Real Financial Education, Real Results

We started CurrentX Transfer because traditional finance education felt disconnected from reality. After years in investment banking and seeing countless people struggle with financial decisions, we knew there had to be a better way.

Start Your Journey

Modern financial analysis workspace with charts and data

Our Story

Back in 2022, I was working at a mid-sized investment firm in Singapore. Every day, I watched retail investors make the same mistakes — chasing trends without understanding the fundamentals, panic-selling during market volatility, or worse, following "hot tips" from social media.

The breaking point came during a client meeting. A small business owner had lost nearly 40% of his savings following day-trading advice from YouTube. He looked at me and asked, "Why didn't anyone teach me how to actually analyze a company before I invested?"

That question haunted me. We decided to bridge this gap by creating education that focuses on real analysis skills, not get-rich-quick promises.

Financial education session with practical examples

Our Mission

We believe financial literacy should be practical and accessible. Our goal is to teach fundamental analysis skills that help people make informed decisions about their money — whether they're evaluating stocks, planning retirement, or assessing business opportunities.

We focus on building confidence through understanding, not promising overnight success. Real financial education takes time, practice, and guidance from people who've actually worked in the field.

What Drives Us

Practical over theoretical — We teach skills you'll actually use
Honest expectations — No promises of quick riches or guaranteed returns
Real experience — Our instructors have worked in finance, not just studied it
Long-term thinking — Building knowledge that serves you for decades
Individual progress — Everyone learns at their own pace

Meet Our Team

We're finance professionals who switched to education because we wanted to make a real difference.

Marcus Chen

CEO & Chief Financial Analyst

Former investment banking analyst at Standard Chartered Singapore. Spent six years analyzing Asian markets before transitioning to education. Marcus specializes in teaching fundamental analysis and risk assessment. He still maintains his CFA designation and occasionally consults for small funds.

Elena Rodriguez

Head of Education Programs

Previously worked in financial planning at Vanguard before moving to Vietnam in 2023. Elena develops our curriculum and ensures our teaching methods actually work for different learning styles. She holds both CFP and FRM certifications and focuses on making complex concepts genuinely understandable.

Students working on real financial analysis projects

How We Teach

Start with Real Companies

We analyze actual public companies using the same methods investment professionals use. No theoretical examples — you'll work with real financial statements from companies you recognize.

Build Skills Gradually

Each session builds on previous knowledge. You'll start with reading balance sheets and progress to complex valuation models. We move at a pace that ensures solid understanding.

Practice with Feedback

Small class sizes mean individual attention. You'll present your analysis to the group and receive constructive feedback from both instructors and peers.

Apply to Your Goals

Whether you're planning personal investments or evaluating business opportunities, we help you adapt these analytical frameworks to your specific situation.