Financial Analysis Training That Actually Prepares You
Our program teaches practical financial analysis skills through real company cases. You'll work with actual financial statements, build models that companies use, and learn to spot what numbers really mean. Classes start September 2025, running through March 2026.
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Who Teaches This Program
Our instructors have spent years doing the actual work. They've built models for acquisitions, analyzed portfolio companies, and made investment recommendations that involved real money.
Rowan Beckett
Financial Modeling Lead
Spent eight years building acquisition models for a private equity firm in Singapore. Now teaches how to structure models that won't break when assumptions change. His models have been used in deals worth over 0M.
Sloane Mercer
Credit Analysis Specialist
Worked as a credit analyst for regional banks before moving into corporate training. She teaches students to read between the lines in financial statements and understand what debt covenants actually protect.
Darren Whitlock
Valuation Methods
Former valuation consultant who valued companies for litigation and M&A transactions. His focus is teaching students when different valuation methods make sense and when they don't.
Avery Lennox
Ratio Analysis Coach
Background in equity research covering industrial companies. She shows students which ratios matter for different industries and how to spot red flags that might not be obvious from a quick scan.
What the Six Months Cover
Financial Statement Fundamentals
Weeks 1-6
We start with how financial statements connect. You'll learn to trace cash through all three statements and understand why profit doesn't equal cash. Most of this phase uses real company filings.
- Reading 10-K filings effectively
- Cash flow statement analysis
- Working capital movements
- Accounting policy impacts
- Common adjustment techniques
- Quality of earnings assessment
Ratio Analysis and Comparisons
Weeks 7-12
This section teaches you to analyze companies using financial ratios that matter. You'll compare companies within industries and learn why context determines which metrics are useful.
- Profitability metric selection
- Leverage ratio interpretation
- Efficiency measurements
- Industry-specific benchmarks
- Trend analysis methods
- Peer group construction
Financial Modeling Mechanics
Weeks 13-18
You'll build three-statement models from scratch. The focus is on structure that makes sense and formulas that other people can follow. We use Excel exclusively because that's still what most firms use.
- Model architecture design
- Revenue forecasting approaches
- Operating expense modeling
- Balance sheet projections
- Scenario and sensitivity analysis
- Model audit techniques
Valuation Application
Weeks 19-24
The final phase covers company valuation using DCF, comparable company analysis, and precedent transactions. You'll learn when each method works and how to present valuation ranges that make sense.
- Discounted cash flow mechanics
- WACC calculation methods
- Comparable company selection
- Multiple selection and application
- Terminal value approaches
- Valuation report writing
Where Students Go After Completing
These graduates completed our program between 2022 and 2024. We've stayed in touch to see how their careers developed after training ended.
Finnian
Completed Program: March 2023 | Follow-up: January 2025
Started as a junior analyst at a corporate finance advisory firm four months after finishing the program. The modeling skills got him through technical interviews, but he says understanding financial statement relationships helped more in actual work.
Promoted to analyst in August 2024. Now works on buy-side M&A transactions and builds models that get reviewed by senior partners. He mentioned the program's focus on model structure made the transition to professional work smoother than he expected.
Ellis
Completed Program: October 2022 | Follow-up: December 2024
Joined a regional bank's credit analysis team in January 2023. Her role involves evaluating loan applications from mid-market companies. She says the ratio analysis section prepared her well for spotting leverage issues.
Now leads credit analysis for manufacturing sector clients. She's been involved in approving facilities worth over M total. The bank sent her to additional training on industry-specific metrics, but she says the foundation from our program still applies to daily work.