Building Financial Analysis Skills That Matter

A structured approach to understanding company comparisons and market analysis through practical learning

We started this program because too many people struggle with financial data. Not because the numbers are inherently difficult—but because traditional education often skips the practical application. Our sessions focus on real-world scenarios that mirror what you'd actually encounter when comparing businesses or analyzing market positions.

The autumn 2025 cohort begins September 8th. We're limiting enrollment to maintain quality interaction and personalized feedback throughout the program.

Students collaborating on financial analysis project

How We Actually Teach This Stuff

Most financial courses throw formulas at you. We do things differently—every concept gets introduced through a case study first. You see the problem, work through solutions in small groups, then learn the frameworks that professionals use.

Think of it like learning to cook. You don't memorize recipes before understanding why ingredients work together. Same principle here. Financial analysis makes sense when you see it solving real business questions.

Our Teaching Philosophy

We believe competence comes from repetition with variation. Each week introduces new companies, different industries, varied market conditions. By the end, pattern recognition becomes second nature.

  • Weekly case analysis sessions where you work directly with actual company financial statements and market data
  • Small cohort sizes that allow for genuine discussion and individual attention to your specific questions
  • Access to proprietary comparison tools developed from our own consulting practice over the past decade
  • Guest perspectives from financial analysts who share what their day-to-day work actually involves
  • Practice assignments built around current market conditions and recent business developments
Bjorn Lindstrom portrait

Before this program, I could read a balance sheet but couldn't actually compare two companies in any meaningful way. The breakthrough came in week five when we analyzed competing firms in the logistics sector. Suddenly everything clicked—ratios became tools instead of abstract numbers.

Bjorn Lindstrom

Completed Program March 2024

What The Twelve Weeks Cover

Each module builds on previous knowledge while introducing new analytical approaches. By design, early weeks feel more guided—later weeks give you more independence as your judgment develops.

1

Foundation Mechanics

Understanding financial statements beyond basic definitions. Learning to spot what matters and what's just noise.

  • Reading between the line items
  • Common reporting variations
  • Quality indicators in disclosures
2

Ratio Analysis In Context

Moving beyond memorizing formulas to understanding when each metric actually tells you something useful.

  • Industry-specific benchmarks
  • Trend analysis techniques
  • Peer comparison frameworks
3

Business Model Assessment

How different business structures create different financial patterns. Recognizing these patterns accelerates analysis.

  • Revenue model implications
  • Cost structure analysis
  • Competitive positioning signals
4

Market Position Evaluation

Connecting financial performance to competitive dynamics. Understanding why numbers look the way they do.

  • Market share interpretation
  • Growth sustainability factors
  • Strategic initiative assessment
5

Risk Identification

Developing awareness of what could go wrong. Financial red flags and warning signs in company comparisons.

  • Liquidity concerns
  • Operational vulnerabilities
  • Management credibility signals
6

Integrated Analysis

Bringing everything together through comprehensive company comparisons. Final project work begins here.

  • Multi-company case studies
  • Presentation development
  • Defending analytical conclusions

Who's Teaching

Both instructors bring backgrounds in corporate finance and consulting. They've spent years analyzing companies for investment decisions and strategic planning. Now they focus on teaching others how to develop similar analytical capabilities.

Gregor Meszaros

Gregor Meszaros

Lead Instructor

Spent fourteen years in equity research before transitioning to education. Specializes in industrial and manufacturing sector analysis. Developed the comparative framework methodology we use throughout the curriculum. Known for patience with questions and practical examples.

Siobhan Callahan

Siobhan Callahan

Associate Instructor

Background in technology sector analysis and financial modeling. Handles the technical tools training and data interpretation modules. Previously worked in venture capital evaluation. Brings current market perspectives and hands-on software experience to sessions.