Kong
  • Managed a technology company and overseen an investment trust prior to obtaining his doctoral degree
  • Exam-oriented, successful in highlighting and explaining key concepts

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