Financial Analysis Mastery Program

Build practical skills in financial modeling, data analysis, and strategic planning through our comprehensive 16-month program starting September 2025

Real-World Financial Skills

Our curriculum focuses on practical applications rather than theoretical concepts. Students work with actual financial data from Canadian companies, learning to build models that inform real business decisions.

  • Financial statement analysis using current market data
  • Excel and Python for financial modeling
  • Risk assessment and portfolio optimization
  • Corporate valuation techniques
  • Regulatory compliance in Canadian markets
  • Client presentation and communication skills
Students working on financial analysis projects

Learn from Industry Professionals

Each student works directly with experienced financial analysts who currently practice in Toronto, Vancouver, and Calgary. These aren't just instructors—they're active professionals who bring current market insights to every session.

Marcus Chen, Senior Financial Analyst

Marcus Chen

Corporate Finance

Fifteen years analyzing M&A deals for mid-cap companies. Marcus helps students understand how financial models translate into actual investment decisions.

David Rodriguez, Investment Portfolio Manager

David Rodriguez

Portfolio Management

Currently manages 0M in institutional assets. David teaches practical risk assessment and how to communicate complex analysis to non-technical clients.

Steven Park, Financial Technology Specialist

Steven Park

Financial Technology

Specializes in algorithmic trading systems and fintech implementations. Steven guides students through modern analytical tools and automation techniques.

Hands-On Project Experience

Students complete four major projects that mirror real consulting assignments. These aren't academic exercises—they're the same types of analysis that financial professionals deliver to clients every day.

  • Market Entry Analysis

    Evaluate expansion opportunities for a real Canadian retailer, including market sizing, competitive analysis, and financial projections.

  • Investment Due Diligence

    Conduct comprehensive financial review of acquisition targets, assessing risk factors and growth potential using industry-standard methodologies.

  • Portfolio Optimization

    Build diversified investment portfolios for different risk profiles, incorporating ESG factors and Canadian tax considerations.

  • Client Presentation Capstone

    Present comprehensive financial recommendations to a panel of industry professionals, defending analysis and responding to challenging questions.

Financial analysis workspace with charts and data

Our graduates typically complete projects 40% faster than industry benchmarks due to structured methodology training.

Program Details & Enrollment

The next cohort begins September 15, 2025, with classes held evenings and weekends to accommodate working professionals. Limited to 24 students to ensure personalized attention and meaningful mentor relationships.

Schedule & Duration

16 months total: Tuesday/Thursday evenings 6:30-9:00 PM, Saturday mornings 9:00 AM-12:00 PM. Includes two intensive weekend workshops and four one-on-one mentor sessions.

Prerequisites

Basic Excel proficiency and fundamental business math. No prior finance experience required, though comfort with quantitative analysis is helpful. We provide preparatory materials over the summer.

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