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+61 2 8279 3224 Investment Education Centre

Investment Education That Actually Works

Our business education programs focus on practical investment analysis skills that finance teams use every day. No theoretical fluff – just the real techniques that help Australian businesses make better financial decisions.

Professional business meeting discussing investment strategies and financial analysis
Modern office environment with finance professionals working on investment analysis projects

Flexible Learning That Fits Your Schedule

We get it – your finance team can't disappear for weeks of training. That's why we built our programs around how real businesses actually work. Some people learn best in intensive workshops, others prefer spreading it out over months.

Each program adapts to different learning styles. Visual learners get detailed charts and case studies. People who learn by doing get hands-on projects with real market data. Those who prefer structured learning get step-by-step modules they can complete at their own pace.

Your team members can switch between formats too. Maybe someone starts with self-paced modules but joins group sessions for the advanced topics. We've found this flexibility helps everyone actually finish the program instead of dropping out when work gets busy.

Weekend Intensives

Two-day workshops covering core investment analysis techniques with real case studies

Monthly Sessions

Spread learning over six months with regular check-ins and practical assignments

Self-Paced Modules

Complete online coursework on your timeline with mentor support when needed

Hybrid Approach

Mix online learning with in-person sessions for the best of both formats

What Your Team Will Actually Learn

Most finance training talks about theory for months before getting to practical skills. We start with what you'll use next week and build from there.

1

First Month

Master DCF models and learn to spot red flags in financial statements. Your team starts making more confident investment recommendations immediately.

2

Month Two

Advanced ratio analysis and industry comparison techniques. Teams often find opportunities they missed before or avoid risky investments.

3

Month Three

Portfolio optimization and risk assessment strategies. Finance teams feel more equipped to handle complex investment decisions with confidence.

Learn From People Who've Actually Done This

All our instructors have spent years in finance roles at Australian companies. They know what it's like when the CEO asks for an investment analysis by tomorrow morning, or when you need to explain complex financial concepts to non-finance executives.

Helena spent eight years as CFO at mid-sized manufacturing companies around Queensland. She's seen every type of investment decision go right and wrong. Callum worked in investment banking in Sydney for a decade before switching to corporate finance. He knows how to evaluate deals quickly without missing important details.

These aren't academics who've never worked in real finance departments. They understand the pressure your team faces and teach practical skills that actually work under those conditions.

Real-World Case Studies

Every example comes from actual Australian business situations, not textbook scenarios that don't match reality.

Practical Tools

Templates, spreadsheets, and frameworks your team can use immediately in their current roles.

Industry Context

Specific guidance for different sectors including manufacturing, retail, and professional services.

Ongoing Support

Six months of follow-up support when your team has questions about applying what they learned.

Helena Ashworth, lead investment analysis instructor
Helena Ashworth
Lead Instructor

Former CFO with 12+ years experience in corporate finance across manufacturing and retail sectors

Callum Morrison, senior investment strategy mentor
Callum Morrison
Senior Mentor

Investment banking background with expertise in valuation models and risk assessment strategies

Next Program Starts September 2025

We only run these programs twice a year to ensure each cohort gets proper attention from our instructors. The autumn program launches in September with both intensive and extended format options.

Applications Open: July 15, 2025
Early registration includes a complimentary assessment of your team's current investment analysis processes and customized learning recommendations. We limit each cohort to 24 participants to maintain quality.