Master Financial Analysis Through Practical Experience

Six-month intensive program starting September 2025

Most financial analysts struggle with one thing—translating textbook theory into decisions that actually work. We built this program after watching too many graduates fumble through their first deal models. You'll work through scenarios pulled from actual Australian market conditions, not hypothetical case studies written in 2018.

Discuss Your Goals

Problems We Actually Help You Solve

After talking with dozens of junior analysts over the past year, we keep hearing the same frustrations. Here's what they bring up most often.

Data Overload Without Context

You've got Bloomberg terminals and spreadsheets everywhere, but figuring out which numbers actually matter feels like guesswork. We show you how experienced analysts filter noise and spot patterns worth investigating.

Pattern Recognition Training

Model Building Under Pressure

Building a three-statement model at 11 PM before a client meeting hits different than classroom exercises. We'll walk you through time management techniques that prevent last-minute panic without sacrificing accuracy.

Deadline Simulation Sessions

Explaining Complex Ideas Simply

Your analysis might be brilliant, but if stakeholders glaze over during presentations, it doesn't help anyone. You'll practice distilling complicated valuations into clear narratives that non-finance people can follow.

Communication Workshops
Financial analyst working through complex market data and spreadsheets

What You'll Be Able to Do

These aren't guaranteed outcomes—they're capabilities you'll develop if you put in consistent effort throughout the six months

Industry Deep Dives

Analyze sector-specific metrics and understand what drives value in mining, retail, tech, and energy markets

Financial Modeling

Build three-statement models and discounted cash flow valuations that hold up under scrutiny

Scenario Planning

Map out multiple outcomes with sensitivity analysis and understand which assumptions matter most

Data Interpretation

Extract meaningful insights from financial statements and identify red flags before they become problems

Trend Analysis

Spot emerging patterns in market behavior and understand cyclical versus structural changes

Professional Reports

Write investment memos and research reports that communicate your analysis effectively to different audiences

How Six Months Actually Plays Out

This timeline shows the typical progression. Some people move faster through certain phases, others need more time with specific concepts.

1
Months 1-2

Financial Statement Fundamentals

You'll dissect real company financials—not sanitized examples—and learn to spot inconsistencies that indicate deeper issues. Expect to rebuild income statements from scratch multiple times until the connections between line items become second nature.

2
Months 2-3

Valuation Methods and Model Building

This is where most people hit their first wall. DCF models look straightforward until you're making judgment calls about discount rates and terminal values. We'll work through why different analysts arrive at different valuations for the same company—and that's okay.

3
Months 3-4

Industry-Specific Analysis Techniques

Mining companies and tech startups need completely different analytical approaches. You'll develop frameworks for different sectors and understand why a metric that matters in one industry means nothing in another. This phase involves lots of comparative analysis across multiple companies.

4
Months 4-5

Risk Assessment and Scenario Planning

Things rarely go according to base case assumptions. You'll learn to build sensitivity tables, stress test your models, and communicate uncertainty without hedging everything to meaninglessness. This phase helps you sleep better when presenting to skeptical executives.

5
Month 6

Comprehensive Project and Portfolio Work

You'll complete a full investment analysis from initial screening through final recommendation. This project mimics what you'd deliver to an investment committee—complete with all the questions they'll throw at you. Past participants say this final stretch is the most valuable preparation for actual job interviews.

What Previous Participants Found Helpful

Ronan Wickstead profile picture

Ronan Wickstead

Equity Research Associate

The scenario planning module changed how I approach uncertainty. Instead of building one optimistic model, I now present three versions with clear assumptions for each. My manager mentioned she could actually use my analysis without reworking everything.

Petra Langford profile picture

Petra Langford

Investment Banking Analyst

I appreciated that they didn't pretend Excel shortcuts would solve everything. The focus on understanding which metrics drive decisions—rather than just calculating them—helped me contribute to deal discussions instead of just building models in silence.

Desmond Harker profile picture

Desmond Harker

Portfolio Analyst

Working through actual Australian market examples made a difference. Theory looks great until you're trying to value a mining company with commodity price volatility. The program helped me understand context matters as much as calculation accuracy.