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Financial Analysis Excellence

Specialized Education for Investment Professionals

Study Materials That Match How You Actually Learn

We built these resources after watching hundreds of analysts struggle with the same gaps in their training.

Financial analysis isn't about memorizing formulas. It's about understanding how capital moves and why investors make specific decisions. Our materials reflect ten years of trial and error—figuring out what actually helps people become competent analysts versus what just fills time.

Content Built From Real Case Work

Most training programs recycle outdated examples from textbooks. We pulled ours from actual client engagements—the messy situations where theory meets reality and you need to make judgment calls.

Each module walks through decisions we've made or witnessed in emerging markets. Argentina's economic volatility taught us more about risk assessment than any academic framework could.

Financial Statement Analysis Tear apart balance sheets and income statements using patterns we've seen across 200+ companies. Learn what auditors actually look for versus what they say they look for.
Valuation Modeling Build DCF models that hold up under scrutiny. We show you where assumptions typically break down and how to defend your methodology when someone challenges your numbers.
Market Context Reading Understand how macroeconomic shifts affect sector performance. This matters more in volatile markets, but the principles apply everywhere once you see the connections.
Financial analyst reviewing detailed market data and investment reports

Three Tracks, Different Starting Points

People come to us from different backgrounds. Some have finance degrees but no practical experience. Others worked in adjacent fields and need structured knowledge. We designed three paths that acknowledge where you're starting from.

Foundation Track

You're new to financial analysis or switching from another field. This path covers core concepts without assuming prior knowledge—accounting fundamentals, reading financial statements, basic valuation approaches.

  • September 2025 cohort opens
  • 14 weeks, self-paced structure
  • Weekly review sessions available
  • Portfolio project requirement

Professional Track

You know the basics but want depth in specific areas. This focuses on advanced modeling, sector-specific analysis techniques, and dealing with incomplete or questionable data—common in emerging markets.

  • October 2025 enrollment period
  • 10 weeks, case-study intensive
  • Industry mentor pairing
  • Live analysis workshops

Specialist Track

For experienced analysts targeting specific competencies—distressed asset valuation, cross-border transactions, regulatory arbitrage scenarios. You pick modules based on what you need to strengthen.

  • Rolling enrollment starting November 2025
  • Modular, 4-8 weeks per topic
  • Direct access to practitioners
  • Custom project options
Investment professional conducting detailed financial research and analysis

Learn From People Who Actually Do This Work

Our instructors aren't career educators. They're working analysts, portfolio managers, and financial advisors who agreed to document what they've learned through experience.

Felix spent seven years restructuring distressed companies across Latin America. Marta built valuation models for pension funds making infrastructure investments. Danilo worked through three currency crises while managing equity portfolios. They'll show you what worked, what didn't, and why certain textbook approaches fall apart in practice.

Felix Montero, restructuring specialist and financial instructor

Felix Montero

Corporate Restructuring Specialist

Worked through 23 company turnarounds. Teaches practical approaches to analyzing distressed situations and identifying salvageable assets when conventional metrics break down.

Marta Villegas, infrastructure valuation expert and course instructor

Marta Villegas

Infrastructure Investment Analyst

Built valuation frameworks for long-term projects with uncertain cash flows. Focuses on teaching risk-adjusted return modeling and dealing with political risk in emerging economies.

Danilo Ruiz, portfolio manager and investment strategy instructor

Danilo Ruiz

Equity Portfolio Manager

Managed portfolios through multiple market cycles. Specializes in teaching position sizing, portfolio construction under constraints, and maintaining discipline during volatility.

How Enrollment Actually Works

We run cohorts three times per year. Each has limited spots because our instructors review individual work and provide specific feedback. Here's the realistic timeline if you're considering joining.

1

Review Available Materials

Before You Apply

Look through sample modules and case studies on the learning program page. Make sure the teaching style and content depth match what you're looking for. We're pretty direct about prerequisites—if you don't meet them, you'll struggle.

2

Submit Your Application

July 2025 for September Start

Tell us about your background and what you're trying to accomplish. We're looking for people who'll actually use this knowledge, not just collectors of certificates. Include a brief writing sample showing how you think through analytical problems.

3

Initial Assessment Call

Within 2 Weeks of Application

A 30-minute conversation with one of our instructors. They'll ask about your current skill level and career goals to determine if we're a good fit. Not everyone gets accepted—we turn away people who'd be better served by different programs.

4

Program Begins

September 2025 Cohort Launch

First module releases with access to all core materials. Expect to spend 8-12 hours per week on coursework, case studies, and practical exercises. Live sessions happen weekly but recordings are available if your schedule doesn't align.