Built Around Real-World Financial Challenges
We've spent years working through actual modeling scenarios—the ones that trip people up when deadlines are tight and spreadsheets grow complex. This isn't theory. It's what actually works when you're building models that matter.
Foundation Before Complexity
Most courses throw you into advanced techniques before you've mastered the basics. That's backwards. You need solid fundamentals first—understanding how assumptions flow through statements, why certain structures break under pressure, and when to simplify rather than complicate.
We start with the building blocks that hold up under scrutiny. Cash flow logic. Forecast mechanics. Error-checking routines. The stuff that looks boring but becomes critical when you're presenting to stakeholders who ask tough questions.
Once these foundations are second nature, then we move into specialized applications. Industry-specific models. Scenario planning. Valuation frameworks that reflect how decisions actually get made in Australian markets.
Six Principles That Guide Everything
These aren't motivational slogans. They're practical guidelines we return to constantly when designing content and working through examples.
Transparency Matters
Anyone opening your model should understand the logic within minutes. No hidden calculations, no mysterious formulas buried three tabs deep. Clear structure saves hours later.
Test Everything
A model that looks right isn't necessarily correct. We emphasize validation checks, sanity tests, and deliberate error-hunting. Find problems before your audience does.
Context Over Templates
Cookie-cutter approaches fail when circumstances shift. Understanding why a structure works matters more than memorizing where formulas go.
Practical Over Perfect
Theoretical perfection rarely survives contact with real deadlines. We prioritize techniques that work under pressure and can be adapted quickly.
Documentation Isn't Optional
Your future self will thank you. So will colleagues inheriting your work. Proper documentation turns a personal tool into a team asset.
Industry Application
Australian businesses have specific reporting needs and market contexts. Generic international examples only take you so far—we focus on what's relevant here.
How Learning Actually Unfolds
Diagnostic Phase
We assess where you are now. Not just technical skills—also how you approach problems, what gaps need filling, and which concepts need reinforcement before moving forward.
Structured Progression
Content builds methodically. Each module assumes you've genuinely absorbed the previous one. We don't rush ahead just to cover material—better to go slower and understand deeply.
Applied Practice
Theory gets forgotten quickly without application. You'll work through realistic scenarios, make mistakes in a safe environment, and develop problem-solving instincts that stick.
Review Cycles
Concepts resurface intentionally throughout the program. Repetition with variation—seeing the same principle applied in different contexts—builds retention and flexibility.
Real Project Work
Eventually you tackle substantial models that mirror actual business challenges. These capstone projects reveal how everything connects and where you still need refinement.
Who Shapes This Approach
Our methodology comes from people who've spent considerable time building models that informed actual decisions. They know what works because they've seen what fails.
Freja Lundqvist
Senior Financial Analyst
Twelve years building forecasting models for resource companies. Specializes in scenario analysis when commodity prices get volatile.
Siobhan Macleod
Corporate Finance Advisor
Previously worked with mid-market firms on acquisition models and capital structure decisions. Now focuses on practical education that reflects real deal complexity.
Ready to See How This Works?
Our next program cohort starts September 2025. Places are limited because we prioritize meaningful interaction over volume.