Master Financial Analysis for Real Markets
Develop practical skills in investment research, risk assessment, and portfolio strategy through hands-on training designed for Australian financial professionals.
Explore Our ProgramsModern Analysis Frameworks
The investment landscape keeps shifting, and traditional models don't always capture what's happening in today's markets. We focus on practical frameworks that actually work.
Our approach combines fundamental analysis with behavioral insights. You'll learn to spot market inefficiencies, assess company financials beyond the basics, and understand how macroeconomic trends affect different sectors.
Students work with real ASX data and case studies from recent market events. This isn't about memorizing formulas — it's about developing judgment that serves you in unpredictable situations.
Build Skills That Matter
Professional development that goes beyond theory. Focus on capabilities that make a real difference in your analytical work.
Sector Deep Dives
Understand how different industries work, from mining and resources to tech startups. Learn what drives valuations and where to look for red flags in company reports.
Risk Modeling
Build models that account for correlation breakdowns and tail events. Practice with scenarios from 2008, 2020, and recent market volatility to test your assumptions.
Behavioral Finance
Recognize common cognitive biases in investment decisions. Learn when markets overreact and how to identify opportunities in periods of uncertainty.
Portfolio Construction in Practice
- Asset allocation strategies that adapt to changing market conditions and client needs rather than following static models
- Due diligence processes for evaluating fund managers, including questions most investors never think to ask
- Stress testing portfolios against historical scenarios and potential future disruptions in Australian markets
- ESG integration techniques that go beyond superficial screening to identify genuine sustainable investment opportunities
- Alternative investment evaluation, from REITs to private equity structures available to Australian investors
Understanding Risk Beyond the Numbers
Risk management isn't just about calculating standard deviations. It's about understanding what can go wrong and preparing for scenarios that historical data might not capture. We teach you to think like a risk manager, not just calculate like one.
Liquidity Assessment
Learn to evaluate how quickly you can exit positions during market stress. Practice with Australian small-cap scenarios and international market disruptions.
Counterparty Risk
Understand the interconnections between financial institutions and how problems spread. Study cases from the banking royal commission and global financial crisis.
Operational Risk
Identify risks in investment processes, from data quality issues to human error in trading. Learn from real failures and near-misses in the industry.
Learn from Experienced Practitioners
Our instructors have worked through multiple market cycles and understand the difference between textbook theory and market reality.
Real Market Experience
Serena Waldorf brings fifteen years of buy-side experience from Melbourne fund management. She's managed portfolios through the GFC, the mining boom, and recent market volatility.
Her teaching focuses on practical decision-making under uncertainty. Students learn to build conviction in their analysis while staying humble about what they can't predict.
Classes include case studies from her own investment mistakes and successes. This kind of honest perspective is rare but invaluable for developing professional judgment.
Meet Our Faculty
Ready to Advance Your Analysis Skills?
Our next cohort begins in September 2025. Limited spots available for working professionals who want to deepen their investment analysis capabilities.