Investment Research Training That Goes Beyond Theory

Look, most finance courses teach you how to read a balance sheet and call it a day. But when you're actually trying to evaluate whether a company is worth your attention—or your capital—you need more than textbook formulas.

We built this program around practical research skills because we've spent years doing this work ourselves. Not in simulation. In actual market conditions where mistakes cost real money and good analysis can uncover genuine opportunities.

Our training focuses on developing the judgment and analytical frameworks that separate decent research from truly insightful work. You'll learn to spot what matters in financial data, understand business models that actually hold up under scrutiny, and communicate findings that people can act on with confidence.

What You'll Actually Learn

We've structured this around four core modules. Each one builds specific skills you'll use immediately when analyzing companies and markets. Classes start in February 2026, running for eight months.

Financial Statement Analysis

8 weeks

Reading beyond the numbers to understand business quality
Cash flow patterns that reveal operational strength
Spotting accounting adjustments that hide problems
Comparing companies across different industries fairly

Business Model Evaluation

7 weeks

Identifying sustainable competitive advantages
Understanding economic moats and their durability
Assessing management quality through actions, not words
Evaluating industry dynamics and market positioning

Valuation Frameworks

8 weeks

Building models that reflect actual business economics
Understanding when different valuation methods apply
Scenario analysis for uncertain outcomes
Margin of safety concepts in practice

Research Communication

9 weeks

Writing investment memos that drive decisions
Presenting findings to different audiences effectively
Structuring research for maximum clarity
Defending your thesis with evidence and reasoning

Real Analysis, Real Skills

We don't teach from hypothetical case studies written ten years ago. Every session uses current market examples and actual company data. You'll work through the same kinds of challenges professional analysts face when evaluating opportunities.

And here's something different—we bring in guest analysts from various firms quarterly to discuss how they approach research in their specific contexts. Asset managers think differently than credit analysts, who think differently than equity researchers. Understanding these perspectives makes your work better.

Live Market Analysis Weekly sessions analyzing current companies and market situations as they develop

Portfolio Projects Build a research portfolio demonstrating your analytical process and judgment

Peer Review System Get feedback from classmates and instructors on your research work

Students engaged in financial analysis discussion during live market session

Investment in Your Development

We offer flexible enrollment options based on how you prefer to learn and what support level works for your situation. All prices in Canadian dollars.

Core Program

Complete curriculum with online access and group sessions

$3,450

Complete 8-month program

All four training modules
Weekly live analysis sessions
Access to research databases
Group project collaboration
Digital course materials
Portfolio development support

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Professional Track

Enhanced support with individual mentorship and career guidance

$5,280

Complete 8-month program

Everything in Core Program
Bi-weekly individual mentorship
Detailed research feedback
Professional network introductions
Career development sessions
Extended access to course materials

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Team Enrollment

For firms training multiple analysts simultaneously

$2,890

Per person (3+ enrollments)

Customized curriculum options
Flexible scheduling arrangements
Firm-specific case studies
Group progress tracking
On-site session possibilities
Corporate licensing available

Next Cohort Begins February 2026

We keep class sizes manageable so everyone gets meaningful feedback on their work. Spring enrollment typically fills by mid-January. If you're serious about developing real research skills, let's talk about whether this program fits what you're looking for.

Schedule a Conversation Learn About Our Approach