Master Financial Research That Actually Works

We teach research methods that real analysts use every day. No fluff, no theory-only courses. Just practical skills that help you understand markets, assess investments, and make better financial decisions.

Explore Our Programs

What Drives Our Teaching

  • Real-World Application

    Every technique we teach gets used in actual financial analysis. We've seen too many courses that focus on outdated methods nobody uses anymore.

  • Honest Assessment

    We show you when research methods work well and when they don't. Markets change, and your toolkit needs to adapt with them.

  • Practical Experience

    Our instructors have spent years doing this work professionally. They know which shortcuts actually save time and which ones create problems later.

Learn Alongside Other Serious Students

Financial research gets easier when you can discuss ideas with people who care about getting it right. Our cohorts include working professionals, career changers, and students who want to understand how money really moves.

Group Analysis

Work on real cases together

Peer Review

Get feedback on your work

Shared Research

Pool resources and insights

Skill Building

Practice with guided support

Step-by-Step Tutorials You Can Follow

We break down complex research processes into manageable steps. Each tutorial includes real examples, common mistakes to avoid, and templates you can use right away.

Data Collection Fundamentals

Learn where to find reliable financial data and how to verify its accuracy. We cover free and paid sources, plus red flags that signal unreliable information.

Analysis Framework Setup

Build spreadsheet templates that actually work for financial analysis. Includes formulas, validation checks, and formatting that makes patterns obvious.

Pattern Recognition Training

Practice identifying trends, outliers, and relationships in financial data. We use historical examples so you can see what worked and what didn't.

Report Writing Skills

Turn your analysis into clear, actionable reports. Learn how to present findings so decision-makers can understand and act on them quickly.

Start Learning This Fall

Our next program begins in September 2025. Small cohorts mean more personal attention and better peer connections.

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Research Methods That Matter

We focus on techniques that practicing analysts actually use. These aren't academic exercises – they're tools that help you make sense of financial markets.

Trend Analysis

Identify patterns in price movements, earnings growth, and market cycles. Learn to separate real trends from random noise.

Fundamental Research

Dig into company financials, industry dynamics, and competitive positioning. Find the story behind the numbers.

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Risk Assessment

Quantify and compare different types of investment risks. Build frameworks for making decisions under uncertainty.

Learn from People Who Do This Work

Our instructors have worked as financial analysts, portfolio managers, and research directors. They know what skills actually matter in professional settings because they use them regularly.

Meet the Full Team

Zelda Thornwick

Senior Research Analyst

Spent twelve years analyzing emerging market investments. Specializes in teaching data validation and risk assessment techniques.

Nimara Foxglove

Portfolio Research Director

Manages research processes for institutional investments. Teaches practical application of fundamental analysis and trend identification methods.

Program That Fits Your Schedule

We know most people can't drop everything for full-time education. Our program works around real life – evening sessions, weekend workshops, and flexible deadlines.

  • Evening classes that work with full-time jobs

  • Recorded sessions when you miss something

  • Real projects instead of theoretical assignments

  • Small groups that actually get to know each other

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