Tony Graham

Tony Graham

Tony specialises in financial management and business training and has designed and delivered courses throughout the UK and internationally for a range of clients. These have been for both professional exam and vocational training and covered a wide variety of subjects, from complex financial instruments to finance for the layman, from business strategy to variances.

These have involved detailed discussions with clients, the design and writing of course materials, researching and sourcing additional material as required, the delivery of the course and the support of delegates after delivery.

Tony has also written numerous exams and questions for a variety of professional bodies and has been a member of an examination board at the Association of Corporate Treasurers since 2007. From 2005 to 2007 he was asked by CIMA to write two official final level revision kits for their exams.



1982          Cambridge University: MA in Mathematics
1983          Cambridge University: Post Graduate Certificate in Education
1987          Associate of Institute of Chartered Accountants in England and Wales (ACA)
1997          Fellow of ICAEW (FCA)
2002          Associate Membership of Corporate Treasurers (AMCT)
2006          Charterholder and member of the Chartered Financial Analysts (CFA) Institute


1997 – Present  Director, TAG Training Ltd ((exam and vocational business and finance training)
1996 – 1997       Director, ATC International Ltd (professional exam training in Eastern Europe)
1993 – 1996       Director, ATC London Ltd (exam and vocational finance training throughout UK)
1989 – 1992       Lecturer and Tutor, ATC London Ltd (professional exam training throughout UK)
1987 – 1989:      Senior Auditor, Deloitte, Haskins & Sells, Bermuda
1986 – 1987:      Supervisor in Computer Audit, BDO Binder Hamlyn, London
1983 – 1986:      Auditor, BDO Binder Hamlyn, London

Exam Training undertaken in the last 5 years has included:

  • All levels (including Case Studies) for ICAEW, ACCA and CIMA
  • Certificates in Corporate Finance and Funding (CFF), Risk Management (RM), International Treasury Management (ITM) and ITM Public Finance for the Association of Corporate Treasurers (ACT)
  • Technical question service for ACT on website forums for CFF, RM and ITM
  • Chartered Financial Analyst (CFA) levels 1 and 2
  • Chartered Institute for Securities & Investment (CISI) Diplomas in Corporate Finance and in Private Client Investment Advice and Management (PCIAM)

Other training in the last 5 years has included:

  • Graduate induction training for various global banks and fund managers
  • Company valuations
  • Financing, investment appraisal, sale/leaseback and securitisation
  • Business performance evaluation and interpretation of accounts
  • Alternative risk transfer and insurance company credit ratings
  • Equity and fixed income investments
  • Foreign exchange and money market instruments
  • Treasury management and hedging
  • Interest rate, equity and fixed income derivatives
  • An understanding of the City
  • Strategic management and business planning
  • Budgeting and performance management
  • Business awareness for employees and finance for the layman


Intermediaries who have repeatedly used Tony to design and deliver courses for their clients include 7City (now Fitch Learning), Association of Corporate Treasurers, BPP, First Intuition, Kaplan (and separately its predecessors, ATC and FTC), London School of Business and Finance (LSBF) and Reed Business School.

As well as numerous open courses, in-house exam-based and vocational courses have been designed and delivered for:

3i, Allianz RCM, AT Kearney, Axa Insurance, Barclays Wealth, Blackrock, Citibank, Deutsche Bank, Crown Estate, Daewoo, Diageo, Discovery Channel, Food Standards Agency, Hambro Magan, Help the Aged, Hit Entertainment, HM Treasury, HSBC, Jones Lang Lasalle, JLT Risk Solutions, LTUC, Marshall Wace, MOD, Morgan Stanley, Morley Fund Management, Northern Constabulary, Northern Foods, Reuters, Royal Bank of Canada, Senior Police College of Scotland, Seymour Pierce, Toyota, UBS, and West LB.

Other professional exam responsibilities:
Member of ACT ITM exam committee to standardise exams since 2007

Publications and other work
Official CIMA Revision Kits (Business Strategy and Financial Strategy) for Reed ElsevierCFA levels 1 and 2 revision summaries and level 1 guide to each topic
Practice exam questions written for 7City, ACT and Sheffield Hallam University
Exam questions written for ICAEW
3 articles for exam students in Accountancy magazine