Investment Analysis Mastery Program

Learn practical investment strategies and analysis techniques that real fund managers use. Our comprehensive program starts September 2025, designed for professionals ready to advance their financial careers in the Australian market.

Program Journey

1

Foundation Phase (Months 1-3)

Master fundamental analysis techniques, financial statement interpretation, and market research methodologies. You'll work with real company data from ASX-listed firms and learn to spot investment opportunities.

2

Advanced Analysis (Months 4-6)

Dive into portfolio theory, risk assessment, and quantitative analysis. We cover DCF modeling, comparable company analysis, and sector-specific valuation methods used in Australian markets.

3

Strategy Implementation (Months 7-9)

Apply learned concepts through simulated portfolio management and case study analysis. Work on real-world scenarios involving Australian superannuation funds and institutional investments.

4

Capstone Project (Months 10-12)

Complete an independent research project analyzing a sector or company of your choice. Present findings to industry professionals and receive feedback on your analytical approach.

Core Curriculum Areas

Our program covers essential skills needed for investment analysis roles in Australia's financial sector. Each module builds on previous knowledge while introducing new analytical frameworks.

F

Financial Modeling

Build comprehensive financial models using Excel and specialized software. Learn to create DCF models, LBO analyses, and merger models commonly used in investment banking.

E

Equity Research

Develop skills in company analysis, industry research, and investment recommendation writing. Practice with real ASX companies and learn to present findings professionally.

R

Risk Management

Understand portfolio risk assessment, hedging strategies, and regulatory compliance requirements specific to Australian financial markets and superannuation industry.

D

Data Analysis

Master statistical analysis techniques and learn to work with financial databases. Use Bloomberg Terminal, Refinitiv, and other professional tools for market research.

M

Market Strategy

Explore various investment strategies from value investing to growth analysis. Understand how different approaches work in Australian market conditions and economic cycles.

P

Professional Practice

Learn industry standards, ethical considerations, and communication skills essential for working in investment firms, banks, or consultancy roles in Australia.

Learn From Industry Experts

Our instructors bring decades of experience from leading Australian financial institutions. They've worked through market cycles and understand what skills employers actually need.

Caspian Thornfield

Senior Investment Analyst

Former portfolio manager at Colonial First State with 15 years experience in Australian equities. Caspian teaches fundamental analysis and sector research methodologies.

Maximilian Ridgemont

Quantitative Strategist

Previously with Macquarie Bank's derivatives team, Max specializes in risk modeling and quantitative analysis. He brings real-world trading floor experience to complex concepts.

Percival Ashworth

Fixed Income Specialist

Retired chief economist from Commonwealth Bank with expertise in interest rate analysis and bond markets. Percy teaches macroeconomic analysis and fixed income strategies.

Applications Open March 2025

Our next cohort begins September 2025 with limited spaces available. The program runs for 12 months with evening classes designed for working professionals. Contact us to discuss your career goals and program fit.

Discuss Program Options