Global Financial Training Programs | Our Story

Our Story

Ken Kapner, CEO and President, started his financial career as a specialist in HSBC Group’s Treasury and Capital Markets division. As he rose through the ranks at HSBC, he assumed responsibility for employee development and training, both domestically and internationally. After returning to the US from a two-year assignment in Hong Kong, he founded GFMI to bring practical, in-depth, and engaging global financial training programs to financial professionals. Since our founding in 1998, GFMI’s roster of subject matter experts has grown to include dozens of other Wall Street professionals, all of whom understand the unique learning challenges and methods in the financial markets.

Our success stems from our working closely with you to ensure that your priorities and objectives are met, including meeting your time schedules. We ascertain and identify your needs, understand your participants’ skill levels and job functions, pinpoint your participants’ knowledge gaps, and explore learning alternatives that will address your time constraints, budgets, and desired outcomes.

About GFMI

Global Financial Markets Institute, Inc. (GFMI) is a NASBA certified financial learning and consulting boutique, created, managed and staffed by Wall Street professionals. Since 1998, GFMI has designed and delivered highly interactive, creative instructor led training (ILT) to the industry’s most prestigious banks, regulators, insurance firms, investment banks, rating agencies and support firms. GFMI has had the privilege of partnering with and addressing the learning needs of nearly all federal regulators for several years.

The success that GFMI has achieved stems from our working closely with clients to ensure that their priorities and objectives are met and that the learning is delivered on a time schedule that best fits them. We ascertain and identify our clients’ needs, understand their participants’ skill levels and job functions, pinpoint their knowledge gaps and explore learning alternatives that will address their time constraints, budgets and desired outcomes. We offer our clients a vast selection of seasoned Wall Street professionals who not only have the knowledge and expertise, but also the hands-on experience to apply that information to the daily responsibilities of the participants’ jobs. Our continued growth and success is based upon our client satisfaction, referrals and repeat business.

GFMI has five full time employees, and we have access to over three-dozen instructors, all of whom are subject matter experts in their specialized fields of study. Our training courses are an engaging blend of instructor led training, case studies, spreadsheets, and, where appropriate, computer simulations. Our emphasis is hands-on practical application of knowledge, employing adult learning theory and interaction with the participants. As a NASBA approved educator, our ILT programs provide for CPE credit

Our Global Financial Training Programs

Since our founding in 1998, we have created customized training solutions across the globe in many topics, including:

  • Alternative Investments
  • Asset Liability Management
  • Capital Markets
  • Commodities
  • Corporate Finance
  • Credit and Credit Analysis
  • Credit Derivatives
  • Derivatives
  • Economics
  • Equities
  • Financial Statement Analysis and Accounting
  • Fixed Income
  • Foreign Exchange
  • Mutual Funds and Exchange Traded Funds
  • Operations
  • Portfolio Management
  • Quantitative Methods
  • Regulation and Compliance
  • Risk Management
  • Securities Lending and Repurchase Agreements
  • Securitization and Structured Finance
  • Structured Products
  • Technical Analysis
  • Wealth Management