Financial Modelling Mastery Program
We've worked with over 300 finance professionals since 2019, and one thing stands out. Most people struggle not because they lack intelligence, but because financial modelling courses teach formulas without context. Our approach is different.
Find Your Starting Point
Not everyone needs the same thing. Some folks are comfortable with Excel but lost when building DCF models. Others can read balance sheets but freeze when asked to forecast cash flow. Let's work out where you fit.
Just Starting Out?
- You work in finance but avoid Excel-heavy tasks
- Reading financial statements feels overwhelming
- You want to understand corporate finance basics
- Career growth requires modelling skills
- → Foundation Track suits you best
Reasonably Confident?
- You understand financial statements fairly well
- Excel doesn't scare you anymore
- Building models from scratch feels tricky
- You need to impress in job interviews
- → Professional Track is your match
Ready to Specialise?
- You've built models before successfully
- Seeking industry-specific expertise
- Moving into investment banking or PE
- Need advanced valuation techniques
- → Advanced Track fits perfectly
What Makes This Program Actually Work
We've been teaching financial modelling in Melbourne since 2019. And honestly, we've made plenty of mistakes along the way. But those mistakes taught us what actually helps people learn complex finance concepts.
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Real Company Models
No fake companies or simplified examples. You'll work with actual ASX-listed firms, downloading real annual reports, and building models that mirror what analysts create daily. It's messier than textbook examples, which is the point.
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Small Group Sessions
Maximum eight participants per cohort. Larger classes sound impressive but you end up watching someone else's screen for two hours. We keep groups tight so everyone gets hands-on practice and direct feedback.
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Industry Practitioner Teaching
Our lead instructor spent eleven years in investment banking before shifting to education. He's built models for billion-dollar deals and knows which shortcuts professionals actually use versus what textbooks recommend.
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Flexible Learning Format
Classes run twice weekly over twelve weeks. Can't make a session? All workshops are recorded and available within 24 hours. Life happens, especially in 2025, so we've designed around that reality.
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Post-Program Support
Three months of email support after completion. Questions come up when you're applying skills at work, not just during class. We stick around when you actually need help.
What Past Participants Say
We ask everyone for honest feedback after completing the program. Some of it's critical, which helps us improve. Here's what stood out from our February 2025 cohort.
Coming from accounting, I thought I'd find the valuation modules complicated. But the instructors break down concepts into manageable pieces. I'm now building three-statement models for my manager without second-guessing every formula.
The small class size made such a difference. I could ask stupid questions without feeling embarrassed. The instructor noticed when I was struggling with WACC calculations and spent extra time walking me through it during the break.
Best investment in my career development. I interviewed for three banking roles after finishing the program, and having that modelling confidence made such a difference. Not saying the course got me the job, but it definitely helped me not freeze during technical questions.
I appreciated that the instructor admitted when something was beyond the scope or when there wasn't a clear answer. Finance education often feels too polished. This felt real, which built my confidence more than perfect theoretical explanations would have.
Program Investment Options
Pricing reflects the small group format and practitioner-led teaching. We run three cohorts annually. Next intake begins September 2025.
Foundation Track
- Financial statement fundamentals
- Excel for finance professionals
- Introduction to valuation concepts
- Building your first three-statement model
- Small group workshops (max 8 people)
- Recorded sessions for review
- Three months post-program email support
Professional Track
- DCF modelling with real companies
- Comparable company analysis
- LBO model construction
- Merger models and accretion analysis
- Advanced Excel techniques
- Interview preparation sessions
- Small group format with direct feedback
- Six months post-program support
Advanced Track
- Industry-specific modelling approaches
- Complex capital structures
- Scenario and sensitivity analysis
- Real estate and infrastructure models
- Monte Carlo simulation basics
- Portfolio modelling techniques
- One-on-one coaching sessions included
- Twelve months ongoing support access
Ready to Start Building Models?
September 2025 cohort opens for enrolment in June. Spaces are limited to eight participants per track. Get in touch if you have questions about which track suits your current skill level or if you'd like to discuss payment plans.
Get Program Details