Amaroo, ACT
Financial Education Specialists
+61 2 6583 4100

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 We've designed this program around what employers are genuinely looking for — not outdated theory that sits on shelves.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.

Financial analysis workspace showing charts and data visualization tools used in professional settings

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.

Weeks 1-6

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.

Weeks 7-12

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.

Weeks 13-18

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.

Weeks 19-24

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 Chen, Senior Financial Analyst with expertise in Australian equity markets

Marcus Brennan

Lead Instructor

David Kim, Portfolio Manager specializing in risk assessment and valuation modeling

David Kowalski

Portfolio Specialist

James Rodriguez, former investment banker now teaching practical financial analysis methods

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.

Sarah Mitchell

Financial Analyst, Brisbane