Learn Financial Analysis from People Who Actually Do It
Look, fundamental analysis isn't something you pick up from a textbook and magically understand. It takes someone showing you how the pieces connect—someone who's spent years figuring out which metrics matter and which ones are just noise.
Our program runs over six months starting September 2025. You'll work with analysts who review balance sheets every day, not academics who haven't touched real company data in years. The difference matters more than you'd think.
Who's Teaching You Matters
We've watched too many people waste time learning theory that doesn't translate to actual analysis work. So we built something different—a program where the instructors are actively working analysts, not retired professionals teaching decade-old methods.
Each instructor brings their own approach, which is exactly the point. You'll see how different people tackle the same valuation problem. Some prefer discounted cash flow models, others rely more heavily on comparable company analysis. There's no single "right" way, and you need to see multiple perspectives to develop your own style.
Our Teaching Philosophy
- Real company case studies from ASX-listed businesses we've actually analysed
- Weekly review sessions where we break down current market situations together
- Direct access to instructors for questions about your own analysis work
- Small cohorts so you're not lost in a crowd of 200 students
Callum Thorpe
Lead Analyst, Valuation Methods
Spent eight years doing equity research at mid-tier firms before joining us. Specialises in mining and industrial sectors—teaches you how to spot red flags in footnotes that others miss.
Henrik Lundqvist
Senior Analyst, Financial Modelling
Former investment banking analyst who got tired of 80-hour weeks. Now focuses on teaching practical Excel modelling that actually works in real scenarios, not perfect theoretical cases.
Common Struggles We Help You Avoid
Most people get stuck on the same things when learning fundamental analysis. Here's what usually trips people up—and how we handle it.
Getting Lost in Too Much Data
Annual reports can be 200+ pages. New analysts try to absorb everything and end up overwhelmed, not knowing what actually matters.
- We teach you the 20% of metrics that give 80% of insights
- Show you exactly which sections to read first and what to skim
- Give you frameworks for quickly identifying material information
- Practice with real reports from Australian companies you know
Building Models That Don't Work
Theory says build a DCF model. Reality says your assumptions are probably wrong and your spreadsheet breaks when you change one number.
- Start with simple models that actually function properly
- Learn to build in flexibility so models adapt to new information
- Understand which assumptions have the biggest impact on valuations
- See examples of models that professionals actually use daily
Program Investment
Six months of instruction, weekly sessions, real company case studies, and direct instructor access. Programs start September 2025 with limited spots per cohort.
Foundations Track
For those starting from scratch or switching careers into analysis
- 12 weekly instructor-led sessions
- Basic financial statement analysis
- Introduction to valuation methods
- Access to course materials for 12 months
- Community forum access
Professional Track
Comprehensive program with hands-on modelling and sector-specific training
- 24 weekly instructor-led sessions
- Advanced financial modelling
- Sector-specific analysis techniques
- Monthly one-on-one mentor sessions
- Lifetime access to all materials
- Private cohort networking group
Executive Track
For experienced professionals looking to sharpen specific skills
- 24 weekly sessions plus 12 advanced modules
- Custom case study development
- Bi-weekly personal mentoring
- Portfolio review sessions
- Lifetime materials and updates
- Alumni network access
- Priority instructor office hours
Sienna Kowalski
Program Director, Fixed Income Analysis
I spent twelve years at institutional investment firms before realising I enjoyed teaching more than managing portfolios. Now I run our bond and credit analysis modules—which honestly surprised me because I never thought I'd leave the buy-side. But watching someone finally understand how yield curves work? That's better than finding an undervalued security. Well, almost.