Student Financial Analysis Projects
Build real-world expertise through hands-on financial reporting and investment analysis projects
Start Your JourneyYour Learning Journey
Our project-based curriculum takes you from financial fundamentals to advanced investment analysis over 18 months, starting September 2025.
Foundation Phase
Master financial statement analysis and basic reporting principles. Build your first investor presentation using real company data from the ASX.
Analysis Deep Dive
Develop advanced ratio analysis skills and learn to spot investment opportunities. Create comprehensive sector analysis reports.
Portfolio Projects
Build a mock investment portfolio with detailed justification. Learn risk assessment and portfolio optimization techniques used by professional fund managers.
Capstone Project
Complete an independent research project analyzing an emerging market opportunity. Present findings to industry professionals.
Rafaello Steinberg
Former Investment Analyst, Macquarie Group
Rafaello spent eight years analyzing mid-cap Australian equities before transitioning to education. He brings real trading floor experience to every lesson, sharing insights from both winning investments and costly mistakes.
Recent Student Projects
See what our students have accomplished in their final portfolios
Australian Mining Sector Recovery Analysis
Deep dive into iron ore and lithium companies post-pandemic, analyzing supply chain disruptions and future growth potential in the renewable energy transition.
Defensive Income Portfolio
Constructed a 0K hypothetical portfolio focused on dividend yield and capital preservation, targeting retirees in the current interest rate environment.
Tech Stock Valuation Study
Comprehensive DCF analysis of three ASX-listed technology companies, comparing growth assumptions with market expectations and identifying potential opportunities.
Ready to Build Your Financial Analysis Skills?
Our next cohort begins in September 2025, with applications opening in March. Each program is limited to 25 students to ensure personalized attention and meaningful project feedback.
Key Dates for 2025-2026 Program
Applications open March 15, 2025 • Program begins September 8, 2025 • Early decision deadline June 1, 2025