Professional Certification in Financial Analysis
Our certification tracks are built around what you actually need in modern portfolio management. We've worked with analysts who've moved into senior research roles at funds across Sydney and Melbourne, and the feedback shapes how we structure each module. Autumn 2025 intake opens in June.
Analyst Essentials
One-time program fee
- Equity valuation frameworks
- Financial statement analysis
- Industry research methods
- Presentation skills for findings
- Access to Bloomberg terminal training
- 12 weeks part-time schedule
Portfolio Strategy
One-time program fee
- All foundation content included
- Quantitative portfolio construction
- Risk management techniques
- Derivatives and hedging strategies
- Fixed income analysis
- Case studies with real fund managers
- 24 weeks comprehensive study
Senior Analyst Track
One-time program fee
- All previous tiers included
- Advanced modeling in Excel and Python
- Multi-asset portfolio management
- ESG integration frameworks
- Client communication workshops
- Direct mentorship from practicing CFA charterholders
- Capstone project with real investment thesis
- 36 weeks full certification path
Learn From Active Practitioners
Declan Fothergill
Equity Research Lead, 14 years covering Australian financials and REITs
Sienna Vaillancourt
Multi-Asset Strategist, formerly with institutional asset management in Melbourne
Callum Breckenridge
Quantitative Research, specializing in factor investing and risk modeling
Ruairi Dunsworth
Fixed Income Analyst, 11 years in credit research and bond portfolio management
What You'll Actually Study
Our next cohort starts September 2025. Classes run Tuesday and Thursday evenings, 6:30-9pm, with weekend workshops once monthly. Everything's designed around people who work full-time.
Financial Statement Deep Dive
Go beyond the numbers. We look at how companies actually report earnings, where management has discretion, and what matters when you're building an investment case. You'll analyze real 10-Ks from ASX-listed firms.
Valuation Models That Work
DCF, comparables, precedent transactions. We build each model from scratch so you understand the assumptions driving your price targets. Includes sensitivity analysis and scenario planning that investors actually care about.
Portfolio Construction Frameworks
How to think about position sizing, correlation, factor exposure. We cover mean-variance optimization but also its limitations. Real focus is on building portfolios that match specific mandates and risk budgets.
Risk Management in Practice
VaR, stress testing, tail risk hedging. But more importantly—how fund managers actually monitor and manage risk day-to-day. We use case studies from 2020 market volatility and 2022 bond selloff.
Communication Skills for Analysts
Writing investment memos, presenting to portfolio managers, defending your thesis under questioning. Often overlooked but critical. We run mock investment committee meetings where you pitch ideas.
Quantitative Methods Applied
Python for data analysis, backtesting strategies, factor modeling. Not a coding bootcamp—we assume you know Excel well and can learn basic scripting. Focus is on applying quant tools to investment decisions.