Understanding Money Without the Corporate Jargon
Most financial education feels disconnected from reality. We focus on what actually matters—reading numbers that tell stories, spotting patterns before they become problems, and making decisions based on evidence rather than instinct.
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How We Actually Teach This Stuff
Financial analysis isn't about memorizing formulas. It's about building perspective through repeated exposure to real scenarios.
Start With Context
Before ratios or spreadsheets, you learn to read a business situation. What industry pressures exist? What seasonal patterns affect cash flow? Context shapes every number you encounter.
Practice Pattern Recognition
You'll analyze dozens of real company financials—not textbook examples. Over time, you develop instinct for what looks normal versus what deserves deeper investigation.
Build Your Framework
Everyone develops their own analysis process. We provide structure and feedback while you figure out what questions matter most for your situation and goals.
What You Actually Learn Here
Financial literacy programs often skip the practical stuff. They teach theory but not application. Our approach focuses on the skills you'll use repeatedly if you work with business data.
The fundamentals sound boring until you realize how often they matter. Reading cash flow statements helps you understand whether a company can survive a slow quarter. Ratio analysis reveals whether growth is sustainable or just borrowed money creating temporary momentum.
- Financial statement analysis that goes beyond surface-level numbers
- Cash flow interpretation for different business models and industries
- Ratio analysis with context about what makes benchmarks meaningful
- Risk assessment frameworks you can adapt to various situations
- Practical modeling techniques that balance accuracy with usefulness
Learning Tracks for Different Goals
We run two main programs starting September 2025. Both cover financial analysis fundamentals but differ in pace and depth based on what you need.
Foundation Program
Designed for career changers and professionals who need financial literacy for their current role. Covers essential concepts with emphasis on practical application.
Advanced Analysis Track
For those planning to work in financial roles or who need deeper analytical capability. More technical with focus on modeling and forecasting skills.
Both programs open for enrollment in July 2025
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Marcus Chen
Lead Instructor
Former equity analyst who spent eight years evaluating companies before switching to education. Now helps others develop similar analytical thinking.
David Park
Modeling Specialist
Works with mid-stage companies on financial planning. Teaches modeling workshops focused on practical application rather than theoretical perfection.
Learning From People Who Do This Work
Both instructors maintain active consulting practices. They see current challenges companies face and bring those situations into the classroom—with details changed but problems intact.
This matters because financial analysis changes as business models evolve. Subscription revenue requires different evaluation than traditional sales. Digital companies have different cost structures than manufacturing businesses.
You learn principles that remain constant but also see how application shifts based on context. That combination—solid foundation plus current practice—makes the education relevant beyond graduation.
Small Group Sessions
Maximum 12 students per cohort so everyone gets individual feedback on their analysis approach and thinking process.
Real Case Studies
Work with actual financial statements and business scenarios adapted from consulting engagements and market situations.
Ongoing Access
Course materials and case library remain available after completion so you can reference examples as needed in your work.
Practical Focus
Every concept connects to application. You learn tools because they solve specific problems, not just for theoretical understanding.