Financial Analysis Training That Actually Works
Build practical skills for investment research and portfolio management
We've spent years refining what investment professionals actually need. Our program strips away theory that doesn't translate and focuses on the skills you'll use weekly—maybe daily—in your work.
Schedule a ConsultationLearning That Adapts to Your Schedule
Some people absorb information better through video demonstrations. Others prefer working through case studies at their own pace. A few want live interaction where they can ask questions as they arise.
We don't force everyone through the same format. Our September 2025 cohort offers three distinct paths through the material—each covering identical content, just structured differently. You choose what fits your learning style and weekly availability.
And the support system stays constant regardless of format. You'll have access to instructors, peer discussion groups, and our resource library throughout your learning journey.
Choose Your Learning Format
Self-Paced Video
Work through structured modules on your own timeline. Access recordings, transcripts, and downloadable resources anytime. Best for those with unpredictable schedules.
Workshop Series
Join bi-weekly Saturday sessions where we work through real portfolio scenarios together. Live Q&A and immediate feedback. Perfect for collaborative learners.
Hybrid Approach
Combine video lessons with monthly live sessions. Review material at your pace, then apply it during structured workshops. Most popular option among working professionals.
Learn From People Who've Done the Work
Our instructors bring decades of combined experience from buy-side research, portfolio management, and financial consulting across Australian and international markets.
Silas Faulkner
Equity Research Specialist
Spent 11 years conducting deep-dive company analysis for institutional investors. Brings practical frameworks for evaluating management teams and competitive positioning.
Ingrid Vesterberg
Portfolio Strategy Lead
Former senior analyst at two Melbourne-based funds. Specializes in risk assessment methodologies and portfolio construction techniques that work in volatile markets.
Roisin Gallagher
Valuation Methods Instructor
Built financial models for M&A transactions worth over $2 billion. Teaches practical approaches to DCF analysis and comparable company valuation that avoid common pitfalls.
Program Structure Over 16 Weeks
Our next cohort begins September 2025. Here's how the curriculum builds from foundational concepts to advanced application.
Weeks 1-4: Financial Statement Analysis
Master income statements, balance sheets, and cash flow analysis. Learn to spot accounting red flags and assess financial health beyond surface metrics.
Weeks 5-8: Valuation Techniques
Build working models using DCF, comparable analysis, and precedent transactions. Focus on realistic assumptions and sensitivity testing that holds up under scrutiny.
Weeks 9-12: Industry and Competitive Analysis
Develop frameworks for evaluating market dynamics, competitive moats, and industry trends. Apply Porter's Five Forces and other strategic tools to real companies.
Weeks 13-16: Portfolio Management Fundamentals
Understand risk-adjusted returns, diversification principles, and position sizing. Complete a capstone project presenting investment recommendations with full supporting analysis.
Ready to Strengthen Your Analytical Skills?
Our September 2025 cohort has 24 spots available. We'll discuss your background, career goals, and which learning format would serve you best. No pressure—just an honest conversation about whether this program makes sense for where you're headed.
Get in Touch