Financial Analysis Mastery Program
Build real-world skills analyzing market data, portfolio performance, and investment trends. Our September 2025 cohort focuses on practical techniques used by Philippines-based investment teams daily.
Request Program DetailsEight months of focused financial analysis training
We built this program after watching talented professionals struggle with the gap between theory and practice. Most courses teach formulas. We teach judgment—when to use which metric, how to spot data issues, and what questions matter when stakeholders want clear answers fast.
Starting September 2025, you'll work through actual datasets from Philippines markets, learning tools like Bloomberg Terminal basics, Excel modeling that scales, and Python for repetitive analysis tasks. But tools are just part of it.
The harder part? Learning to communicate findings without overwhelming people. Understanding when a 50-page report helps and when a three-bullet email works better. Building the confidence to say "this data isn't reliable" when everyone wants a quick answer.
What you'll actually learn
Four phases spread across 34 weeks. Each phase builds on what came before, with regular feedback sessions to address questions as they come up.
Foundation Phase
Getting comfortable with financial statements and basic ratio analysis. We start here because everything else builds on reading balance sheets correctly.
- Reading financial statements without getting lost in footnotes
- Ratio analysis that reveals actual business health
- Excel shortcuts that save hours each week
- Basic valuation concepts applied to Philippines equities
Portfolio Analysis Phase
Moving from individual securities to portfolio thinking. Risk metrics, correlation patterns, and how to present performance data that clients actually understand.
- Building models that track portfolio performance accurately
- Risk metrics beyond standard deviation
- Attribution analysis for explaining returns
- Benchmark selection and comparison techniques
Market Research Phase
Analyzing market trends, sector rotation patterns, and economic indicators. This is where Python starts helping with data collection and analysis at scale.
- Economic indicator analysis for Philippines context
- Sector comparison frameworks
- Python for pulling and cleaning market data
- Building dashboards that update automatically
Integration Phase
Bringing it together with comprehensive projects. You'll produce full investment memos, portfolio reviews, and market commentaries under realistic time constraints.
- Complete investment analysis projects
- Presentation skills for different audiences
- Handling incomplete or conflicting data
- Time management when analysis demands exceed available hours
Who teaches this program
Four practitioners who spend their days doing the work we teach. They rotate through sessions based on their areas of focus.
Benito Salcedo
Covers Philippines consumer and industrial sectors. Handles the valuation modules and financial modeling sessions.
Carmen Dizon
Manages multi-asset portfolio analysis. Leads sessions on risk metrics and performance attribution.
Teresita Bautista
Specializes in data infrastructure and automation. Teaches Python modules and database management techniques.
Luz Mercado
Tracks macroeconomic trends affecting Philippines markets. Covers economic indicator analysis and forecasting approaches.
September 2025 Cohort Details
Applications open May 1, 2025. We review them on a rolling basis and typically fill spots by mid-June. Sessions run Tuesday and Thursday evenings (7-9pm Manila time) plus Saturday mornings (9am-12pm) for project work.
Start Date: September 9, 2025
End Date: May 15, 2026
Format: Live online sessions with recorded backup
Time Commitment: 8-10 hours weekly including session time
Program investment is ₱185,000 for the full 34 weeks. That covers all instruction, access to research databases during the program, and feedback on project work. Payment plans available—we split it into three installments: enrollment, week 12, and week 24.
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