Learning to evaluate investments isn't about following formulas. It's about understanding what makes businesses work, what drives value, and how to spot the difference between solid opportunities and risky bets. Our program walks you through the process step by step, using real cases and practical exercises that mirror what analysts actually do.
Learn More About the ProgramSix modules that build on each other. You'll start with foundations and gradually work toward complex analysis techniques. Each module includes exercises based on actual investment scenarios.
Balance sheets, income statements, and cash flow reports. You'll learn to read them like a conversation about a company's health rather than just numbers on paper.
Ratios are tools, not answers. We'll show you which ones matter for different situations and how to interpret them in context rather than in isolation.
DCF models, comparable analysis, and asset-based approaches. Each method has strengths and blind spots. You'll practice all three and learn when to use which.
Companies don't exist in vacuums. Their competitive position, industry dynamics, and market trends all affect value. This module connects the dots.
Every investment carries risk. Some are obvious, others hide in footnotes or business model weaknesses. You'll develop frameworks for identifying and evaluating different types of risk.
Moving from individual investments to portfolio decisions. Diversification, asset allocation, and how different investments interact within a broader strategy.
These four came from different backgrounds. What they had in common was curiosity about investment analysis and willingness to work through challenging material. Here's what happened after they completed the program.
Started as a software engineer who wanted to understand the business side better. Now analyzes tech companies for a mid-sized investment firm. Says the valuation module changed how he thinks about his former industry.
Technology Sector
Came from corporate finance wanting deeper analytical skills. The program helped him transition into deal evaluation work. He mentions the industry context module most often when we talk.
Private Equity
Real estate background but wanted to evaluate properties more systematically. Adapted the valuation frameworks to commercial real estate analysis. Now works for a real estate investment trust in Toronto.
Real Estate
Started as a bank teller with interest in markets. Used the program to build skills for advisory work. Says the risk assessment module helps him have better conversations with clients about their portfolios.
Wealth Management
The program runs for six months starting September 2025. Classes meet twice weekly in the evenings, which works for people with day jobs. But honestly, most of the learning happens when you're working through the exercises on your own.
Each week you'll analyze a real company or investment scenario. Some are straightforward, others are deliberately messy because that's closer to reality. You'll make mistakes, realize why certain approaches don't work, and gradually develop judgment alongside technical skills.