selorzenogerio

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Financial Analysis Mastery Program

Develop advanced analytical skills through hands-on practice with real market data and expert mentorship

Start Your Journey

Built for Real-World Success

Our program emerged from conversations with investment professionals who kept asking the same question: "Where can we find analysts who actually know how to work with messy, real-world data?"

That's exactly what we focus on. You'll spend time with actual market reports, incomplete datasets, and the kind of ambiguous situations that show up in professional environments every day.

By the time you complete our program, you'll have built a portfolio of analysis work that demonstrates practical competency to potential employers across Canada's financial sector.

Financial analysis workspace showing market data and research tools

Choose Your Learning Path

Evening Cohorts

Perfect for working professionals. Three evenings per week from 7-9 PM EST, running September through December 2025.

Interactive sessions with live market analysis and group problem-solving exercises.

Access to recorded sessions for review and catch-up if you miss a class.

Weekend Intensives

Comprehensive weekend workshops covering major topics in depth.

Saturday sessions from 9 AM - 4 PM, once monthly starting October 2025.

Includes take-home projects and peer collaboration between sessions.

Self-Paced Track

Work through materials at your own speed with mentor check-ins every two weeks.

Full access to our case study library and analysis tools platform.

Flexible timeline allows completion anywhere from 4-12 months.

Corporate Programs

Customized training for teams of 5+ professionals within the same organization.

Tailored to your industry focus and existing skill levels.

On-site delivery available throughout Ontario and Quebec.

Marcus Chen, Senior Financial Analyst and Program Instructor

Learn from Active Practitioners

Our instructors aren't just academics - they're working professionals who deal with the same challenges you'll face in your career.

Marcus spent eight years at a Toronto-based investment firm before joining our team. Diana currently manages portfolio analysis for a pension fund while teaching our advanced modeling workshops.

This means you get current industry perspectives, not outdated textbook theories.

Diana Rodriguez, Portfolio Analysis Expert and Workshop Leader
Marcus Chen, CFA Diana Rodriguez, FRM

Program Timeline

Foundations (Weeks 1-4)

Financial statement analysis, ratio calculations, and industry benchmarking. You'll work with real company data from the TSX and NYSE.

Valuation Methods (Weeks 5-8)

DCF modeling, comparable company analysis, and precedent transactions. Build models that investment professionals actually use.

Advanced Topics (Weeks 9-12)

Risk assessment, sensitivity analysis, and scenario planning. Learn to communicate uncertainty and probability in your recommendations.

Capstone Project (Weeks 13-16)

Complete a comprehensive analysis of a publicly traded company, including investment recommendation and presentation to industry professionals.

Next Cohort Begins Fall 2025

Applications open in June 2025. We accept 24 students per cohort to ensure personalized attention and meaningful peer interaction.

Get Program Details View Curriculum