salorinthiq
PO Box 302 Parramatta NSW 2124, Australia
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Before You Start Your Financial Analysis Journey

Preparing for success in financial analysis requires more than enthusiasm. Here's what you need to know before diving into our comprehensive learning programs starting in autumn 2025.

Financial documents and charts preparation workspace

Essential Prerequisites

Starting your financial analysis education journey isn't something you can rush into. After working with hundreds of students over the years, we've seen what separates those who thrive from those who struggle.

Most people think it's just about having good math skills — and while that helps, it's actually much more about having the right mindset and basic foundation knowledge.

Mathematical Foundation

You don't need to be a mathematician, but comfort with basic algebra, percentages, and data interpretation is crucial. If you find yourself struggling with compound interest calculations or simple ratios, spend time brushing up first.

Excel Proficiency

Nearly everything we do involves spreadsheets. You should be comfortable with formulas, pivot tables, and basic data manipulation. If "VLOOKUP" sounds foreign, consider taking a basic Excel course first.

Business Awareness

Reading financial news regularly and understanding basic business concepts like revenue, profit margins, and market competition will give you a huge head start in our programs.

Time Commitment Reality

Our programs demand 15-20 hours per week of focused study. That's not just attending sessions — it's homework, practice problems, and staying current with market developments.

What You Should Know About Financial Markets

Before stepping into formal financial analysis training, having a basic understanding of how markets work will make everything click much faster. You don't need expert-level knowledge, but these fundamentals will help you grasp advanced concepts more easily.

Think of this as learning the language before visiting a foreign country — you can survive without it, but you'll get so much more out of the experience if you arrive prepared.

  • Understand the difference between stocks, bonds, and other securities — and why companies issue them
  • Know what drives stock prices beyond just "supply and demand" — earnings, growth expectations, industry trends
  • Grasp basic economic indicators like GDP, inflation, and interest rates and how they affect business
  • Recognize the major stock exchanges and trading hours — ASX, NYSE, NASDAQ and their significance
  • Understand the role of financial statements in investment decisions — balance sheet, income statement, cash flow
  • Know what analysts actually do day-to-day and the types of recommendations they make
Financial analysis charts and market data visualization

Learning from Industry Veterans

Our instructors aren't just teachers — they're practicing professionals who've navigated market crashes, bull runs, and everything in between. They bring real-world experience that textbooks simply can't provide.

Senior financial analyst portrait

Henrik Magnusson

Senior Portfolio Analyst

Twenty-two years analyzing Australian equities markets. Henrik has weathered the dot-com crash, GFC, and countless market corrections while managing institutional portfolios.

Investment research director portrait

Dmitri Volkov

Research Director

Former investment banker turned educator. Dmitri specializes in valuation models and has evaluated over $2 billion in merger and acquisition transactions across Asia-Pacific.

Financial markets specialist portrait

Seamus O'Connor

Risk Management Specialist

Seamus brings fifteen years of derivatives and risk assessment experience from major Australian financial institutions, focusing on practical risk measurement techniques.

Personalized Learning Support

Every student learns differently, and financial analysis can be challenging for even the brightest minds. That's why we provide individual mentoring sessions and small group workshops to ensure no one falls behind.

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Are You Ready to Begin?

Honestly evaluating your readiness now can save months of frustration later. We've designed our programs for motivated learners who understand the commitment required to succeed in financial analysis.

Career Clarity

You have specific goals for using financial analysis skills — whether moving into investment research, corporate finance, or portfolio management.

Study Schedule

You can consistently dedicate focused time each week without major life changes disrupting your learning routine.

Financial Commitment

Professional education is an investment. You've considered the costs and have realistic expectations about career outcomes.

Learning Approach

You're comfortable learning through case studies, group discussions, and hands-on analysis rather than just memorizing formulas.

Next Steps

If these factors align with your current situation, you're probably ready for our comprehensive programs starting in late 2025. Our enrollment advisors can help you choose the right track based on your background and career goals.

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Program Success Factors
18
Average weekly study hours for successful program completion
85%
Students who complete prerequisites perform significantly better