Statement Scanning
Read through balance sheets and income statements quickly, identifying key metrics and potential concerns within minutes rather than hours.
Financial Data Interpretation Training
Learn to read financial statements the way experienced analysts do. We focus on practical pattern recognition and data analysis techniques used across Canadian financial institutions. This isn't theory – it's about building skills that matter.
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Our Approach
Pattern-Based Learning That Sticks
Most financial education throws formulas at you. We start with real documents instead. Our instructors walked through actual quarterly reports before teaching, noting what confused them and where the important details hide.
You'll work with anonymized statements from various industries. Each session builds on recognizing patterns – what healthy cash flow looks like, how debt structures differ between sectors, where inconsistencies pop up. By month three, students typically spot issues faster than they read explanations.
Case Study Focus
Real financial documents with context removed. Figure out what happened, then compare your analysis with seasoned professionals.
Error Recognition
We include flawed statements deliberately. Learning what's wrong sharpens your eye for what's right.
Choose Your Learning Path
Different schedules and approaches for different needs. All paths cover the same core material with varying time commitments and interaction styles.
Weekend Intensive
Ten Saturdays starting September 2025. Each session runs four hours with analysis assignments between meetings. Good for working professionals who want structured progression.
Self-Paced Online
Access recorded sessions and document libraries anytime. Monthly review calls with instructors keep you on track. Takes most people four to six months to complete.
Evening Cohort
Tuesdays and Thursdays, 7-9 PM, starting October 2025. Twelve weeks total. Live virtual sessions with breakout analysis groups. Next cohort begins early 2026.
Skills You'll Actually Use
We track student progress through practical checkpoints. These represent what you'll be comfortable doing by program completion – not guarantees about career outcomes, just skill benchmarks.
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Ratio Application
Calculate and interpret financial ratios in context. Understanding when standard ratios apply and when industry-specific metrics matter more.
3
Trend Analysis
Compare quarterly and annual reports to spot meaningful changes. Distinguishing seasonal variations from genuine business shifts.
4
Clear Communication
Present findings to non-financial audiences without jargon. Write summaries that colleagues actually read and understand.
Who Teaches This Program
Current and former financial professionals who wanted teaching to feel less academic. They've all spent years interpreting data for actual business decisions.
Callum Theriault
Corporate Analysis
Henrik Dalgaard
Risk Assessment
Branimir Kovačević
Portfolio Review
Siobhan MacLeod
Sector Comparison