Instructors
Carl Fernandez
Options, and Personal Trading Plan Instructor
Carl has been a financial professional for the past thirteen years, and earned the right to use the highly regarded Chartered
Financial Analyst (CFA) designation in 2006. The successful completion of the CFA Program serves as a testament to his
knowledge, dedication, and commitment to the investment profession.
He graduated from the University of Texas at Austin with a Bachelor of Business Administration degree in Finance and Risk
Management. Carl subsequently spent several years in Chicago where he gained valuable insight and experience on the floor of
the Chicago Board Options Exchange. Additionally, he was actively involved in the research, analysis, and trading of numerous
merger arbitrage deals over the course of several years. Moreover, Carl has served the needs of clients by providing effective
risk management solutions and advice through the use of listed derivative products.
Carl is a member of the CFA Institute as well as the CFA Society of Orange County.
What students are saying about Carl Fernandez:
"We had a great class with a lot of questions and Carl answered them all with a lot of knowledge. I think
hiring him was the best choice you could have made."
Gloria C., February 2009
"This instructor saved this class. I was completely overwhelmed and frustrated until he took it in a new
direction."
Mike M., February 2009
"I would recommend to anyone that wants to learn Options Trading to take the class with Carl Fernandez.
He is knowledgeable in all aspects and is patient in explaining it. Our class was full of questions and they were all answered
to delight. What a great way to learn Options Trading."
Gloria C., February 2008