Three paths designed around how analysts actually grow. Pick what matches where you're headed, not where someone thinks you should be.
Building blocks for financial analysis work
Real-world applications for working analysts
Strategic finance for senior analysts
Three people at different stages. Different goals and different challenges. But all found something that worked for their specific situation.
Foundation Track gave me what I needed without overwhelming me. The monthly pace worked with my schedule, and I could apply things right away in my job. Started in September 2024 and honestly feel more confident reading balance sheets now.
Professional Track case workshops changed how I think about valuation work. The instructor who runs Tuesday sessions worked in M&A for years and brings actual deal experience. Worth it just for those conversations.
Executive Track mentorship gave me someone to discuss complex restructuring questions with. Not generic advice but specific feedback on situations I'm dealing with. That alone justified the investment.
Sometimes you need to see everything side by side. This table shows what's included in each track so you can compare what matters to you.
| Feature | Foundation | Professional | Executive |
|---|---|---|---|
| Core financial modeling | |||
| Advanced valuation methods | |||
| M&A analysis training | |||
| Strategic finance planning | |||
| One-on-one mentorship | |||
| Live case workshops | Monthly | Weekly | Weekly + Private |
| Resource library access | Core materials | Extended library | Complete archive |
| Industry expert sessions | |||
| Alumni network access | |||
| Program duration | 4 months | 6 months | 9 months |
We run cohorts twice yearly. The autumn session begins October 15, 2025, with enrollment opening August 1st.
Class sizes stay small because workshops need actual discussion to work. Foundation Track takes 18 people. Professional Track caps at 14. Executive Track keeps it to 8 so mentorship stays meaningful.
Most participants work full-time. Sessions happen evenings and weekends. Materials stay available if you miss something, but the live discussions matter most.
