Financial Analysis That Makes Sense for Real Portfolios
We work with investment professionals across Australia who need practical approaches to financial analysis. Not theory from textbooks—actual frameworks you can apply when markets get complicated.
Explore Learning Programs
Built Around How Professionals Actually Work
Most financial education assumes you have unlimited time and perfect data. We don't. Our programs start with the messy reality—incomplete information, tight deadlines, and clients who need answers yesterday.
Over the past eight years, we've refined our approach based on what actually helps people make better investment decisions. Sometimes that means diving deep into valuation models. Other times it means knowing which shortcuts won't come back to bite you.
Equity Analysis
Valuation methods that work when companies don't fit neat categories
Risk Assessment
Frameworks for measuring what matters in volatile conditions
Portfolio Construction
Allocation strategies beyond standard deviation metrics
Market Context
Understanding cycles without pretending we can predict them
How Our Programs Actually Run
You get a mix of self-paced material and scheduled sessions. Learn the frameworks on your time, then work through real scenarios with instructors who've done this professionally.
Foundation Period
First twelve weeks cover core analytical frameworks. Financial statements, valuation fundamentals, basic portfolio theory. This is where we make sure everyone has the same baseline before moving to more complex applications.
Applied Analysis
Months four through nine focus on application. Case studies from actual markets, industry-specific considerations, and working through scenarios where textbook methods need adaptation. This is typically the most challenging phase.
Advanced Integration
Final phase involves comprehensive portfolio projects. You build complete investment theses, present to peer groups, and refine your analysis based on feedback. By month eighteen, most participants have developed their own analytical process.
Core Analysis Track
Designed for professionals transitioning into investment analysis roles. Covers fundamental equity research, financial modeling, and portfolio construction basics.
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Advanced Valuation
For analysts who need deeper expertise in complex situations. Private companies, distressed scenarios, emerging markets, and other areas where standard models break down.
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Portfolio Management
Focuses on allocation decisions, risk management, and portfolio construction. Less about individual security analysis, more about how pieces fit together under different market conditions.
View DetailsThe valuation section completely changed how I approach biotech companies. Before, I'd either avoid them or rely too heavily on comparable multiples. Now I have frameworks for thinking through development timelines and probability weighting that actually make sense.
Soren Blackwell
Research Analyst, Melbourne
What I appreciated most was the honesty about limitations. Investment education often oversells precision—this program was refreshingly clear about when models work and when you need other approaches. That realistic perspective has been more valuable than any specific technique.
Tamsin Caldwell
Portfolio Manager, Sydney