Master Financial Statement Analysis

Transform raw financial data into strategic insights. Our comprehensive program teaches you to decode balance sheets, income statements, and cash flows like a seasoned analyst.

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How We Build Your Expertise

Financial analysis isn't just about crunching numbers. It's about understanding the story behind those numbers and what they mean for business decisions. Our approach combines theoretical knowledge with hands-on practice using real company data.

  • 1

    Foundation Building

    Start with accounting fundamentals and financial statement structure. We make sure you understand what each line item represents before diving deeper.

  • 2

    Ratio Analysis Mastery

    Learn to calculate and interpret key financial ratios. Discover which metrics matter most for different industries and investment strategies.

  • 3

    Real-World Application

    Analyze actual public companies using live data. Practice spotting red flags, identifying growth opportunities, and making investment recommendations.

  • 4

    Advanced Techniques

    Master cash flow analysis, segment reporting, and complex valuation models. Build skills that separate professionals from amateurs.

Financial analyst reviewing complex financial statements and charts on multiple computer screens

Learn From Industry Veterans

Our instructors bring decades of real-world experience from investment banking, corporate finance, and equity research. They've analyzed thousands of companies and know what works in practice, not just theory.

Professional headshot of Marcus Reinhardt, senior financial analyst instructor

Marcus Reinhardt

Senior Analyst

15 years at Goldman Sachs covering tech and healthcare sectors. Known for identifying undervalued companies before market recognition.

Professional headshot of Elena Kowalski, corporate finance expert and program instructor

Elena Kowalski

Corporate Finance

Former CFO at three Fortune 500 companies. Specializes in cash flow analysis and financial forecasting for strategic planning.

Professional headshot of David Chen, equity research director and program mentor

David Chen

Equity Research

Director at Morningstar for 12 years. Expert in valuation models and sector analysis across emerging and developed markets.

Professional headshot of Robert Fitzgerald, investment banking veteran and financial analysis instructor

Robert Fitzgerald

Investment Banking

20+ years in M&A and IPO transactions. Teaches advanced financial modeling and due diligence techniques for complex deals.

Complete Curriculum Overview

Six comprehensive modules designed to take you from basic financial literacy to advanced analytical skills. Each module builds on the previous one, creating a solid foundation for professional growth.

Financial Statement Fundamentals

4 Weeks
  • Balance sheet structure and analysis
  • Income statement deep dive
  • Cash flow statement mastery
  • Notes to financial statements

Ratio Analysis & Interpretation

3 Weeks
  • Liquidity and solvency ratios
  • Profitability metrics
  • Efficiency and activity ratios
  • Market-based indicators

Industry & Peer Comparison

3 Weeks
  • Benchmarking methodologies
  • Sector-specific metrics
  • Competitive positioning analysis
  • Market cycle considerations

Cash Flow Analysis

4 Weeks
  • Operating cash flow quality
  • Free cash flow calculations
  • Working capital analysis
  • Capital allocation decisions

Red Flags & Risk Assessment

2 Weeks
  • Earnings quality indicators
  • Accounting irregularities
  • Going concern issues
  • Fraud detection techniques

Advanced Valuation Methods

4 Weeks
  • Discounted cash flow models
  • Comparable company analysis
  • Precedent transaction analysis
  • Sum-of-the-parts valuation

Next Program Starts September 2025

Our intensive 20-week program runs twice yearly. Classes meet Tuesday and Thursday evenings, plus one Saturday morning session monthly. All sessions are available live online with recorded access for review.

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