Financial Analysis Mastery Program

Learn practical business analysis skills through real-world case studies and hands-on projects. Our comprehensive program combines theoretical foundations with actionable insights that you can apply immediately in your career.

Students collaborating on financial analysis projects in modern learning environment

Your Learning Journey

Our 18-month program is structured in phases, each building upon previous knowledge while introducing new practical skills. Classes begin in September 2025.

1

Foundation Phase (Months 1-6)

Build your analytical foundation with core financial concepts, data interpretation, and basic modeling techniques. You'll work with real company data from day one.

Financial Statements Reading and analyzing balance sheets, income statements, and cash flow reports
Ratio Analysis Understanding key performance indicators and what they reveal about business health
Data Tools Excel mastery and introduction to specialized analysis software
2

Application Phase (Months 7-12)

Apply your skills to complex business scenarios. Each month focuses on different industry challenges, from startups to established corporations.

Industry Studies Analyze businesses across different sectors and market conditions
Forecasting Models Build predictive models and scenario planning frameworks
Risk Assessment Identify and quantify business risks and opportunities
3

Mastery Phase (Months 13-18)

Complete an independent capstone project analyzing a business of your choice. Present findings to industry professionals and receive detailed feedback.

Capstone Project Independent analysis of a company or industry segment
Professional Presentation Present your findings to experienced analysts and business leaders
Portfolio Development Build a portfolio showcasing your analytical capabilities
Thaddeus Grimlock, Lead Financial Analysis Instructor

Thaddeus Grimlock

Lead Instructor

Former investment analyst with 12 years at Goldman Sachs. Thaddeus specializes in equity research and has published over 200 company analysis reports. He brings real market experience to every lesson.

Barnabas Wicksworth, Industry Analysis Specialist

Barnabas Wicksworth

Industry Analysis Specialist • Former McKinsey consultant focusing on operational efficiency and strategic planning

Learn From Industry Veterans

Our instructors aren't just teachers – they're practicing professionals who've analyzed hundreds of businesses and guided major investment decisions. They share real experiences, not just textbook theories.

A

Active Practice

All instructors maintain active consulting or analysis roles, bringing current market insights to class

R

Real Cases

Study actual companies and decisions, not hypothetical scenarios from outdated textbooks

M

Mentorship

Individual guidance on your projects and career development throughout the program

N

Networks

Connect with alumni working at major financial institutions and consulting firms

Applications Open March 2025

We accept 35 students per cohort to maintain personalized attention and meaningful interaction. Early application is recommended as spaces fill quickly.

18

Month Duration

Comprehensive program with evening classes to accommodate working professionals

35

Maximum Class Size

Small cohorts ensure individual attention and meaningful peer collaboration

Sep

2025 Start Date

Classes begin September 15th with orientation week and foundational workshops

Professional analyzing business documents and charts on computer screen

Ready to Start?

Applications require a brief essay about your career goals and a short interview with our admissions team.

Learn About Applications