Financial Training Partners

Helping clients take, manage, and profit from credit risk and debt structuring.


Meeting Your Needs

What’s New?

Around the World!

We continue to see strong demand for risk training in the Americas and around the world.  We recently completed a swing through 6 countries in Asia, and are now busy in Canada, and with several continuing education seminars in the U.S.  While the fundamentals of company analysis and debt structuring are the same everywhere, we are careful to cusomize our seminars for the country and client base of the bankers in each class.

Work With Us

Financial Training Partners is seeking talented finance professionals and trainers to work on ad hoc projects.  Strong knowledge of credit, capital markets, or real estate finance is essential, and training experience is a plus.  If you would like to explore possibilities, click the "contact" button (above right).
Ron Carleton

Ron Carleton, Principal, Financial Training PartnersRon is a principal in Financial Training Partners. He teaches company analysis, corporate finance, credit analysis, financial markets, and debt structuring at commercial and investment banks worldwide. These seminars range from entry-level programs for analysts and associates through senior seminars for experienced practitioners.

 

Before joining Financial Training Partners, Ron worked in the training group at J.P. Morgan. He managed, designed, and taught in the entry-level training programs for investment banking and credit. In addition, he designed and taught continuing education seminars in the U.S. and Europe.

 

Ron teaches at the Kenan-Flagler Business School of the University of North Carolina and is the co-author of Financial Training Partners’ Essentials of Finance series of Guides, Notes and Job Aids. His articles have been published in The RMA Journal and he co-authors the industry leading blog commentsoncredit.com.  In addition, for over a decade he was an Adjunct Assistant Professor of Banking at New York University, teaching courses in credit and corporate finance.

 

As a banker at J.P. Morgan for over a decade, Ron was responsible for a portfolio of large corporate credits.  His clients included retailers, finance companies, manufacturers, and service companies. His transaction experience includes debt underwriting, M&A advisory, leveraged finance, and securitization. Ron also worked in Morgan's special asset and corporate restructuring group.

 

Ron earned a BS in Economics from the Wharton School of the University of Pennsylvania and has an MA in American History from Columbia University. He lives in the Hudson Valley of New York State. To contact Ron Carleton, click here