Financial Analysis That Actually Makes Sense

We know you're tired of courses that teach theory without showing you what it looks like in practice. Our program takes a different approach—walking you through real scenarios that Australian businesses actually face, not textbook examples from another decade.

Find Your Starting Point

Not everyone needs the same depth of analysis. We've built three distinct pathways based on where you are now and what you're trying to accomplish. Think of these as different doors into the same building—each gets you where you need to go.

1

Building Foundations

You're comfortable with basic financial statements but want to dig deeper. Maybe you can read a P&L but struggle with cash flow projections or variance analysis.

  • Ratio analysis beyond the basics
  • Working capital management
  • Forecasting techniques that hold up
  • Spotting red flags before they become problems
2

Strategic Analysis

You've got the fundamentals down and you're ready for more complex territory. Investment appraisal, cost-benefit frameworks, and scenario planning that boards actually want to see.

  • Multi-variable scenario modelling
  • Risk-adjusted return calculations
  • Sensitivity analysis frameworks
  • Presenting financial insights effectively
3

Advanced Techniques

This is where things get interesting. Valuation models, complex financial structures, merger analysis—the stuff that separates competent analysts from exceptional ones.

  • DCF and comparable company analysis
  • Capital structure optimization
  • Advanced Excel and data visualization
  • Building models that withstand scrutiny

What You'll Actually Learn

Here's an honest look at what each pathway covers. Some people want breadth, others need depth in specific areas. Both approaches work—it just depends on what you're solving for.

Skill Area Foundations Strategic Advanced
Financial Statement Analysis Core techniques Deep-dive methods Forensic approaches
Forecasting & Budgeting Basic models Rolling forecasts Probabilistic scenarios
Valuation Methods Multiples approach DCF & precedent transactions
Investment Appraisal NPV & IRR basics Risk adjustment Real options analysis
Data Visualization Standard charts Dashboard design Interactive reporting
Case Study Complexity Single-variable problems Multi-stakeholder scenarios Real M&A and restructuring cases
Financial analyst reviewing complex data models and projections on multiple screens

Who You'll Learn From

These aren't academic lecturers reading from decade-old slides. They're people who've done this work in real businesses, made real mistakes, and figured out what actually works when the pressure's on.

Callum Rutherford, financial analyst and program instructor

Callum Rutherford

Corporate Finance Specialist

Spent twelve years in M&A advisory before moving into education. Callum's seen what happens when valuation models meet reality—and he's good at explaining why the textbook answer isn't always the right one.

Teaching Focus: Valuation frameworks and investment analysis for mid-market transactions
Freya Tomlinson, senior financial analyst and course developer

Freya Tomlinson

Financial Planning & Analysis

Built FP&A functions for three different ASX-listed companies. Freya knows what executives need from their analysts—and more importantly, what makes financial reporting actually useful rather than just comprehensive.

Teaching Focus: Scenario planning and executive-level financial communication
Sienna Bergström, data analytics and financial modelling expert

Sienna Bergström

Data Analytics & Modelling

Came up through investment banking before specializing in financial modelling and data visualization. Sienna's the person you want teaching you Excel—because she actually knows why certain approaches break down at scale.

Teaching Focus: Advanced Excel techniques and building models that don't fall apart under stress

Programs Start September 2025

We're opening enrolment for our autumn intake in a few months. If you want more information about which pathway makes sense for your situation, reach out and we'll have a proper conversation about it.

Get Program Details