Master Financial Analysis from Ground Up
Real-world skills that actually matter in today's Australian finance sector. We've designed this program around what employers are genuinely looking for — not outdated theory that sits on shelves.
Starting March 2025, you'll work through practical scenarios using the same tools and methods that established analysts rely on daily. No fluff, no unrealistic promises. Just solid preparation for a field that rewards careful thinking and attention to detail.
Over six months, we build your foundation systematically. From reading financial statements without getting lost in jargon, to spotting trends that others miss. The kind of analytical approach that makes you valuable to teams.
How We Structure Your Learning Journey
Six months broken into focused phases. Each builds on the previous, but we move at a pace that lets concepts actually stick. No cramming — just steady progress toward genuine competence.
Financial Statement Foundations
Start with balance sheets, income statements, and cash flow documents. But we don't just explain what they are — we show you what experienced analysts look for first. The red flags, the encouraging signs, the numbers that often get overlooked.
You'll practice with real company examples from ASX-listed businesses. Same documents the professionals use, just with extra guidance while you're finding your footing.
Ratio Analysis and Pattern Recognition
Numbers alone don't tell stories. Ratios do. We cover the standard ones, sure — but more importantly, you learn which ratios matter most in different industries. Tech companies versus mining operations need completely different analytical approaches.
By week ten, you're calculating these yourself and starting to see patterns emerge. That's when the work gets interesting.
Forecasting and Valuation Techniques
Here's where we separate casual interest from serious skill development. Building models that predict future performance requires understanding both the math and the business context behind it.
We work with Excel extensively — the same version most Australian firms still use. No fancy software that costs thousands. Just solid modeling techniques that transfer anywhere.
Industry Application and Portfolio Work
Final phase puts everything together through sector-specific projects. Whether you're drawn to banking, resources, or emerging tech — you'll complete analyses that demonstrate your thinking process to potential employers.
This isn't busy work. These are portfolio pieces that show you can work independently and present findings clearly.
Marcus Brennan
Lead Instructor
David Kowalski
Portfolio Specialist
James Thorsen
Industry Mentor
The program changed how I think about numbers entirely. Before, financial statements looked like foreign language. Now I can spot inconsistencies and opportunities that I never would have noticed. My current role at a mid-tier advisory firm came directly from the confidence this training gave me.