600 George St, Sydney NSW 2000
Financial analyst reviewing portfolio data and investment metrics

Real Numbers from Recent Cohorts

We track what matters. Our September 2024 cohort showed measurable improvements in analytical speed and accuracy. These aren't guarantees, but they give you an idea of what focused practice can achieve.

  • Average time to complete portfolio review 42% faster
  • Participants who applied new valuation methods 78 out of 94
  • Improvement in risk assessment accuracy 31% increase
  • Program completion rate 89%
Explore Study Materials

Find Your Starting Point

Different professionals need different approaches. Pick the path that matches where you are now and where you want to go.

New to Analysis

Coming from accounting, operations, or another field? Start with fundamental valuation techniques and work up to portfolio construction.

See beginner track →

Already Analyzing

You know the basics but want to sharpen your edge. Focus on advanced modeling, sector-specific analysis, and alternative data sources.

View advanced modules →

Switching Specialties

Moving between equity, fixed income, or alternative assets? Bridge your knowledge gaps with targeted curriculum designed for transitions.

Learn how it works →

How You'll Actually Learn This Stuff

Forget passive video watching. You'll work through real case studies, build financial models from scratch, and get feedback on your analytical approach. Each module takes 3-4 weeks of consistent effort.

  • 1
    Work Through Real Scenarios

    Start with actual company financials from recent years. You'll identify trends, spot red flags, and build your own valuation models using the same data professional analysts use.

  • 2
    Submit Your Analysis

    Complete written assessments where you defend your investment thesis. No multiple choice tests here. You'll explain your reasoning and methodology like you would to a portfolio manager.

  • 3
    Get Detailed Feedback

    Receive line-by-line commentary on your models and written analysis. Learn what you missed, where your assumptions were weak, and how to present findings more effectively.

  • 4
    Refine Your Approach

    Apply the feedback to progressively complex assignments. By the end, you'll have a portfolio of analysis work that demonstrates your capabilities to potential employers or clients.

Investment professional analyzing financial statements and market trends Financial modeling spreadsheet with valuation calculations Analyst reviewing portfolio performance metrics and investment reports

What Recent Participants Say

We asked graduates from our late 2024 cohorts about their experience. Here's what stood out to them.

Lachlan Byrne, equity analyst

Lachlan Byrne

Equity Analyst, Melbourne

The case studies were tougher than I expected, which was good. I learned more from wrestling with valuation models for three weeks than I did from months of reading theory. The feedback pointed out assumptions I didn't even realize I was making.

Siobhan Gallagher, investment adviser

Siobhan Gallagher

Investment Adviser, Brisbane

I came in knowing retail banking but not institutional analysis. The program didn't waste time on stuff I already understood. Instead, it filled specific gaps in portfolio construction and risk metrics that I needed for my role transition.

Next Cohort Starts October 2025

Applications open in July. If you're ready to build serious analytical skills, check out the full curriculum and requirements.

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