What People Actually Say

We asked professionals who've worked with us about their experience learning financial research. Here's what came back—unfiltered and straight from them.

Real Feedback from Real Learners

Portrait of Callum Westbrook

Callum Westbrook

Investment Analyst, Brisbane

I came in with practically zero background in financial modelling. The autumn 2024 program walked me through everything—from basic ratio analysis to more complex valuation frameworks. What stood out was how the material connected theory with actual company reports. By mid-2025, I felt comfortable pulling apart financial statements on my own.

Portrait of Siobhan Rafferty

Siobhan Rafferty

Portfolio Manager, Melbourne

The research methodology component changed how I approach investment decisions. Before, I'd skim reports and make gut calls. Now I have a structured process for evaluating companies—cash flow analysis, debt ratios, margin trends. It's not flashy, but it works. The winter 2024 cohort gave me practical tools I use almost daily.

Portrait of Declan Thorpe

Declan Thorpe

Financial Advisor, Sydney

What I appreciated most was the focus on Australian market specifics. Understanding how local regulations affect financial reporting, getting familiar with ASX requirements—that context matters when you're working with Australian clients. The program didn't promise overnight expertise, just solid foundational knowledge. And that's exactly what it delivered.

380+

Professionals Trained Since 2022

4.7

Average Program Rating

89%

Would Recommend to Colleagues

Ready to Start Your Journey?

Our next program begins in September 2025. Spaces fill up quickly, so if you're serious about developing your financial research skills, now's the time to secure your spot.

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