Financial Stability Learning Program

Build genuine capability in financial analysis through practical, experience-driven education

We started this program in 2023 after realising too many people were getting surface-level training that didn't prepare them for actual financial work. Our approach focuses on real scenarios, critical thinking, and the messy problems you'll actually face when analyzing financial stability.

Discuss Your Goals

How we built something different

Look, most financial education programs teach you formulas and ratios. That's fine. But when you're actually working with a business owner who's worried about cash flow, or reviewing a company's books that don't quite add up – that's when you need more than textbook knowledge.

We built this program around the questions nobody was answering in traditional courses. What do you do when the numbers tell conflicting stories? How do you communicate financial risk to someone who's never read a balance sheet? When should you dig deeper versus accept things at face value?

The program runs over eight months, starting in October 2025. That's deliberate. Financial analysis isn't something you learn in six weeks. You need time to work through different business scenarios, make mistakes in a safe environment, and develop the judgment that only comes from repeated practice.

Students working through financial analysis case studies in collaborative environment

What you'll actually learn

We've organised the content around what professionals actually need. Not what looks good in a course catalogue – what you'll use in real work.

Reading Financial Health

You'll work through actual company financials – some healthy, some struggling, some deliberately misleading. We teach you to spot patterns, question assumptions, and build a systematic approach to financial review.

Risk Assessment Methods

Financial risk isn't just about numbers. You'll learn to evaluate liquidity concerns, operational vulnerabilities, and market exposure. Then practice explaining these risks in plain language.

Industry Context Analysis

A ratio that's concerning in retail might be normal in construction. We cover how different industries operate financially, what benchmarks matter, and when standard analysis frameworks break down.

Cash Flow Reality

Profitable companies can still fail. You'll learn to analyze cash conversion cycles, working capital requirements, and the warning signs that appear months before actual problems surface.

Advisory Communication

Being right doesn't matter if nobody understands you. We spend significant time on how to present financial findings, structure recommendations, and guide decision-makers through complex choices.

Practical Tools Usage

You'll build actual models, dashboards, and reporting frameworks. Nothing fancy – just the tools that experienced analysts actually use daily to track and communicate financial stability.

What participants have experienced

These are from our 2024 cohort, which finished in June

Henrik Lundqvist professional headshot

Henrik Lundqvist

Banking Analyst, Perth

I'd been doing basic credit analysis for three years before this program. What changed wasn't my technical knowledge – it was learning to ask better questions. The case studies forced me to think about what I wasn't seeing in the numbers.

Nine months later, I'm reviewing loan applications differently. I catch things my colleagues miss, and I can explain my concerns clearly to both managers and clients.

Sienna Gallagher professional headshot

Sienna Gallagher

Business Consultant, Melbourne

The program didn't promise me a new career or guaranteed income. What it did was give me structured practice analyzing financial stability – something my undergraduate degree barely touched. The monthly reviews with actual practitioners were particularly valuable.

I now work with small businesses on financial planning. The communication skills and risk assessment frameworks I learned come up in almost every client conversation.

October 2025 intake is open for discussion

We're accepting expressions of interest for the next cohort. The program requires about 12 hours weekly – evenings and weekend sessions to accommodate working professionals. Final places will be confirmed by August 2025.

Express Interest Learn About Us

Real Business Cases

Work with anonymised financials from actual Australian businesses across retail, manufacturing, services, and construction sectors.

Practitioner Reviews

Monthly sessions with working financial analysts who review your work and share how they'd approach the same problems.

Iterative Learning

You'll revisit earlier cases with new knowledge, seeing how your analysis improves as your judgment develops.

Communication Practice

Regular exercises in presenting findings, writing reports, and explaining financial concepts to non-financial audiences.

Financial analyst reviewing business stability metrics and cash flow patterns
Program Structure

How the eight months work

We meet twice weekly – one session for new content, one for case work and discussion. You'll also have independent assignments reviewing financial statements and building analysis tools.

The structure is deliberate. Early months focus on building systematic approaches to financial review. Middle months add complexity – industries with unusual characteristics, companies in transition, situations where standard frameworks need adjustment.

Final months emphasise integration and communication. You'll work on complete stability assessments, present findings to the group, and practice the advisory conversations that happen in actual client work.

  • Cohort size limited to 18 participants for meaningful interaction
  • Sessions available both in-person (Sydney, Melbourne) and online
  • All recordings provided for those who need schedule flexibility
  • Access to past case library for additional practice
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