Practical Framework Development
You'll build your own research templates and models—things you can actually take into your work. We cover everything from basic statement analysis to industry-specific valuation approaches.
Evidence-Based Research Education
We asked professionals who've worked with us about their experience learning financial research. Here's what came back—unfiltered and straight from them.
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.
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.
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
We've built our programs around what actually works in practice. No theoretical fluff—just methods that professionals use when analysing companies and making investment decisions.

You'll build your own research templates and models—things you can actually take into your work. We cover everything from basic statement analysis to industry-specific valuation approaches.
Every module includes analysis of actual Australian companies. You'll see how different industries require different analytical approaches, and why context matters when interpreting financial data.
Program materials stay available after completion. As regulations change or new methodologies emerge, we update content and notify previous participants. Your learning doesn't stop when the program ends.
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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