Financial Analysis Fundamentals
Learning to read financial statements isn't about memorizing formulas. It's about understanding what the numbers actually mean for a business. This program walks you through the core skills you'll need—from balance sheets to cash flow analysis—in a way that sticks. We start from scratch and build up your confidence with real examples from Australian companies.
What You'll Actually Learn
Most people think financial analysis is just for accountants. But here's the thing—whether you're thinking about a career change, running your own business, or just want to understand investment reports better, these skills matter.
We break down financial statements into digestible pieces. You'll learn how to spot red flags in company reports, understand what ratios really tell you about business health, and make sense of annual reports without getting lost in jargon.
- Read and interpret balance sheets, income statements, and cash flow reports
- Calculate and understand key financial ratios that matter
- Analyze real company data from ASX-listed businesses
- Build financial models using spreadsheet tools
- Present your findings in clear, professional reports
Learn alongside others who share your goals
Financial analysis makes more sense when you can discuss it with others. You'll work through case studies in small groups, compare your interpretations, and learn from different perspectives. Some of our strongest connections happen when people realize they're not the only ones confused by depreciation methods.
Group Projects
Analyze real company financials as a team. You'll present your findings and defend your conclusions—just like in actual business meetings.
Peer Review
Get feedback on your analysis from classmates. It's surprising how much you learn when someone questions your assumptions.
Discussion Forums
Ask questions between sessions. Our online community stays active throughout the program, and honestly, some of the best learning happens there.
Who's Teaching This
Our instructors have worked in financial analysis roles across various industries. They know what matters in practice versus what just fills textbooks. More importantly, they remember what it was like to learn this stuff for the first time.
Kieran Blackwood
Lead Instructor
Spent twelve years analyzing companies for investment firms before switching to teaching. Still consults part-time, which keeps the course content grounded in current practice.
Saoirse Dunne
Financial Modeling Specialist
Builds financial models for mid-sized companies in Sydney. Her sessions focus on the spreadsheet skills you'll actually use rather than theoretical perfection.
Tavish Rourke
Case Study Coordinator
Former CFO who now teaches. Known for bringing in real examples from companies he's worked with—the messy, complicated situations where analysis actually matters.
Program Investment
We run cohorts three times per year. The autumn 2025 intake begins September 8th and runs for fourteen weeks. Evening sessions suit most working schedules.
Foundation Track
14-week program
- Core financial analysis curriculum
- Weekly live sessions (2.5 hours)
- Access to practice datasets
- Course materials and workbooks
- Certificate upon completion
Professional Track
14-week program + 8 weeks mentoring
- Everything in Foundation Track
- One-on-one mentoring sessions
- Advanced modeling workshops
- Portfolio project with feedback
- Job application guidance
- Alumni network access
How the Program Flows
We've structured this to build your skills progressively. Each week tackles one aspect of financial analysis, and by the end you'll have worked through several complete company analyses.
Weeks 1-3: Reading Statements
Start with the basics—understanding what each financial statement tells you and how they connect to each other.
Weeks 4-7: Ratio Analysis
Learn which ratios matter for different situations. We focus on interpretation rather than just calculation.
Weeks 8-11: Building Models
Create financial models that forecast future performance. This is where the spreadsheet work gets interesting.
Weeks 12-14: Full Analysis
Pull everything together with complete company analyses. Present your findings to the group for feedback.
