Learn Investment Analysis That Makes Sense
Most people think analyzing investments requires a finance degree and years of experience. But here's what I've learned after teaching hundreds of students—anyone can understand the basics if someone explains it properly. This program breaks down investment analysis into manageable chunks that actually stick with you.
Ask About EnrollmentWhat You'll Actually Learn
We've built this curriculum around the questions real beginners ask—not what textbooks say you should know. Each phase connects to the next in a way that makes sense when you're learning from scratch.
Understanding Financial Statements
Balance sheets and income statements sound intimidating until someone shows you how to read them like a story. We start here because everything else builds on this foundation. By week three, you'll spot red flags that took me years to recognize.
Valuation Methods That Work
Forget the complex formulas you'll never use. We focus on three valuation approaches that professional analysts actually rely on—and you'll practice them with real company data, not made-up examples.
Risk Assessment Fundamentals
Every investment carries risk, but most courses skip teaching you how to measure it. This section covers practical ways to evaluate what could go wrong and decide if the potential return makes sense for you.
Building Your Analysis Framework
The final phase brings everything together into a systematic approach you can use on your own. You'll create an analysis checklist that fits your investment goals and actually helps you make decisions.
Who Teaches This Program
Our instructors come from different backgrounds in finance and analysis. What they share is the ability to explain complicated concepts in ways that beginners can grasp without dumbing things down.
Sienna Caldwell
Financial Statement AnalysisSpent eight years as a credit analyst before switching to teaching. She's really good at showing students how to find the story behind the numbers instead of just memorizing ratios.
Brynn Thorsen
Valuation MethodsPreviously worked in equity research covering tech companies. Her practical approach to valuation cuts through the academic jargon and focuses on methods you'll actually use when analyzing investments.
Neve Ragnhild
Risk AssessmentBackground in portfolio management and risk modeling. She teaches students how to think about uncertainty in practical terms rather than getting lost in statistical formulas that don't help with real decisions.
Program Schedule & Next Sessions
We run cohorts three times per year to keep class sizes manageable. Each session spans twelve weeks with evening classes designed for people who work full-time.
Summer 2025 Cohort
August 18 - November 3, 2025Enrollment opens May 15th. Classes meet Tuesday and Thursday evenings from 6:30 to 9:00 PM Pacific. This cohort includes our updated case studies featuring recent market conditions.
Fall 2025 Cohort
October 6 - December 22, 2025Our most popular session typically. Same evening schedule with an accelerated option available for students who want to dedicate more time each week to complete the material faster.
Winter 2026 Cohort
January 12 - March 30, 2026This session runs through Q1 earnings season, which gives students a chance to apply their analysis skills to fresh quarterly reports as companies release them in real-time.
Ready to Start Learning?
Reach out to discuss which cohort works best for your schedule and experience level. We're happy to answer questions about prerequisites, time commitment, or what to expect from the program.
Get Program Details