I'd been working in admin for years and wanted to shift into something more analytical. The Expert program gave me structure when I was completely lost about where to even begin. My mentor, Isla, helped me identify which sectors matched my background. Now I'm doing freelance financial research for three small firms.
Learning That Fits Your Journey
We've spent years figuring out what actually works when teaching fundamental analysis. Not everyone needs the same depth or the same pace—and honestly, your budget matters too. So we built three paths that make sense for different situations.
Why We Changed Our Pricing
Back in late 2024, we had just one program. Thing is, some folks wanted more hands-on support while others preferred to work independently. We kept getting requests for different levels of access.
So we sat down—properly sat down with coffee and spreadsheets—and rebuilt everything from scratch. Now you can choose what suits your schedule, learning style, and where you are right now financially.
And look, if you're not sure which fits? That's what our team is here for. Send us a message and we'll walk you through it without any sales pressure.
Three Options, One Goal
Each program covers the same core material—financial statements, valuation methods, industry analysis. What changes is how much support you get and how deep we go into advanced topics.
Foundation
Self-paced learning with core materials and community access
- 12 weeks of structured content
- Video lessons and worksheets
- Community forum access
- Monthly group Q&A sessions
- Financial statement templates
- Course completion certificate
Professional
Guided learning with direct instructor support and practical projects
- Everything in Foundation, plus:
- Weekly live workshops
- Direct instructor feedback
- 4 real company case studies
- Portfolio review sessions
- Advanced valuation models
- Industry analysis framework
Expert
Comprehensive mentorship with personalized guidance and career support
- Everything in Professional, plus:
- One-on-one mentorship sessions
- Personalized learning path
- 8 detailed company analyses
- Custom research projects
- Interview preparation support
- Ongoing career guidance
- Alumni network access
I started with Foundation in September 2024 because I wasn't sure if this was for me. Three months later, I upgraded to Professional. Best decision—the weekly workshops completely changed how I approach company research.
What You're Actually Getting
Beyond the lessons and materials, here's what matters most. These are the things our students mention when they write back months after finishing.
Practical Application
We don't just explain ratios—you'll analyze actual companies from the ASX. Real financial statements, real business models, real research reports you could show an employer. Because theory without application doesn't stick.
Ongoing Updates
Accounting standards change. New valuation approaches emerge. When we update our materials—and we do regularly—you get access. No extra fees, no upsells. You're in the community now.
Realistic Expectations
We won't promise you'll land a job at Macquarie next month. What we will do is give you genuine skills that take time to develop. Some students are ready for analyst roles within six months. Others take a year. Both paths are completely normal.
Flexible Timeline
Life happens. Work gets busy. Family needs you. That's why our programs don't expire. Start in July 2025, take a two-month break, come back in October—your access remains. Learn at your actual pace, not some arbitrary deadline.