Making Financial Analysis Accessible
We've spent years watching investment professionals struggle with scattered data sources and clunky tools. So we built something different – a structured way to learn financial analysis that actually fits into your working day.
Start Where You Are
You'll begin with a quick assessment that figures out what you already know. No point covering ratio analysis if you're doing that in your sleep. We adjust the content based on your actual experience level.
Build Your Knowledge Base
The core material covers everything from financial statement analysis to valuation models. Each module takes about 90 minutes and includes real company examples from Australian and international markets.
Practice With Real Data
Theory's useful, but practice makes it stick. You'll work through actual case studies using financial data from listed companies. The platform gives you feedback on your analysis approach as you work.
Track Your Progress
Your dashboard shows which areas you've mastered and where you might want to spend more time. It's straightforward – no gamification nonsense, just clear information about your learning path.
Your Learning Dashboard Does the Heavy Lifting
The dashboard keeps everything organized without you having to think about it. When you log in, you'll see exactly where you left off and what's next.
It tracks the time you've spent on each topic and suggests areas to review based on your performance. The analytics section shows your progress across different financial analysis domains – equity valuation, credit analysis, portfolio construction, that sort of thing.
- Personalized content recommendations based on your role and experience
- Quick access to bookmarked resources and saved case studies
- Progress metrics that actually mean something for your professional development
- Integration with your existing workflow and analysis tools
Three Ways to Learn That Actually Work
People learn differently, and your schedule changes week to week. That's why we've built flexibility into how you access and work through the material.
Self-Paced Modules
Work through structured content on your own schedule. Each module includes detailed explanations, worked examples, and practice problems. Most professionals finish a module in 60-90 minutes, but you can break it up however you like.
Interactive Workshops
Join live sessions with other investment professionals working through the same material. These run monthly and focus on complex topics like merger modelling or distressed debt analysis. Sessions are recorded if you can't make it live.
Case-Based Learning
Apply what you're learning to real situations. We update our case library quarterly with new examples from recent market activity. You'll analyze actual financials, build models, and get detailed feedback on your approach.
Learning From People Who've Done The Work
Our content comes from professionals who've spent years doing financial analysis in different contexts. They know what matters because they've made the mistakes and learned from them.
Callum Viklund
Senior Equity Analyst
Callum spent twelve years covering healthcare and technology stocks at a major fund manager before joining us in 2023. He designed our equity valuation modules based on the frameworks he actually uses for investment decisions, not textbook theory.
Freyja Lindqvist
Credit Portfolio Manager
Freyja manages a corporate bond portfolio and teaches our credit analysis modules. She's particularly good at explaining how to spot warning signs in financial statements before they become obvious problems. Her case studies come from actual credit situations she's analyzed.
Getting Started Takes About Ten Minutes
We've kept the signup process simple because you've got better things to do than fill out forms. Here's what happens when you join.
The spring 2025 intake opens in August, with the program running September through November. That gives you three months to work through the material at a pace that suits your schedule.
You'll have full access to all modules and resources during your enrollment period, plus six months of extended access to review materials after completion.
Create Your Account
Basic details and your professional background. Takes about three minutes.
Complete Initial Assessment
Quick evaluation to understand your current knowledge level and professional focus.
Access Your Materials
Immediate access to your personalized learning pathway and all course resources.
Start Learning
Begin working through modules at your own pace with full support available.
Support When You Need It
Learning complex material on your own can be frustrating when you get stuck. That's why we've built in several ways to get help.
The discussion forum is monitored by our instructors and more experienced participants. Most questions get answered within a few hours. For trickier problems, you can schedule a 30-minute consultation with one of our analysts.
We also run weekly office hours where you can drop in with questions about anything you're working through. These sessions are informal – just bring your questions and we'll work through them together.
The support doesn't disappear when you finish the program either. Alumni keep access to the forums and can still attend monthly advanced workshops covering specialized topics.
