Financial Statement Analysis Certification Program

We launched this program in autumn 2023 after realizing how many finance professionals struggle with practical analysis skills. Theory's one thing. Actually reading between the lines of a balance sheet? That's different.

Our approach combines detailed case studies with real financial statements from companies across industries. You'll work with actual data, spot red flags, and build confidence in your analytical judgment.

87% Completion Rate
14 Weeks Program Duration
420+ Graduates Since 2023
Live Weekly Sessions
Financial analysts reviewing statements and data visualizations during a training session

What You'll Actually Learn

We break down financial analysis into practical modules. Each one builds on the last, so by week 14 you're analyzing complete financial statements with real confidence.

01

Reading the Numbers

Start with the fundamentals. How balance sheets, income statements, and cash flow statements actually connect. Most people miss these relationships.

  • Statement structure and formats
  • Account classifications
  • Common reporting variations
  • First-pass analysis techniques
02

Ratio Analysis in Practice

Ratios mean nothing without context. We teach you which ratios matter for different industries and how to spot when numbers don't add up.

  • Liquidity and solvency metrics
  • Profitability indicators
  • Efficiency measurements
  • Industry benchmarking methods
03

Cash Flow Reality

Profit looks great until you realize there's no cash. This module focuses on what cash flow statements actually reveal about business health.

  • Operating cash generation
  • Investment activity patterns
  • Financing decisions analysis
  • Red flag identification
04

Quality of Earnings

Not all earnings are created equal. Learn to distinguish between sustainable profits and accounting gymnastics.

  • Revenue recognition analysis
  • Expense classification review
  • Non-recurring item assessment
  • Earnings sustainability evaluation
05

Working Capital Management

The details that make or break operations. How companies manage their day-to-day finances tells you a lot about their actual performance.

  • Receivables collection patterns
  • Inventory turnover analysis
  • Payables management review
  • Cash conversion cycle
06

Comprehensive Analysis Projects

Put everything together with real company cases. You'll prepare complete financial analyses and present your findings to the group.

  • Full statement review process
  • Industry comparison framework
  • Risk assessment methodology
  • Professional report preparation

Your Instructors

We're not academics teaching theory from textbooks. Our team has spent years working with financial statements in real business environments.

Vivienne worked as a credit analyst for 11 years before moving into consulting. Darrick spent over a decade in corporate finance before founding an analytics firm in 2019. Theron and Cleo both bring backgrounds from investment analysis and financial due diligence.

They've seen what works and what doesn't when it comes to financial analysis. That practical experience shapes how we teach this program.

Ask About Enrollment
Darrick Vanhorne, lead financial analysis instructor

Darrick Vanhorne

Program Director

Former VP of Finance at three mid-sized manufacturing companies. Darrick specializes in operational financial analysis and has reviewed over 2,000 company statements throughout his career.

Vivienne Krogstad, cash flow analysis specialist

Vivienne Krogstad

Senior Analyst

Credit risk specialist with extensive experience in banking and commercial lending. Vivienne teaches the cash flow and quality of earnings modules based on her work evaluating creditworthiness.

Theron Pinkham, ratio analysis expert

Theron Pinkham

Investment Analyst

Spent 9 years analyzing public companies for an investment fund. Theron focuses on teaching ratio analysis and comparative benchmarking techniques for different industry sectors.

Cleo Birchfield, financial due diligence instructor

Cleo Birchfield

Due Diligence Specialist

Background in M&A financial analysis and corporate restructuring. Cleo teaches red flag identification and brings real-world case studies from transactions he's worked on.

Program Details

  • Format Online Live
  • Duration 14 Weeks
  • Weekly Time 4-6 Hours
  • Next Start September 2025
  • Class Size Max 24
  • Investment NT,000

How the Program Works

Every Tuesday evening, we meet for a 90-minute live session. These aren't lectures where you sit and watch. We work through financial statements together, discuss what we're seeing, and answer questions in real time.

Between sessions, you'll spend 3-4 hours working on practice analyses. We provide actual financial statements from real companies. You analyze them, document your findings, and submit your work for review.

1

Weekly Live Session

Work through new concepts and techniques together. Ask questions, discuss approaches, review difficult cases with the group.

2

Independent Practice

Analyze assigned financial statements using the week's techniques. Document your findings and prepare questions for the next session.

3

Instructor Feedback

Receive detailed written feedback on your analysis. Learn what you missed, what you got right, and how to strengthen your approach.

4

Apply and Improve

Use the feedback in your next analysis. Build on what you've learned and develop stronger analytical judgment over the 14 weeks.

What You Get

Beyond the weekly sessions and practice materials, you'll have access to our complete resource library. That includes financial statement templates, analysis checklists, and industry benchmark data.

The final project requires you to prepare a comprehensive analysis of a company's three-year financial performance. You'll present your findings to the group and receive feedback from both instructors and peers.

Resource Library

Templates, checklists, benchmark data, and reference guides you can use during and after the program.

Case Study Collection

Over 40 real company financial statements covering different industries, sizes, and financial situations.

Certification

Upon completion, receive certification documenting your financial analysis training and capabilities.

Alumni Access

Join quarterly alumni sessions where we review recent cases and discuss evolving analysis techniques.