Numbers tell stories. You just need to know what you're looking at. We teach working professionals how to spot patterns in balance sheets and cash flow statements — the kind that actually matter when you're making decisions.
Explore Spring 2026 Programs
We built this program after seeing too many people freeze when presented with financial statements. The data isn't the problem — it's knowing where to look first.
A gross margin percentage means nothing without industry benchmarks. We teach you to ask "compared to what?" before you dig into the formulas.
Every exercise uses actual company filings — not sanitized textbook examples. You'll work with the same messy footnotes and confusing line items you'll encounter in your job.
After analyzing 40-50 statements, you start seeing the red flags automatically. That's the skill we're building — fast, accurate intuition backed by solid fundamentals.
Week one is just income statements. You'll analyze 15 of them from different industries until you can spot unusual expense patterns in under three minutes.
Now you're connecting dots. How does that inventory number relate to cost of goods sold? Why did accounts receivable jump while revenue stayed flat?
This is where most people's understanding clicks into place. You'll see why profitable companies run out of money and how cash flow statements reveal what the other two hide.
We show you which footnotes matter most and what language indicates potential problems. You're not reading every word — you're scanning for specific signals.
By month three, you'll have a mental database of normal ranges for different business models. That's when analysis gets fast.
Our instructors spent years in roles where reading financials incorrectly had real consequences. Petra worked in credit analysis at a regional bank. Olivia managed investor relations for a manufacturing company. They know what matters because they've made the calls.
Credit & Risk Analysis
Investor Relations
This isn't theory and it's not certification prep. It's practical skill development for people who need to understand financial documents as part of their regular work.
Twice a week, we work through current company filings together. You'll see how experienced analysts approach a document they've never seen before.
You get three financial statements to analyze on your own. Not homework — deliberate practice with specific things to look for.
Access to our collection of financial metrics organized by business type. This is what makes quick assessment possible.
Bring your actual work questions. If you're looking at a supplier's financials or evaluating an investment opportunity, we'll walk through it.
Our twelve-week intensive runs twice yearly. September cohort registration opens in June. If you're tired of feeling lost when financial documents hit your desk, this might be worth your time.
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