Financial Analysis Mastery Program

Develop professional skills in comparative company analysis through hands-on learning with real market data and industry-standard methodologies

Enquire About Autumn 2025 Intake

Comprehensive Financial Analysis Training

Our program covers the essential skills you need to conduct thorough comparative company analysis. You'll work with real financial data from ASX-listed companies and learn to identify investment opportunities through systematic evaluation.

We focus on practical application rather than theory alone. Each module includes hands-on exercises where you'll analyse actual company reports and build professional-grade financial models.

  • Financial statement analysis and ratio interpretation
  • Industry benchmarking and peer comparison techniques
  • Cash flow modelling and forecasting methods
  • Risk assessment and investment valuation principles
  • Excel-based financial modelling and dashboard creation
  • Professional reporting and presentation skills
Financial analysis workspace showing spreadsheets and market data on multiple screens
Program instructor headshot
Dr. Marcus Flemming
Senior Financial Analyst
15 years experience in equity research at major investment firms. Specialises in retail and consumer goods sector analysis.
Program instructor headshot
Sarah Kowalski
Portfolio Manager
Former fund manager with expertise in small-cap analysis. Teaches practical valuation techniques and risk management strategies.
Program instructor headshot
Elena Christensen
Corporate Finance Director
Brings real-world experience from both buy-side and sell-side analysis. Expert in mining and resources sector evaluation.
Program instructor headshot
Dr. Anastasia Petrov
Research Economist
Academic background combined with consulting experience. Teaches macroeconomic analysis and industry trend identification.

Six-Month Learning Journey

Foundation Phase
Financial Statement Fundamentals
Master the basics of reading and interpreting financial statements. Learn to extract meaningful insights from income statements, balance sheets, and cash flow statements using real company examples.
Weeks 1-4
Analysis Phase
Ratio Analysis and Benchmarking
Develop skills in calculating and interpreting financial ratios. Practice comparing companies within the same industry and identifying strengths and weaknesses through systematic analysis.
Weeks 5-8
Modelling Phase
Financial Modelling and Forecasting
Build comprehensive financial models using Excel. Learn to project future performance and create scenarios for different market conditions using historical data patterns.
Weeks 9-16
Application Phase
Valuation and Investment Analysis
Apply valuation methodologies to determine fair value estimates. Practice creating investment recommendations with supporting analysis and risk assessments.
Weeks 17-20
Portfolio Phase
Capstone Project and Portfolio Development
Complete a comprehensive analysis of your chosen company sector. Present findings to industry professionals and build a portfolio demonstrating your analytical capabilities.
Weeks 21-24
Students working collaboratively on financial analysis projects in modern classroom setting

Practical Learning Approach

Every session includes real-world applications. You'll analyse companies like Woolworths, BHP, and Commonwealth Bank — understanding how different business models affect financial performance and investment attractiveness.

Small class sizes mean personalised feedback on your analysis work. We typically have 12-15 participants per cohort, which allows for meaningful discussion and individual attention during complex topics.

The program runs on weekday evenings (6:30-9:30 PM) and Saturday mornings (9:00 AM-12:00 PM). This schedule suits working professionals who want to develop new skills without career disruption.

Next intake starts March 2025. Applications close in January, so get in touch early if you're interested in joining our autumn cohort.