Financial Analysis Training for Investment Professionals
We built this program because we kept meeting smart people who struggled with practical financial modeling. Not theory—real work. Our nine-month curriculum focuses on the tools and frameworks you'll actually use.
Schedule a ConsultationThree Learning Paths
Different professionals need different skills. We've organized our curriculum around three core competencies that match how investment firms actually structure their teams.
Equity Analysis Track
Company valuation, competitive analysis, and financial statement interpretation. You'll work through real quarterly reports and learn to spot the numbers that matter.
9 months • Starting September 2025
Fixed Income Fundamentals
Bond pricing, duration analysis, and credit assessment. We focus on the Philippine market first, then expand to regional securities. Most firms need this skill set more than they admit.
9 months • Starting October 2025
Portfolio Construction
Risk management, asset allocation, and performance measurement. This is where analysis becomes decision-making. You'll build portfolios under different market scenarios and defend your choices.
9 months • Starting November 2025
What You'll Actually Learn
Our curriculum evolved from years of consulting work. These are the skills that consistently separate strong analysts from everyone else.
- Reading cash flow statements like a detective (not just skimming the summary)
- Building financial models that don't break when you change one assumption
- Writing investment memos that executives actually read
- Conducting due diligence interviews that uncover real risks
- Using Bloomberg Terminal efficiently (most people waste hours)
- Presenting recommendations under pressure without falling apart
Who Teaches This Program
Our instructors still work in investment firms. They teach what they're currently using, not what they remember from five years ago.
Catalina Voss
Equity Research Instructor
Spent eleven years covering consumer sectors for institutional investors. Now splits time between independent research and teaching analysts how to ask better questions.
Berenice Nyland
Fixed Income Specialist
Manages a regional bond portfolio and teaches credit analysis on weekends. She brings actual deal structures to class, which makes the concepts stick better than textbook examples.
Thessaly Irving
Portfolio Strategy Lead
Runs asset allocation for a family office in Manila. Her teaching style is direct—she'll tell you when your analysis doesn't make sense and explain why.
Fall 2025 Enrollment Opens Soon
We limit each cohort to eighteen participants. Small groups mean you get actual feedback on your work, not generic comments on discussion boards.
Program Length
9 Months
Weekly Commitment
12-15 Hours
Cohort Size
18 Students