Technical Requirements for Financial Analysis Training
Getting set up for our fundamental analysis programme is pretty straightforward. You won't need anything fancy, but there are some basics worth covering before September 2025 intake begins.
Most people already have what they need. If you're reading this on your computer right now, you're probably halfway there already.
Hardware Essentials
- Any computer from the last five years works fine
- 8GB RAM minimum, though 16GB makes spreadsheet work smoother
- Decent internet connection for live sessions and data downloads
- Dual monitors help but aren't required
- Webcam and microphone for interactive workshops
We've had participants join successfully on both Mac and Windows machines. Some even use tablets for reviewing course materials, though we'd recommend a proper computer for the actual analysis work.
Software You'll Need
- Microsoft Excel or Google Sheets for financial modelling
- PDF reader for annual reports and materials
- Modern web browser (Chrome, Firefox, Safari, Edge)
- Video conferencing capability through your browser
- Basic spreadsheet knowledge helps but we cover the essentials
Most software we use is either free or already on your computer. The few paid tools we reference during sessions are optional, and we always show free alternatives.
Internet Requirements
- Download speeds of 10 Mbps or better
- Stable connection for 2-hour live sessions
- Ability to stream video content smoothly
- Access to financial data websites without restrictions
Technical Support Available
Look, technology can be frustrating sometimes. We get it. That's why Petra from our support team is available throughout your programme if things go sideways.
She's helped countless participants troubleshoot everything from login issues to Excel formula headaches. Usually it's something simple, but when it's not, she sticks with you until it's sorted.
Petra Willoughby
Technical Support Coordinator
Most technical questions get answered within a few hours during business hours. For live session issues, someone's always on standby.
Platform Compatibility
Windows Systems
Windows 10 or 11 works perfectly. Older versions might struggle with some video features.
Mac Systems
macOS from 2018 onwards. Excel for Mac has some quirks we'll show you how to work around.
Linux Users
LibreOffice Calc works for most exercises. A few participants run Linux without major issues.
Mobile Devices
Great for reading materials and watching recordings, but you'll want a computer for hands-on work.
Not Sure If Your Setup Will Work?
Honestly, the best way to find out is just to ask. We'd rather sort out any potential issues now than have you struggling once the programme starts.
Declan Fyvie
Programme Coordinator
Before each intake, I do a quick tech check with participants who aren't completely sure about their setup. Takes about ten minutes, and we can usually spot any potential problems straight away.
Had someone last year trying to run everything on a 2012 laptop with 4GB of RAM. We worked out a workaround using cloud-based tools, and he completed the programme without major hiccups. There's usually a solution if we know what we're dealing with.
If you've got questions about whether your current setup will work for the autumn 2025 intake, just drop me a line. Better to check now than find out on day one that something's not going to work properly.
Get in Touch About Your Setup