Learn Financial Data Through Real Collaboration

We stopped teaching from textbooks years ago. Why? Because reading about data analysis and actually working with it alongside others are completely different experiences. Our sessions bring together small groups where you'll tackle actual financial datasets while learning from peers who see patterns you might miss.

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Collaborative financial analysis workspace with multiple participants reviewing data together
Interactive learning environment showing group work on financial interpretation

How Group Learning Actually Works Here

Most people walk in thinking they'll just sit through lectures. That's not what happens. You'll spend about sixty percent of your time working directly with two or three other participants on real problems.

Someone in your group might spot a trend in quarterly reports that you completely overlooked. That's the point. When Brett from our September 2024 cohort mentioned this, he said his biggest breakthrough came from a conversation during break about interpreting cash flow statements.

Our next program starts in late August 2025 and runs for fourteen weeks. We keep groups intentionally small because once you hit eight people, the dynamic changes and not everyone participates equally.

Weekly Group Sessions

Three hours every Saturday morning working through current financial scenarios with your cohort

Peer Review Practice

You'll review each other's analysis work before our instructor even looks at it

Shared Resources

Access to a collaborative workspace where past cohorts share their approaches to common challenges

Network Building

Most participants stay connected long after finishing, often consulting each other on work situations

Three Stages That Build Real Capability

We've refined this approach over five years. Each stage builds on the previous one, and you can't really skip ahead because the foundation matters.

1

Foundation Through Doing

First four weeks focus on core concepts, but you're applying them immediately to simplified company reports. No theory-only sessions.

  • Work with actual annual reports from Australian companies
  • Learn to spot what matters versus what's just noise
  • Practice explaining findings to your group in plain language
2

Complex Analysis Practice

Weeks five through ten introduce messier scenarios. You'll encounter conflicting data, incomplete information, and situations where there's no single correct answer.

  • Collaborative case studies based on real business situations
  • Group presentations where you defend your interpretation
  • Learn to handle disagreement constructively
3

Independent Project Work

Final four weeks you'll tackle an individual project while still meeting with your group for feedback and perspective.

  • Choose a company or sector you're genuinely interested in
  • Present findings to your cohort in week thirteen
  • Receive detailed feedback from both peers and instructors
Program facilitator with extensive experience in collaborative financial education

Marcus Pemberton

Lead Facilitator since 2020

Who Guides These Sessions

Marcus spent twelve years doing financial analysis before switching to teaching. He got tired of seeing new hires who could recite formulas but froze when asked to interpret what the numbers actually meant.

His approach isn't about lecturing. Most sessions start with him presenting a scenario, then stepping back while groups work through it. He'll circulate, ask questions, occasionally redirect when a group goes completely off track, but the learning happens through discussion rather than instruction.

"The best moment in any cohort is when someone realizes their interpretation is just as valid as mine, as long as they can support it with evidence. That confidence doesn't come from memorizing techniques. It comes from defending your thinking to peers who'll challenge you."

Classes stay under sixteen people total, split into smaller working groups. Marcus brings in guest facilitators occasionally, usually former participants who now work in the field and can share current industry perspectives.

Learn More About Our Team