Master Financial Analysis Through Practical Investment Framework

We built this programme around what investment professionals actually need. Not theory you'll never use. Real-world analysis methods for equity research, portfolio construction, and risk assessment that matter in 2025 markets.

Explore Full Programme

Financial analysis workspace with investment research materials

Three-Stage Development Path

Most finance courses throw everything at you at once. We've structured this differently. Each stage builds specific skills you'll apply immediately, with clear progression from foundational analysis to advanced portfolio strategy.

Foundation Analysis

Start with financial statement interpretation and valuation fundamentals. You'll work through real company reports, build DCF models, and understand how professionals assess business quality.

Duration: 12 weeks
Practical projects: 4 company analyses
Assessment: Portfolio case study

Market Context

Here's where it gets interesting. You'll learn how macro factors influence equity markets, sector rotation patterns, and how to position portfolios across different economic regimes.

Duration: 14 weeks
Practical projects: 3 sector analyses
Assessment: Market scenario planning

Portfolio Strategy

The final stage focuses on risk management, portfolio construction, and performance attribution. You'll build complete investment strategies and learn how to communicate them effectively.

Duration: 16 weeks
Practical projects: Full portfolio build
Assessment: Strategy presentation

Investment analysis methodology demonstration

How We Actually Teach This

Look, there are plenty of finance courses that promise to turn you into an analyst in eight weeks. That's not realistic. What we do is give you the specific analytical framework that equity research teams use daily.

Each module revolves around real company cases. Not hypothetical examples from textbooks. You'll analyse current financial reports, build models with actual data, and present investment theses just like you would in a professional setting.

The cohort starts in September 2025. We cap it at 24 participants because this isn't a lecture series where you just watch videos. You'll get direct feedback on your work, participate in peer reviews, and refine your analytical approach throughout.

Case-based learning with current market examples
Weekly analytical assignments with detailed feedback
Peer review sessions to sharpen your thinking
Direct access to instructors for technical questions
Real data sources and professional tools practice

What You'll Actually Cover

This isn't an exhaustive list, but it gives you a sense of the technical depth and practical focus throughout the programme.

Financial Statement Analysis

You'll dissect income statements, balance sheets, and cash flow statements to understand business performance. We focus on what actually matters for investment decisions, not accounting minutiae.

Quality of earnings Working capital analysis Cash conversion cycles Red flag identification

Equity Valuation Methods

DCF models, comparable company analysis, precedent transactions. You'll learn when to use each method and how to triangulate to a reasonable valuation range.

DCF modelling Comparable analysis Terminal value estimation Sensitivity analysis

Industry and Competitive Analysis

Understanding the competitive landscape matters as much as the numbers. You'll learn frameworks for assessing industry structure, competitive positioning, and business model sustainability.

Porter's forces application Moat assessment Sector dynamics Disruption analysis

Portfolio Construction

This is where individual stock analysis meets portfolio-level thinking. You'll learn position sizing, diversification principles, and how to build portfolios for different risk profiles.

Risk budgeting Correlation analysis Factor exposures Rebalancing strategies

Casper Lindberg

Lead Programme Instructor

I spent twelve years in equity research before moving into education. What frustrated me about traditional finance courses was how disconnected they were from actual investment practice. This programme is my attempt to fix that.

We focus on the analytical skills that matter. How to read a 10-K efficiently. How to build a model that's useful rather than overly complex. How to think critically about management guidance and industry trends.

The September 2025 cohort is our fourth run. We've refined the structure based on what participants found most valuable, and added more practical case work throughout.

See Our Teaching Approach