Financial Analysis Mastery Program
A 16-week deep dive into portfolio analysis, equity research, and market valuation methods. Built for investment professionals who want to sharpen their analytical toolkit and make better-informed decisions.
What You'll Actually Learn
We focus on practical methods you can apply the next day. No fluff or theory for the sake of it—just the frameworks and tools that matter in real analysis work.
Foundation Models
Getting comfortable with discounted cash flow, comparable company analysis, and precedent transactions. We work through actual case studies.
- DCF model construction
- Comparable selection criteria
- Transaction multiples analysis
- Terminal value estimation
Equity Research Methods
How to dissect financial statements, spot red flags, and build sector-specific models that hold up under scrutiny.
- Financial statement analysis
- Quality of earnings assessment
- Sector-specific adjustments
- Management discussion interpretation
Portfolio Construction
Risk measurement, correlation analysis, and position sizing. Building portfolios that align with specific mandates and risk tolerances.
- Risk-return optimization
- Factor exposure analysis
- Concentration risk management
- Rebalancing strategies
Market Context & Cycles
Understanding macro indicators, credit cycles, and how market structure affects your analysis. We look at historical patterns without pretending to predict the future.
- Economic indicator interpretation
- Credit spread analysis
- Sector rotation patterns
- Liquidity assessment
Who Teaches This
Practitioners with years of buy-side and sell-side experience. They've built models, pitched ideas, and made plenty of mistakes along the way—which makes them better teachers.
Ferris Howell
Lead Instructor
Former equity analyst at a Sydney-based fund. Spent 12 years covering industrials and tech. Now he teaches the methods he wishes someone had shown him earlier.
Aviva Thorne
Valuation Specialist
Built DCF models for M&A advisory work before moving into portfolio management. Knows where valuation models break and how to fix them.
Saskia Ramsey
Portfolio Analyst
Manages risk analytics for a boutique fund. Worked through market stress periods and understands how theory meets reality when volatility spikes.
Program Details & Format
Three live sessions per week, each running 90 minutes. Sessions are recorded if you can't attend live. You'll work on real company analysis projects throughout the program.
We're capped at 24 participants so there's room for questions and feedback. Office hours twice a week for anyone who needs extra help on assignments.
- Program Duration 16 Weeks
- Session Schedule Tue/Thu 6PM, Sat 10AM AEST
- Class Size Maximum 24 Students
- Next Intake August 11, 2025
- Application Deadline July 21, 2025