Student Financial Analysis Projects

Real portfolio work from our comprehensive financial statement analysis program. See how students tackle complex business scenarios and develop practical expertise through hands-on learning.

Portfolio-Driven Learning

Our students don't just study theory — they build impressive portfolios through real company analysis. Each project involves comprehensive financial statement examination, ratio analysis, and strategic recommendations.

  • Complete analysis of ASX-listed companies using actual financial data
  • Cash flow modeling and forecasting exercises
  • Industry comparison and benchmarking studies
  • Risk assessment and investment recommendation reports
  • Presentation skills through client-facing project delivery

Students typically complete 4-6 major projects during the program, each building on previous knowledge while introducing new analytical techniques.

Students working on financial analysis projects with laptops and financial documents

Project Development Timeline

How students progress from basic analysis to advanced financial modeling over 12 months

1

Foundation Projects (Months 1-3)

Students start with fundamental ratio analysis using established companies like Woolworths or BHP. They learn to read financial statements, calculate key ratios, and identify basic trends. Projects focus on accuracy and understanding core concepts rather than complex interpretation.

2

Comparative Analysis (Months 4-6)

Building confidence, students tackle industry comparisons and peer analysis. They might compare Qantas versus Virgin Australia, examining operational efficiency, debt management, and profitability trends. Projects include written reports and basic presentation skills.

3

Advanced Modeling (Months 7-9)

Students develop cash flow forecasting models and scenario analysis. Working with companies like Telstra or CSL, they create multi-year projections and assess various business outcomes. This phase challenges analytical thinking and technical Excel skills.

4

Capstone Portfolio (Months 10-12)

The final project involves comprehensive analysis of a student-chosen company, including investment recommendations and risk assessment. Students present findings to industry professionals and compile their best work into a portfolio for job applications.

Where Projects Lead

Our project-based approach helps students transition into meaningful financial careers. Here's what some graduates achieved after completing their portfolio work.

Professional workplace showing financial analysis team collaborating

We track graduate progress for at least two years after program completion, documenting career development and ongoing skill application.

Portrait of Priya Eriksson, financial analyst

Priya Eriksson

Junior Financial Analyst at Macquarie Bank

"The Westpac analysis project I completed in month 8 directly impressed my interview panel at Macquarie. They were particularly interested in my cash flow modeling work and how I identified potential risk factors in the retail banking sector."

Priya started as a retail bank teller and completed our program part-time over 14 months. She credits the portfolio work with giving her concrete examples to discuss during interviews.

Two years later: Promoted to Senior Analyst role, leading analysis for mid-market lending decisions worth -5 million annually.

Portrait of Sienna Kowalczyk, corporate finance specialist

Sienna Kowalczyk

Corporate Finance Associate at PwC Melbourne

"My capstone project analyzed three mining companies during the 2024 commodity downturn. The scenario modeling techniques I learned helped me understand how different market conditions affect company valuations — skills I use daily now."

Sienna transitioned from marketing into finance. Her portfolio demonstrated analytical capability that helped overcome her non-traditional background during the recruitment process.

Career progression: Now managing junior team members and contributing to M&A due diligence projects for mining and resources clients.

Next Program Starts September 2025

Applications open in June 2025 for our comprehensive 12-month financial analysis program. Limited to 28 students to ensure personalized attention and quality project mentoring.

Program Structure

Evening classes twice weekly plus weekend workshops. Designed for working professionals who want to transition into financial analysis roles.

Prerequisites

Basic Excel skills and comfort with numbers. No prior finance experience required — we start with fundamentals and build systematically.

Investment

Program fee covers all materials, software access, and ongoing career support. Payment plans available to make training accessible.

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