Financial Analysis Mastery Program
Learn to interpret complex financial data and make sound business decisions. Our comprehensive program covers everything from fundamental ratio analysis to advanced forecasting techniques used by professional analysts across Australia.
What You'll Actually Work Through
The program moves through four connected stages. Each one builds on the previous, so you're not jumping into advanced analysis without the fundamentals.
Reading Financial Statements
You'll start by understanding balance sheets, income statements, and cash flow reports. We spend time on what the numbers actually mean for a business—not just definitions, but practical interpretation.
Weeks 1-4Ratio Analysis & Benchmarking
This is where you learn to compare companies and spot trends. Liquidity ratios, profitability metrics, efficiency measures—all applied to real Australian businesses so you see how they work in practice.
Weeks 5-9Forecasting & Valuation
Building financial models, projecting future performance, and understanding what a business might be worth. You'll work with spreadsheets and learn techniques that professionals use every day.
Weeks 10-14Comprehensive Business Analysis
Your final project involves analyzing an actual Australian company from multiple angles. You'll present findings and recommendations, just like you would to stakeholders in a real business environment.
Weeks 15-18Core Topics and Skills
These are the main areas we cover. Each topic includes hands-on exercises and real business scenarios you might encounter in Australian companies across different industries.
Statement Interpretation
Understanding what the three main financial statements reveal about business health. We look at real examples from ASX-listed companies and smaller private businesses.
Performance Metrics
Calculating and interpreting key financial ratios. You'll learn which metrics matter most for different types of businesses and how to spot warning signs or growth opportunities.
Cash Flow Analysis
Going beyond profit to understand actual cash movement. Many profitable businesses fail because of cash problems, so this section focuses on identifying and preventing those issues.
Financial Modeling
Building spreadsheet models to project future scenarios. You'll create models that help answer questions like "What happens if revenue drops 15%?" or "Can we afford this expansion?"
Industry Comparison
Benchmarking against competitors and industry standards. Different sectors have different norms, and you'll learn how to make meaningful comparisons that account for these differences.
Decision Support Analysis
Using financial data to support business decisions. Whether it's evaluating an investment, assessing credit risk, or planning growth, you'll practice translating numbers into actionable insights.
Rhett Calderon
Lead Instructor
Rhett spent twelve years working in financial analysis roles across Melbourne and Sydney, including five years at a mid-sized investment firm. He's reviewed hundreds of financial statements and built countless models. Now he teaches others the practical skills he wishes someone had shown him when he started. His approach focuses on real-world application rather than textbook theory.
Questions People Usually Ask
These come up in almost every conversation with prospective participants. If you're wondering about something else, just reach out.
Do I need an accounting background to start?
Not really. Basic math skills and some familiarity with business concepts help, but we start from fundamentals. Most participants come from business management, operations, or entrepreneurial backgrounds rather than pure finance. If you can work with spreadsheets and understand percentages, you'll be fine.
What's the time commitment each week?
Plan for about 10-12 hours weekly. That includes two evening sessions (3 hours each on Tuesday and Thursday from 6:30-9:30 PM) plus homework and reading. Some weeks are lighter, some heavier depending on where you are in the program. The final project phase usually needs a bit more time.
Is this delivered online or in-person?
We run hybrid sessions from our Newcastle office. You can attend in person at 513 Hunter St or join via video conference. The experience is designed to work either way. Most people pick based on their location and schedule—about 60% join remotely for most sessions.
Will this help me get a job in financial analysis?
The program teaches practical skills that analysts use, but we can't promise specific employment outcomes. Some participants have moved into analyst roles after completing the program. Others use these skills in their current positions to make better decisions. Your results depend on your background, the job market, and how you apply what you learn.
What software or tools do I need?
Microsoft Excel is the main tool. We provide templates and guides for the specific functions you'll need. A reliable computer and internet connection for online sessions are essential. We also use some free financial data sources and analysis platforms—you don't need expensive subscriptions.
Can I start if I miss the October intake?
We run two intakes per year—October 2025 and March 2026. The structure builds progressively, so joining mid-program doesn't work well. If October doesn't fit your schedule, the March intake follows the same curriculum. You can register interest for either session on our contact page.
Ready to Develop These Skills?
The October 2025 intake opens for enrollment in June. Spots are limited to maintain small group sizes and individual attention during sessions.
Get Program DetailsNo commitment required—just information about dates, fees, and enrollment process.