Hands-on sessions that make financial concepts actually stick
We run practical workshops throughout the year where you can work through real scenarios with instructors who've been in the trenches. Think case studies, breakout discussions, and those "aha" moments that actually change how you look at numbers.
Half-day session where we break down balance sheets and income statements using real company examples. You'll leave knowing what to look for and which red flags matter most.
Specifically designed for folks running their own operations. We tackle the cash flow forecasting that keeps business owners up at night, with templates you can actually use.
A proper introduction to investment analysis that doesn't assume you already know everything. We cover valuation methods and risk assessment in plain language.
Our most comprehensive hands-on session. Over two days, you'll build financial models from scratch using Excel. We work through scenarios that mirror what analysts deal with—projections, sensitivity analysis, and presenting findings that actually make sense.
Free online sessions where we tackle specific topics in about an hour. Join live or catch the recording later if you're swamped.
What different margin types tell you about a company's health, and why comparing margins across industries can lead you astray. We'll look at examples from retail, manufacturing, and services.
The financial ratios that matter most and when to use them. Skip the memorization—we focus on practical application with real balance sheets and what conclusions you can actually draw.
Warning signs in financial statements that suggest trouble ahead. From inventory buildups to changing accounting policies, we cover the stuff that should make you dig deeper.
The modeling workshop changed how I approach financial analysis completely. I'd been stumbling through Excel for years, but after two days with their team, I finally understood the logic behind building models properly. The templates alone have saved me countless hours.
I attended their cash flow session as a small business owner who always felt lost when looking at financial reports. The instructor broke everything down using real examples that actually matched what I see in my business. Now I can forecast three months out with confidence.