Financial Analysis Study Materials

Comprehensive resources designed to build solid foundations in profitability analysis, financial modeling, and business decision-making through hands-on learning.

Learning Pathways

Foundation Track

Start with essential financial concepts, ratio analysis, and basic modeling techniques. Perfect for those new to financial analysis or looking to strengthen core skills.

8-10 Months • Starting Fall 2025

Professional Track

Advanced financial modeling, scenario analysis, and strategic planning. Designed for professionals seeking to enhance their analytical capabilities.

6-8 Months • Starting September 2025

Specialized Track

Industry-specific analysis techniques, including retail, manufacturing, and service sector financial evaluation methods.

4-6 Months • Starting January 2026

Meet Your Instructors

Marcus Chen, Senior Financial Analyst

Marcus Chen

Senior Financial Analyst

With twelve years in corporate finance and strategic planning, Marcus brings practical experience from both Fortune 500 companies and mid-size businesses. He specializes in helping students understand how financial analysis translates into real business decisions.

Sarah Rodriguez, Financial Modeling Expert

Sarah Rodriguez

Financial Modeling Expert

Sarah has worked with over 200 Canadian businesses, helping them build better financial forecasting and analysis systems. Her teaching style focuses on practical application and real-world problem solving.

Students working on financial analysis projects in modern learning environment

Study Resources

Our comprehensive library includes interactive tools, case studies, and reference materials that support your learning journey at every stage.

Interactive Tools

  • Financial ratio calculators
  • Scenario modeling templates
  • Break-even analysis tools
  • Cash flow projectors

Case Studies

  • Canadian retail analysis
  • Manufacturing turnarounds
  • Service sector evaluations
  • Small business assessments

Reference Materials

  • Industry benchmark data
  • Financial statement guides
  • Regulatory compliance info
  • Market analysis frameworks

Practice Exercises

  • Weekly analysis challenges
  • Peer review assignments
  • Industry simulation projects
  • Portfolio building exercises

How to Get Started

Initial Consultation

We'll discuss your background, goals, and which learning track best fits your needs. This conversation helps us understand where you're starting from and what you want to achieve.

30-45 minutes • Available now

Skills Assessment

Complete a practical assessment that evaluates your current understanding of financial concepts. This isn't a test to pass or fail — it's designed to help us personalize your learning experience.

1-2 hours • Self-paced

Program Selection

Based on your consultation and assessment, we'll recommend the most suitable track and timeline. You'll have time to review materials and ask any questions before making your decision.

1 week consideration period

Learning Begins

Access your personalized learning portal, connect with instructors and fellow students, and start working through your first module. Support is available throughout your journey.

Programs begin August-October 2025

Ready to Begin Your Journey?

Our next enrollment period opens in spring 2025. Contact us to learn more about which program might be right for you and to reserve your consultation time.

Schedule Consultation