Financial Analysis Training for Investment Teams
Build your team's analytical capabilities with comprehensive programs designed for Canadian investment professionals and financial analysts
Discuss Training NeedsProgressive Skill Development Path
Our structured approach builds expertise step by step, ensuring your analysts develop both theoretical knowledge and practical application skills
Foundation Analysis
Start with core financial statement analysis, ratio interpretation, and basic valuation methods. Perfect for junior analysts or those transitioning into investment roles.
Advanced Modeling
Dive into complex financial modeling, scenario analysis, and sector-specific valuation techniques. Build confidence with real market cases.
Portfolio Integration
Learn to synthesize individual analysis into portfolio decisions, considering correlation, risk management, and strategic allocation.
Flexible Learning Approaches
We know every organization has different needs, schedules, and learning preferences. That's why our programs adapt to your team rather than forcing your team to adapt to us.
Live Interactive Sessions
Real-time instruction with immediate feedback and Q&A opportunities. Perfect for complex topics that benefit from discussion.
- Weekly 2-hour sessions
- Small group discussions
- Live case study reviews
- Immediate question resolution
Self-Paced Modules
Complete coursework on your own schedule with comprehensive materials and recorded explanations for busy professionals.
- 24/7 access to materials
- Progress tracking
- Downloadable resources
- Mobile-friendly platform
Workshop Intensives
Focused deep-dive sessions over 1-2 days covering specific topics or skills your team needs most.
- Customized content focus
- Hands-on exercises
- Team collaboration projects
- Take-home action plans
Mentoring Programs
One-on-one guidance for senior analysts developing specialized expertise or taking on new responsibilities.
- Individual development plans
- Regular progress meetings
- Industry networking connections
- Career advancement support
Ongoing Support System
Learning doesn't stop when the formal sessions end. We provide continued access to resources, alumni networks, and updated materials as markets evolve.
Your team gets access to our quarterly market analysis webinars, updated case studies reflecting current market conditions, and a private discussion forum for ongoing peer learning.
Learn from Practicing Professionals
Our instructors aren't just academics—they're working investment professionals who bring current market experience and real-world insights to every session.
Marcus Chen
12 years managing institutional portfolios, specializing in equity analysis and risk management. Former analyst at two major Canadian investment firms. Marcus brings practical experience from managing over 0M in assets and has seen multiple market cycles.
Sarah Mitchell
Built and managed quantitative models for pension funds and endowments. Sarah developed proprietary screening tools still used by major institutions today. Her expertise in translating complex mathematics into practical investment decisions is invaluable for analytical teams.
Combined Professional Experience
Upcoming Program Schedule
We run cohorts throughout the year to accommodate different schedules and business calendars. Here's what's coming up for 2025 and early 2026.
Fall Cohort Registration Opens
Early bird pricing available for our comprehensive 12-week program starting in November. Perfect timing for teams looking to strengthen skills before year-end planning season.
Express InterestFall Program Begins
12-week intensive program running through February 2026. Mix of live sessions, self-paced work, and practical applications using current market data.
Learn MoreWinter Workshop Series
Focused 2-day intensives on specialized topics: ESG analysis, sector-specific valuation, and advanced risk modeling. Can be taken individually or as a series.
View WorkshopsSpring Cohort Opens
Our most popular session timing—starts after Q1 results season and runs through summer. Ideal for teams with lighter travel schedules during this period.
Join WaitlistProgram Investment Options
Choose the level of engagement that fits your team's needs and budget. All programs include materials, ongoing support, and access to our professional network.
Foundation Program
- 8-week core curriculum
- Weekly live sessions
- Basic modeling templates
- Course materials included
- 6-month forum access
Professional Program
- 12-week comprehensive training
- Live sessions + workshops
- Advanced modeling suite
- Individual project feedback
- 1-year continued access
- Quarterly market updates
Executive Program
- Full curriculum + mentoring
- Custom team workshops
- Proprietary analysis tools
- Strategic planning session
- Lifetime network access
- Annual skills assessment
Team Development Focus
We work closely with your organization to ensure training aligns with your investment philosophy and business objectives. Programs can be customized for teams of 5 or more participants.