Practical Teaching Methods for Real Financial Analysis
Learning approaches that actually work in Australia's investment landscape
Our instructors spent years working with Melbourne and Sydney investment firms. They know what concepts matter most when you're analyzing companies on the ASX or reviewing property investment opportunities across different Australian markets.
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How We Actually Teach
Most finance courses throw theory at you and hope it sticks. We start with real Australian companies and work backwards to the concepts you need.
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Case Study Focus
We use actual ASX-listed companies like Westpac, BHP, and Woolworths. You'll analyze their real financial statements, not made-up examples. This way, when you encounter similar situations in your career, the patterns feel familiar.
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Build From Problems
Instead of starting with formulas, we present real investment decisions. Should you recommend buying shares in a mining company when commodity prices are falling? Work through the problem first, then learn the tools.
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Progressive Complexity
Week one might cover basic ratio analysis using Commonwealth Bank's annual report. By month three, you're building DCF models for complex situations like Telstra's infrastructure spin-off. Each step builds naturally on the last.
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Industry Context
Different sectors need different approaches. Analyzing a tech startup in Sydney requires different thinking than evaluating a Perth-based iron ore producer. We cover these distinctions explicitly.
Meet Your Instructors
Investment professionals who transitioned to teaching because they wanted to share what actually works

Vaughn Mitchell
Senior Research Analyst
Twelve years analyzing Australian equities for institutional clients. Specialized in materials and energy sectors. Now focuses on teaching DCF modeling and sector analysis techniques that work in volatile markets.

Zelda Pemberton
Portfolio Strategy Lead
Built investment frameworks for high-net-worth clients across Melbourne and Brisbane. Expert in risk assessment and portfolio construction. Teaches practical approaches to client communication and presentation skills.
Your Learning Journey
Here's how skills develop over our six-month program, starting in September 2025
Foundation with Real Companies
Start with financial statement analysis using companies you recognize. No abstract examples.
- Read annual reports from major Australian banks
- Calculate and interpret basic ratios
- Identify red flags in financial statements
- Practice with retail companies like JB Hi-Fi
Valuation Methods
Build DCF models and learn comparable analysis using Australian market data.
- Create Excel models for ASX-listed companies
- Understand market multiples in Australian context
- Account for commodity price cycles
- Practice peer group analysis
Sector Specialization
Deep dive into specific industries that drive the Australian economy.
- Mining companies and resource cycles
- Financial services and regulatory impacts
- REITs and property investment trusts
- Healthcare and biotech valuations
Professional Application
Present investment recommendations and handle client scenarios.
- Create investment committee presentations
- Defend your analysis under questioning
- Handle uncertainty and market volatility
- Build professional communication skills
Ready to Learn Financial Analysis That Works?
Join our practical program designed for Australian investment professionals
Next cohort begins September 2025 • Limited to 24 participants