Let's Talk About Your Financial Analysis Goals

Whether you're beginning your journey in corporate finance or looking to refine advanced valuation techniques, we're here to guide you through practical learning paths tailored to real analyst work.

Send Us a Message

Tell us about your background and what you're hoping to accomplish. The more context you share, the better we can point you toward resources or programs that actually fit your situation.

Finding the Right Path Forward

Just Starting Out?

If you're exploring corporate finance for the first time, you'll want to build a solid foundation before jumping into complex modeling. Think accounting basics, understanding financial statements, and grasping how businesses actually generate cash.

Foundation Track Begins with financial statement analysis and works up to basic modeling techniques over several months.
Self-Assessment Tools We can help you identify knowledge gaps and suggest a realistic learning timeline that fits your schedule.

Already Working as an Analyst?

Maybe you're comfortable with the basics but want to sharpen specific skills. We hear from analysts who know Excel inside out but struggle with valuation nuances, or vice versa.

Specialized Modules Focus on one area at a time—like mastering comparable company analysis or building better LBO models.
Case Study Work Apply concepts to realistic scenarios that mirror what you'd encounter in investment banking or corporate development.

Switching Careers?

Coming from engineering, accounting, or another field entirely? You'll bring valuable transferable skills, but there's finance-specific language and methodology to pick up along the way.

Transition Programs Structured paths that acknowledge your existing strengths while filling in finance fundamentals efficiently.
Mentorship Connections Get paired with someone who made a similar transition and can share practical advice on breaking into the field.
I reached out with a dozen questions about how their curriculum compared to what I was learning on the job. Instead of a canned response, I got a thoughtful email walking through exactly which modules would help me with the gaps I'd identified. That level of attention made all the difference when I decided to enroll.
Linnea Thorvaldsen Junior Analyst, Toronto
The team took time to understand where I was coming from—a non-finance background with solid quantitative skills but zero exposure to valuation work. They didn't oversell me on an advanced track. They pointed me toward foundational content first, which was exactly what I needed to build confidence.
Callum Ridley Career Changer, Vancouver
Financial analysts collaborating on valuation models and corporate finance projects

Real Conversations, Real Guidance

We're not running a call center here. When you get in touch, you're talking to people who've worked through the same financial modeling challenges you're facing or will face soon.

That means we can have honest conversations about what's realistic—whether it's how long it takes to get comfortable building three-statement models from scratch, or which skills matter most if you're aiming for a specific role in M&A or equity research.

Our upcoming programs starting in fall 2025 are designed around feedback from working analysts and career changers who told us what actually helped them succeed. So when you reach out, expect practical advice, not a sales pitch.