Financial Analysis Training Workshops
Build practical skills through hands-on workshops designed for different experience levels. From basic financial modeling to advanced analytical techniques, our training programs provide structured learning paths for finance professionals.
Foundation Track
Perfect for newcomers to financial analysis. Learn Excel fundamentals, basic ratio analysis, and introductory modeling techniques.
Professional Track
For analysts with 2-5 years experience. Advanced Excel, financial statement analysis, and industry-specific modeling approaches.
Specialist Track
Senior-level workshops focusing on complex valuation models, risk assessment, and strategic financial analysis methodologies.
Workshop Learning Progression
Our workshops follow a carefully designed progression that builds skills systematically. Each level prepares you for more advanced concepts while reinforcing practical applications you'll use daily.
Excel for Financial Analysis
Master essential Excel functions, pivot tables, and data visualization techniques. Learn to create basic financial models and perform ratio analysis using spreadsheet tools.
Financial Statement Deep Dive
Analyze income statements, balance sheets, and cash flow statements. Learn to spot red flags, calculate key metrics, and prepare comprehensive financial reports.
Valuation & Risk Modeling
Build sophisticated DCF models, perform sensitivity analysis, and assess investment risks. Practice with real case studies from various industries.
Industry-Specific Analysis
Specialized workshops for different sectors including real estate, technology, healthcare, and manufacturing. Learn industry-specific metrics and evaluation criteria.
Small Group Sessions Starting This Fall
We keep our workshops small - maximum 12 participants per session. This allows for personalized attention and plenty of opportunity to ask questions and work through challenges with your instructor.
- Hands-on practice with real financial data
- Take-home templates and resources
- Q&A sessions with industry practitioners
- Flexible scheduling for working professionals
- Both in-person and virtual attendance options
Marcus Chen
Senior Financial Analyst
12 years experience
David Rodriguez
Investment Advisor
8 years experience
Our instructors bring real-world experience from banking, investment firms, and corporate finance. They understand the challenges you face because they've been there themselves.
Meet Our Team