Built on Real-World Experience

We started because we noticed something missing in financial education. Most courses teach theory, but the actual work requires different thinking.

How We Got Here

2019

The Beginning

Three analysts from different sectors met at a conference in Sydney. We all complained about the same thing—universities didn't prepare us for what we actually do every day. That conversation turned into weekend workshops.

2021

First Proper Program

After running informal sessions for two years, we developed a structured curriculum. Fifteen students enrolled in our pilot program focusing on practical analysis methods that we used in our own work.

2023

Regional Expansion

Word spread through finance networks across Australia. We moved to larger premises in Wagga Wagga and started offering specialized tracks for different sectors—banking, investment, risk assessment.

2025

Looking Forward

We're launching new programs in September 2025 that focus on emerging areas like ESG analysis and fintech integration. The core idea remains the same—teach what actually matters in daily financial work.

What We Stand For

Practical First

Theory has its place, but we start with real scenarios. Students work through actual financial data from the first week, not textbook examples that feel disconnected from work.

Honest Assessment

Financial analysis isn't glamorous. We don't promise quick success or guaranteed outcomes. Instead, we prepare students for the detailed, methodical work that characterizes this field.

Industry Connection

Our instructors still work in finance. This means the methods we teach reflect current practices, not outdated approaches that no longer apply in modern financial environments.

Accessible Learning

Complex topics don't require complex explanations. We break down advanced techniques into understandable components that students can apply immediately in their work.

Continuous Evolution

Financial markets change constantly. We update our curriculum regularly based on what we're seeing in our own analysis work and feedback from former students now working in the industry.

Small Groups

We limit class sizes deliberately. Financial analysis requires detailed feedback on your work, which isn't possible with large cohorts. Quality over quantity, always.

Meet the Core Team

Jarrod Fenwick

Lead Instructor, Risk Analysis

Spent twelve years at regional banks before realizing he enjoyed teaching analysis more than doing it full-time. Still consults part-time to keep his methods current. Known for explaining complex risk models without making students want to nap.

Petra Viklund

Director, Curriculum Development

Former investment analyst who got frustrated with how training programs prepared new hires. Designs our courses based on what she wishes she'd learned in university. Has strong opinions about Excel shortcuts and will share them unprompted.

Students analyzing financial data during practical workshop session

Collaborative learning environment during advanced analysis training

Our Approach

Most financial education follows a predictable pattern—lectures, assignments, exams. We tried something different. Students get real datasets from day one and work through them using the same tools they'll use in actual jobs.

Classes are small because financial analysis requires detailed feedback. You can't learn proper methodology through automated quizzes. Each student's work gets reviewed thoroughly, which takes time but makes a significant difference in learning outcomes.

Programs typically run for twelve months, starting in autumn 2025 or early 2026. That timeframe allows students to develop genuine competency rather than superficial familiarity with techniques.

Advanced financial modeling session with instructor guidance