Investment Analysis Mastery Program

Build genuine expertise in financial analysis through hands-on learning with real market scenarios. Our comprehensive program connects theory to practice, preparing you for confident investment decision-making.

Learn More About Our Program

Real Skills for Real Markets

Investment analysis isn't just about numbers on spreadsheets. It's about understanding businesses, markets, and the human psychology that drives financial decisions. Our program focuses on developing practical analytical skills that work in actual market conditions.

We've designed this curriculum around real case studies from the Australian market, including everything from mining companies to tech startups. You'll work with actual financial statements, not simplified textbook examples.

  • Financial statement analysis using real ASX companies
  • Risk assessment frameworks for different market sectors
  • Portfolio construction and management principles
  • Market research and due diligence processes
Investment analysis workspace with financial charts and documents

Your Learning Journey

Phase 1

Foundation Building (Months 1-2)

Start with financial statement fundamentals and ratio analysis. We'll work through balance sheets, income statements, and cash flow statements using companies you recognize. No dry theory - just practical skills you can apply immediately.

Phase 2

Industry Analysis (Months 3-4)

Dive into sector-specific analysis techniques. Mining companies require different evaluation methods than banks or retailers. You'll learn to adapt your analytical approach based on industry characteristics and market cycles.

Phase 3

Valuation Methods (Months 5-6)

Master multiple valuation approaches including DCF models, comparable company analysis, and sum-of-parts valuations. We'll show you when to use each method and how to combine different approaches for more robust analysis.

Phase 4

Portfolio Application (Months 7-8)

Put it all together by building and managing a mock portfolio. Learn position sizing, risk management, and how to make buy, hold, or sell decisions based on your analysis. This is where everything clicks into place.

Learn from Experienced Practitioners

Kieran Thornfield, Senior Investment Analyst

Kieran Thornfield

Senior Investment Analyst

Kieran spent twelve years analyzing ASX-listed companies at institutional funds before joining our teaching team. He brings real-world experience from managing over $400 million in Australian equities, with particular expertise in resources and industrial sectors.

Soraya Blackwood, Portfolio Manager

Soraya Blackwood

Portfolio Manager

Soraya managed retail and institutional portfolios for eight years, specializing in small-cap growth companies. She knows how to spot opportunities others miss and teaches practical techniques for finding undervalued stocks in the Australian market.

Students working on investment analysis case studies

Hands-On Case Study Approach

Every week, you'll tackle real investment scenarios. Not hypothetical problems, but actual situations our instructors faced during their careers. You'll learn to handle complex decisions under uncertainty.

  • Analyze distressed companies and turnaround situations
  • Evaluate IPO prospectuses and new listings
  • Navigate market volatility and economic uncertainty
  • Assess management quality and corporate governance
  • Build financial models from scratch
Discuss Case Studies

Ready to Begin Your Journey?

Our next cohort begins in September 2025, with applications opening in May. The program runs for eight months, with flexible scheduling to accommodate working professionals. Small class sizes ensure personalized attention and meaningful interaction with instructors.

1

Initial Consultation

Schedule a conversation with our program coordinator to discuss your background and learning objectives.

2

Application Review

Submit your application materials and participate in a brief skills assessment to ensure program fit.

3

Program Confirmation

Receive your welcome materials and prepare for the intensive learning experience ahead.

Start Your Application