Investment Analysis Fundamentals Program
Learn how to read financial statements, spot meaningful patterns in market data, and make informed decisions. This isn't about hot tips or shortcuts—it's about building skills that matter over the long haul.
View Course SchedulePractical Skills for Real-World Analysis
Our curriculum covers what actually matters when you're trying to understand a company or market. We skip the fluff and focus on tools you'll use regularly—whether you're managing your own portfolio or thinking about a career change.
- Reading and interpreting balance sheets, income statements, and cash flow reports
- Understanding valuation methods—from price-to-earnings to discounted cash flow
- Spotting red flags and quality indicators in financial data
- Analyzing industry trends and competitive positioning
- Building simple financial models using spreadsheets
- Risk assessment frameworks you can apply right away
How the Program Works
We've designed this to fit around your schedule. Most students complete the program in nine to twelve months, spending roughly six hours per week on coursework and practice exercises.
Foundation Phase
Start with accounting basics and financial statement structure. You'll learn how companies report their numbers and what those numbers actually tell you. We cover assets, liabilities, revenue recognition—the stuff that might sound dry but becomes fascinating when you realize how much it reveals.
Analysis Techniques
Move into ratio analysis, industry comparisons, and valuation approaches. This is where things get interesting—you'll start seeing patterns and asking better questions about what makes one company stronger than another.
Applied Practice
Work through real company case studies and build your own analysis models. You'll present findings to your study group and get feedback. By this point, reading an annual report won't feel like deciphering ancient texts anymore.
Portfolio Project
Complete an independent research project analyzing a company or sector of your choice. This becomes part of your portfolio—something you can actually show to demonstrate what you've learned and how you think about investment decisions.
Meet Your Instructors
Henrik Lindqvist
Lead Instructor, Financial Analysis
Henrik spent fifteen years as an equity analyst before switching to teaching. He worked at two mid-sized investment firms in Toronto and still consults occasionally. He's good at explaining complex concepts without making you feel lost.
Devika Chowdhury
Instructor, Portfolio Management
Devika runs the applied portion of our program. She's been managing portfolios for family offices and high-net-worth clients since 2008. Her teaching style is direct—she'll tell you when your analysis needs work and why.
Learning Together Makes a Difference
You'll be placed in a small cohort—usually eight to twelve people—who progress through the material together. Most of our students say the peer discussions end up being just as valuable as the formal instruction.
Your cohort meets twice per week via video call to work through problems, debate investment theses, and share what's working (or not working) in your practice exercises. It's informal but focused.
Real Data Practice
Peer Collaboration
Practical Feedback
Portfolio Building