Hands-On Financial Analysis Workshops
Master fundamental analysis through practical, interactive sessions where theory meets real-world application. Work with actual financial data and build skills that matter.
Reserve Your Workshop SpotUpcoming Workshop Sessions
Small group workshops designed for practical learning and direct instructor guidance
Financial Statement Deep Dive
Two intensive days working through real company financials. You'll analyze balance sheets, income statements, and cash flow documents from actual publicly traded companies.
- Weekend format: 9:00 AM - 4:00 PM both days
- Maximum 12 participants for personalized attention
- Includes printed analysis workbooks and templates
- Real company case studies from Canadian and US markets
Ratio Analysis Workshop
Learn to calculate and interpret key financial ratios that professional analysts use. Practice with current market data and compare companies within the same industry.
- Focus on liquidity, profitability, and efficiency ratios
- Industry comparison techniques
- Excel templates and calculation methods
- Group exercises with peer discussion
Valuation Methods in Practice
Apply different valuation approaches to real companies. Work through discounted cash flow models, comparable company analysis, and understand when to use each method.
- DCF model building from scratch
- Market multiple comparisons
- Understanding valuation limitations
- Take-home Excel models for future use
Industry Analysis Intensive
Examine how different industries require unique analysis approaches. Compare technology, manufacturing, and financial sector companies using sector-specific metrics.
- Sector-specific financial metrics
- Industry lifecycle considerations
- Competitive analysis frameworks
- Current market trend discussions
Risk Assessment Workshop
Identify and evaluate financial risks through hands-on analysis. Work with debt levels, cash flow volatility, and market position assessments using current company examples.
- Credit risk evaluation techniques
- Operating leverage analysis
- Market risk indicators
- Risk mitigation identification
Portfolio Construction Workshop
Bring together fundamental analysis skills to build a theoretical portfolio. Apply everything learned in previous sessions to create a diversified investment thesis.
- Diversification principles in practice
- Position sizing considerations
- Portfolio monitoring techniques
- Review and refinement processes
Learn from a Practicing Professional
Led by Rachel Brennan, CFARachel brings fifteen years of equity research experience to these workshops. After working as a senior analyst at two major Canadian investment firms, she knows which analysis techniques actually work in practice – and which ones just look good in textbooks.
These workshops focus on methods Rachel uses daily in her current role. You won't spend time on theoretical concepts that don't translate to real analysis work. Instead, you'll learn the shortcuts, warning signs, and practical techniques that experienced analysts rely on.
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