Learning That Actually Sticks
We don't follow trends or buzzwords. Our approach comes from fifteen years of watching people struggle with financial data—and figuring out what genuinely helps them understand it.
Explore Programs
Built Around Real Obstacles
Most financial training treats everyone the same. But we noticed something years ago—people get stuck in different places. Some grasp patterns immediately but freeze when spreadsheets appear. Others love the technical side but struggle to explain what they're seeing to stakeholders.
So we stopped teaching to a formula. Every session starts with figuring out where someone actually needs help, not where a curriculum says they should be. Sometimes that means spending an hour on one concept. Other times it means skipping ahead because someone's already worked that part out on their own.
This isn't faster. It's just more effective. People learn when the teaching connects to problems they're genuinely trying to solve—not abstract examples from textbooks.
How We Actually Teach
These aren't teaching philosophies copied from education blogs. They're practices we refined through thousands of hours watching what works when concepts finally click for someone.
Diagnostics Before Content
We spend the first session figuring out exactly where understanding breaks down. No point teaching ratio analysis if someone's still unsure how to read a balance sheet properly.
Real Data From Day One
Sanitized textbook examples hide all the messy parts. We use actual company reports with all their inconsistencies and footnotes—because that's what you'll face outside the classroom.
Small Cohorts Only
Maximum eight people per instructor. Not because it sounds premium, but because we can't provide meaningful feedback to more than that without sessions becoming lectures.
Ongoing Review Access
Email us six months after finishing. Send the analysis you're stuck on. We'll look at it. Learning doesn't stop when the program ends—questions come up when you're applying concepts to your actual work.
Progress Through Production
You'll complete five full analyses during the program. Not practice exercises—actual reports you could show an employer. Because understanding proves itself through output, not multiple-choice tests.
Peer Review Sessions
Twice per program, you'll critique another student's work and defend your own. Not to create competition—to develop the critical eye you need when reviewing your own analysis later.
Who You'll Learn From
We don't hire based on credentials alone. Everyone teaching here has spent years doing the work we're teaching—and has the patience to explain it properly.
Rhiannon Pascoe
Lead Instructor, Financial Modeling
Spent eleven years building models for mining companies before realizing she preferred teaching people how to spot flawed assumptions. Former participants say she has an unsettling ability to identify exactly which concept they're misunderstanding.
Katrina Lau
Senior Instructor, Data Analysis
Built her career auditing financial statements that later turned out to be fraudulent—which taught her to question everything. Now teaches the skeptical reading skills that textbooks never mention but every analyst needs.
What Sessions Look Like
We combine structured content with flexibility. Each program runs for twelve weeks, but how we spend that time depends on what the cohort actually needs.
Session Length
3 Hours Weekly
Two hours of instruction plus one hour for questions and working through actual problems together.
Between Sessions
4-6 Hours Work
Completing analyses, reviewing feedback, and preparing questions. This isn't busywork—it's where concepts solidify.
Next Cohort Starts
September 2025
Programs run three times annually. Autumn intake opens for registration in June with limited spots.
Location Options
Five Dock or Online
In-person sessions at our NSW office or live online instruction. Both formats include same curriculum and instructor access.