Financial Reporting Skills for Real-World Investors
Most people think they understand financial reports until they need to make actual investment decisions. That's when everything gets complicated. Numbers start blurring together, and suddenly you're second-guessing everything.
Our program doesn't promise overnight expertise. What we offer is structured learning that builds from foundational concepts to advanced analysis techniques. The kind of skills that help you read between the lines of balance sheets and income statements.
Starting September 2025, you'll work through real company reports and case studies. Not theoretical exercises, but actual scenarios pulled from Australian and international markets.
What You'll Actually Learn
Six modules spread across eight months. Each one builds on the previous, and each one matters when you're evaluating investment opportunities.
Reading Financial Statements
Balance sheets, income statements, cash flow reports. You'll learn what each line item actually means and why some numbers matter more than others in different situations.
Ratio Analysis Techniques
Liquidity ratios, profitability metrics, leverage indicators. But more importantly, when each one is useful and when they can mislead you.
Cash Flow Assessment
Companies can report profits while running out of cash. This module shows you how to spot that disconnect before it becomes a problem.
Industry Comparisons
What's normal for a retail business isn't normal for a tech startup. You'll learn sector-specific benchmarks and how to adjust your analysis accordingly.
Red Flags and Warning Signs
Aggressive accounting practices, questionable write-offs, unusual transactions. The stuff that often gets buried in footnotes.
Building Investment Reports
Taking everything you've learned and creating clear, actionable analysis. The kind of documentation that helps you make confident decisions.
Program Structure
We keep cohorts small because quality discussion matters. When someone shares a perspective on a tricky accounting treatment, everyone benefits.
Classes happen twice weekly in the evenings. We know people have jobs and commitments. The recording is always available if you miss a session, though the live discussions are usually worth attending.
Who's Teaching This Program
Roderick Vance
Lead InstructorSpent 14 years analyzing financial statements for institutional investors. Roderick has reviewed thousands of annual reports and knows where companies hide problems. His approach focuses on practical pattern recognition rather than memorizing formulas.
Mirabel Frost
Analysis SpecialistFormer equity analyst who covered Australian small-cap companies for eight years. Mirabel teaches the module on industry-specific analysis and brings real examples from sectors most people find confusing.
Desmond Thorpe
Accounting Standards ExpertWorked in financial reporting compliance for 11 years before switching to education. Desmond handles the technical accounting standards material and makes AASB regulations actually understandable.
Winslow Crane
Case Study CoordinatorInvestment advisor with 16 years of experience using financial analysis in portfolio decisions. Winslow designs the case studies and leads the practical application sessions where theory meets reality.
Applications Open June 2025
We review applications on a rolling basis once they open. Places are limited to maintain quality discussion and personalized feedback. If you're interested in developing real financial analysis skills, get in touch with us early.
Express Your Interest