Financial Research That Actually Makes Sense
Stop guessing with your money decisions. Learn the research methods that professional analysts use to evaluate investments, spot trends, and build confidence in financial planning.
Explore Our Programs
Research Methods That Work in Real Markets
Most people approach financial decisions with gut feelings or tips from friends. That's fine for small stuff, but terrible for your retirement account or business planning.
We teach the same research frameworks used by institutional investors. Not because we think you'll become a hedge fund manager, but because these methods help you ask better questions and spot obvious problems before they cost you money.
You'll learn how to read financial statements without getting lost in accounting jargon, evaluate market data sources for reliability, and understand which metrics matter for different situations. Our September 2025 intake focuses on practical application rather than academic theory.
Three Research Approaches We Cover
Financial research isn't one-size-fits-all. Different questions need different tools, and knowing which approach to use saves you time and prevents expensive mistakes.
Quantitative Analysis
Numbers tell stories if you know how to listen. We show you how to work with financial ratios, trend analysis, and comparative metrics without needing a statistics degree. Most useful for evaluating companies or tracking market patterns.
Qualitative Assessment
Not everything that matters shows up in spreadsheets. Learn to evaluate management quality, competitive advantages, and business model sustainability through structured research frameworks that reduce subjective bias.
Risk Evaluation
Every investment has trade-offs. We teach systematic approaches to identifying different risk types, estimating their potential impact, and deciding which risks are worth taking based on your specific situation and goals.
Learn from Henrik Vestergren
Former equity research analyst who got tired of writing reports nobody read. Now I teach people how to do their own financial research without the Wall Street nonsense.
I spent twelve years analyzing companies for institutional clients. Made plenty of mistakes along the way, which turned out to be more educational than the things I got right. These days I focus on teaching practical research skills to people who want to make better financial decisions but don't have time for a finance degree.
My teaching approach is straightforward. We work with real financial statements, actual market data, and case studies from companies you've heard of. No hypothetical examples or simplified textbook scenarios. You'll see what messy data looks like and learn how to work with it anyway.
Classes are small because research skills need hands-on practice and individual feedback. You can't learn this stuff from watching videos alone, though we do use those for background concepts. Most of our time goes into working through actual research projects where you apply the methods to questions you care about.
Twelve-Week Research Training Path
Foundations & Information Sources
Start with understanding where reliable financial data comes from and how to evaluate source credibility. Learn to navigate regulatory filings, company reports, and market databases. Weeks 1-3 focus on building your research toolkit.
Financial Statement Analysis
Learn to read balance sheets, income statements, and cash flow reports like someone who's actually looked at hundreds of them. Understand what the numbers really mean and which ones matter most. Covers weeks 4-6.
Industry & Competitive Research
Develop frameworks for evaluating competitive position, industry dynamics, and business model sustainability. Learn to spot red flags and competitive advantages. This runs through weeks 7-9.
Independent Research Projects
Final three weeks involve conducting your own research project on a company or sector you choose. Apply everything you've learned with guidance and feedback as you work through real analytical challenges.
Program Investment Options
We run two intake sessions per year, with next cohorts starting September 2025 and March 2026. Class sizes are limited to maintain quality instruction and individual attention.
Ready to Improve Your Financial Research Skills?
Applications for our September 2025 cohort open in June. We accept 18 students per intake to maintain instruction quality. If you're considering joining, reach out with questions about whether this program fits your goals.