Professional Financial Analysis Program

Master advanced financial modeling, valuation techniques, and investment analysis through our comprehensive 18-month certification program starting September 2025

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Built for Investment Professionals

Our program addresses the real challenges facing today's financial analysts. You'll work through actual market scenarios, build sophisticated models, and develop the analytical skills that Australian investment firms actively seek.

  • Advanced DCF modeling and sensitivity analysis
  • Equity research and sector analysis frameworks
  • Risk assessment and portfolio construction
  • Real-world case studies from Australian markets
  • Industry-standard tools: Bloomberg Terminal, Excel VBA, Python

We've designed this program after consulting with senior analysts from major Australian investment banks and boutique firms. They told us what skills matter most – and that's exactly what we teach.

Financial analysis workspace showing charts and data models

18-Month Learning Journey

Each phase builds systematically on the previous one. By the end, you'll have a portfolio of real analysis work and the confidence to tackle complex investment problems.

Foundation Phase

Months 1-3 | September - November 2025

Financial statement analysis, accounting fundamentals, and introduction to valuation concepts. We start with the basics but move quickly into practical applications using real company data.

Modeling & Valuation

Months 4-8 | December 2025 - April 2026

Build comprehensive financial models from scratch. Master DCF analysis, comparable company analysis, and precedent transactions. Each student completes detailed valuations of ASX-listed companies.

Advanced Analysis

Months 9-14 | May - October 2026

Sector-specific analysis, credit analysis, and advanced portfolio theory. Work on live investment scenarios and present recommendations to industry professionals.

Capstone Project

Months 15-18 | November 2026 - February 2027

Complete an in-depth equity research report under mentor guidance. This becomes a centerpiece of your professional portfolio and demonstrates your analytical capabilities to prospective employers.

Portrait of Kieran Ashworth

Kieran Ashworth

Senior Portfolio Manager

Fifteen years managing institutional portfolios at Macquarie and UBS. Kieran brings real-world experience in Australian equity markets and teaches our valuation masterclasses.

Portrait of Freya Lindström

Freya Lindström

Credit Analysis Director

Former head of credit research at ANZ, now specializes in fixed income analytics. Freya guides students through complex debt analysis and risk assessment frameworks.

Portrait of Marcus Kowalski

Marcus Kowalski

Quantitative Research Lead

PhD in Financial Mathematics, former Goldman Sachs analyst. Marcus teaches advanced modeling techniques and helps students master the technical tools used in modern investment analysis.

  • Duration: 18 months
  • Format: Hybrid
  • Weekly Time: 12-15 hours
  • Class Size: Max 24 students
  • Start Date: Sept 2025
  • Location: Sydney CBD

Applications open March 2025. Limited places available.

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Ready to Apply?

Our application process is designed to identify candidates who are serious about advancing their analytical careers. We look for mathematical aptitude, curiosity about markets, and commitment to rigorous study.

1

Initial Application

Submit your background, experience, and motivation. We review applications within five business days.

2

Technical Assessment

Complete our financial analysis case study. This helps us understand your current skill level and learning potential.

3

Interview & Enrollment

Final conversation with program director to discuss goals, expectations, and program fit. Successful candidates receive enrollment details.