Our Story Began with Questions

In 2019, we started asking why financial analysis felt so disconnected from real business understanding. That curiosity led us to build something different.

From Confusion to Clarity

Most people learn financial analysis backwards. They memorize ratios without understanding what drives business performance. We experienced this frustration firsthand when traditional training left us with formulas but no real insight.

So we rebuilt the entire approach. Instead of starting with numbers, we begin with business reality. How do companies actually create value? What makes one investment opportunity stronger than another? These became our guiding questions.

Today, our approach connects financial metrics to real business operations. Students don't just calculate — they understand what those calculations reveal about company performance and market opportunities.

Financial analysis workspace showing charts and business documents

What Drives Us Forward

Three core principles shape everything we do

Business-First Analysis

We start with understanding how companies operate, then show how financial metrics reflect that reality. This approach builds genuine analytical skills rather than mechanical calculation abilities.

Students learn to read between the lines of financial statements because they understand the business story those numbers tell.

Professional analyzing business performance metrics

Practical Application Focus

Every concept we teach connects directly to real investment decisions. Theory without application doesn't stick, and it certainly doesn't help people make better financial choices.

Our curriculum uses actual company case studies and current market examples. Students practice with the same information professional analysts use every day.

Hands-on financial analysis training session

How We Build Understanding

Our teaching method breaks complex financial analysis into digestible, interconnected concepts that build upon each other naturally.

1

Business Model Mastery

Before diving into financials, we explore how companies create value. Understanding business models provides context for everything that follows in financial analysis.

2

Financial Statement Integration

We teach the connections between income statements, balance sheets, and cash flow statements. Students see how business decisions flow through all three documents.

3

Industry Context Analysis

Numbers mean nothing without context. We examine how different industries operate and what metrics matter most for each sector's unique characteristics.

4

Quality Assessment Skills

Students learn to evaluate earnings quality, identify accounting red flags, and distinguish between temporary fluctuations and fundamental business changes.

5

Valuation Methodology

We cover multiple valuation approaches and when to use each one. Students understand why different methods work better for different types of companies and situations.

6

Decision Framework

The final step combines all previous elements into a structured approach for making investment decisions based on fundamental analysis principles.

Meet Our Lead Instructor

Our teaching approach reflects years of practical experience in financial analysis and a genuine passion for helping others develop these essential skills.

Professional headshot of lead financial analysis instructor

Bjorn Ellingsen

Senior Financial Analyst & Lead Instructor

With over twelve years analyzing companies across technology, healthcare, and industrial sectors, Bjorn brings real-world perspective to every lesson. He believes financial analysis becomes powerful when students understand the business stories behind the numbers.

What We Stand For

T

Transparency

We share exactly how our methods work and why. No black box approaches or proprietary secrets — just clear explanation of proven analytical techniques.

P

Practical Focus

Every technique we teach has direct application to real investment decisions. Theory serves practice, not the other way around.

G

Genuine Understanding

We measure success by how well students understand concepts, not how many formulas they memorize. Deep comprehension leads to better analysis.

Ready to Build Your Analysis Skills?

Our comprehensive learning program starts this fall. Spaces fill quickly because we maintain small class sizes for personalized attention.

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