Professional Valuation Training Investment
Three decades of institutional experience, now structured into comprehensive programs that deliver practical skills Australian analysts actually use in their daily work.
Award-Winning Training Methodology
Our programs earned recognition from the Australian Institute of Financial Analysts in 2024. But what matters more is how our graduates perform in real analyst roles across Sydney, Melbourne, and Perth.
- CFA Institute continuing education partner since 2019
- Featured in Australian Financial Review's analyst training guide
- Alumni placed at Big Four firms and boutique advisory houses
- Industry case studies from ASX-listed company transactions
Choose Your Professional Path
Each program builds systematically. Start with foundations or jump to advanced modules based on your current experience level.
Foundation Program
8-week intensive course
- Complete DCF modeling from scratch
- Trading and transaction multiples
- Basic sensitivity analysis techniques
- Excel financial modeling best practices
- Three practice case studies
- Certificate of completion
Professional Program
12-week comprehensive training
- Advanced DCF with terminal value scenarios
- LBO modeling and leveraged transactions
- Industry-specific valuation adjustments
- Monte Carlo simulation techniques
- Seven comprehensive case studies
- Mock interview preparation sessions
- Professional certification credential
Master Analyst Program
16-week complete certification
- Everything in Professional Program
- Real M&A transaction modeling
- Sum-of-the-parts valuations
- Private equity and venture capital methods
- Twelve industry case studies
- One-on-one mentoring sessions
- Alumni network access
- Master Analyst certification
Marcus Thornfield
Program Director
Former VP at Goldman Sachs Australia. CFA, CA(ANZ). 28 years in investment banking and equity research.
Why Traditional Training Falls Short
Most finance courses teach valuation like it's 2010. They focus on perfect textbook scenarios that don't exist in real Australian markets. After watching hundreds of graduates struggle with actual client work, I rebuilt our curriculum around three core problems I see repeatedly.
First problem? Universities teach DCF modeling but skip the judgment calls that make or break your analysis. How do you model a mining company's depletion rates when commodity prices are volatile? What terminal growth rate makes sense for a tech company in Australia's smaller market?
Australian Market Context
Every case study uses ASX-listed companies. You'll understand how resource sector cycles affect valuations, why Australian banks trade differently from US banks, and how to adjust US-based models for our market conditions.
Real Transaction Experience
Work through actual M&A deals I've completed. See how investment committees think, what due diligence really looks like, and why certain assumptions get challenged while others pass through.
Practical Communication Skills
Learn to present valuation conclusions to skeptical clients. Practice defending your assumptions under pressure. Build the confidence to explain complex models in simple terms that non-finance executives can follow.
Our next programs start in August 2025. Early applications are already coming in from analysts at major Australian firms looking to strengthen their technical skills.
Ready to Transform Your Valuation Skills?
Join the next cohort of analysts mastering institutional-grade valuation techniques. Programs start August 2025 with early registration now open.
