Friday, July 11, 2025

Dr. Thomas Wu

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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