Financial Reporting Skills That Actually Matter
We teach investor-focused reporting through real cases and practical methods. Our instructors bring years of experience preparing reports for actual investment committees, and they'll show you what works when money is on the line.
Start Your JourneyLearn From People Who've Done It
Our team has prepared reports for institutional investors, family offices, and venture funds across Australia. They know what questions get asked at three in the morning before a board meeting.
Jasper Millwood
Portfolio Analysis Lead
Spent twelve years at a Sydney investment firm. Now he breaks down complex reporting structures into things you can actually use tomorrow.
Vera Koskinen
Disclosure Frameworks Specialist
Former compliance officer who worked through three regulatory shifts. She teaches the rules that matter and ignores the ones that don't.
Brenton Ashwell
Metrics & Benchmarking Guide
Built dashboards for fund managers who manage nine-figure portfolios. He'll show you which numbers investors look at first.
Talbot Creswell
Risk Communication Mentor
Helped companies explain bad quarters without losing investor confidence. His approach is honest and direct, which turns out to work better than spin.
What You'll Actually Learn
The program runs for sixteen weeks starting September 2025. Classes meet twice weekly in the evenings, with weekend sessions for case reviews. Everything connects back to preparing reports that investors will actually read.
Statement Fundamentals
Balance sheets, income statements, and cash flow reports. We skip the theory lectures and work through real company examples from the first session.
Investor Presentation Methods
How to structure quarterly updates, annual reports, and special situation disclosures. You'll see what formats work when presenting to different types of investors.
Metrics Selection
Learning which KPIs matter for your industry and how to present them without misleading anyone. We cover both traditional ratios and modern alternatives.
Regulatory Requirements
Australian disclosure standards and what happens when you get them wrong. Compliance doesn't have to be complicated if you understand the underlying logic.
Crisis Communication
Explaining underperformance, write-downs, and strategic pivots. The hardest reports to write are the ones you learn the most from.
Portfolio Project
Final eight weeks involve preparing a complete reporting package for a real company scenario. Your instructors review it the same way an investment committee would.
How We Actually Teach This
Small groups work better for this material. Each cohort has eighteen students maximum. You'll spend half your time reviewing real reports from public companies and private funds, analyzing what works and what creates confusion.
Our method focuses on iteration. You'll prepare the same type of report multiple times, getting feedback after each version. By week twelve, most students can spot reporting problems before they become investor relations issues.
Direct Feedback
Every submitted report gets line-by-line comments within three business days. We mark up your work the way an investor would.
Case Library Access
Over 200 real reporting examples from Australian and international companies, showing both effective and problematic approaches.
Peer Review Sessions
Monthly group critiques where you present your work and defend your reporting choices. Uncomfortable but valuable.
Industry Guest Reviews
Working analysts and fund managers join four sessions to review student work and share current market expectations.
Applications Open May 2025
Next cohort begins September 8, 2025. We accept twenty students and typically receive around fifty applications. Selection is based on your current financial knowledge and what you plan to do with these skills.
Program Duration: 16 Weeks | Evening & Weekend Format
Get Application Details