Financial Analysis Mastery Program

Build expertise in financial statement analysis through structured learning modules designed for practical application in real-world scenarios

Weeks Duration

Core Modules

Study Hours/Week

Sept

2025 Start Date

Learning Pathway Structure

Each module builds systematically on previous knowledge, creating a comprehensive foundation in financial analysis techniques and practical applications.

Financial Statement Foundations

Weeks 1-4

This opening module establishes core understanding of financial statement components and their interconnections. Students examine balance sheets, income statements, and cash flow statements from established Canadian companies, learning to identify key relationships between different financial elements.

Statement Structure Analysis

Account Classification

Financial Data Interpretation

Regulatory Framework Understanding

Ratio Analysis & Performance Metrics

Weeks 5-8

Students develop proficiency in calculating and interpreting financial ratios across liquidity, efficiency, leverage, and profitability categories. Real company case studies provide context for understanding how ratios reveal operational performance and financial health trends over time.

Liquidity Ratio Calculation

Profitability Analysis

Leverage Assessment

Trend Identification

Cash Flow Analysis & Valuation

Weeks 9-12

Advanced techniques for analyzing cash flow patterns and applying valuation methodologies take center stage. Students work with discounted cash flow models, examining how cash generation capacity influences business valuation and investment decisions in various industry contexts.

Cash Flow Forecasting

DCF Model Construction

Valuation Techniques

Risk Assessment Methods

Industry Analysis & Decision Making

Weeks 13-16

The capstone module integrates all previous learning through comprehensive industry analysis projects. Students compare companies within specific sectors, identifying industry-specific metrics and developing investment recommendations based on thorough financial analysis and market positioning evaluation.

Comparative Analysis

Industry Benchmarking

Investment Decision Framework

Presentation & Reporting

Expert-Led Learning Experience

Our program combines industry expertise with proven educational methodologies, ensuring students develop both technical skills and practical judgment in financial analysis.

Marcus Brennan

Senior Financial Analyst & Program Director

With over twelve years analyzing financial statements for institutional investors, Marcus brings real-world perspective to classroom learning. His background includes equity research at major Canadian financial institutions and private equity due diligence experience.

Teaching Methodology

Our instructional approach emphasizes practical application over theoretical memorization. Students work with actual company financials from the beginning, developing analytical instincts alongside technical proficiency.

Case-Based Learning

Each concept introduced through real company examples, allowing students to see immediate applications of analytical techniques in various business contexts.
Progressive Complexity

Starting with straightforward analysis scenarios and gradually introducing more complex situations involving multiple variables and industry-specific considerations.
Collaborative Analysis

Small group projects where students examine different aspects of the same company, then combine insights to develop comprehensive investment perspectives.
Industry Focus Weeks

Dedicated sessions examining sector-specific financial characteristics in industries like retail, manufacturing, technology, and resource extraction.

Ready to Build Financial Analysis Skills?

Applications for our September 2025 cohort open in June. Join professionals who are developing the analytical capabilities that drive informed investment decisions.

Request Program Information