Financial Statement Analysis Resources
We've spent years building materials that actually make sense. No corporate jargon or textbook fluff. Just straightforward resources that help you read balance sheets and income statements without second-guessing yourself.
Get Access Details
Core Learning Modules
Six modules that build on each other. Start with the basics if you need them, or jump ahead if you already know your debits from credits.
Reading Balance Sheets
Assets, liabilities, equity. We break down what these actually mean and why they matter when you're looking at a company's financial health.
Income Statement Analysis
Revenue doesn't equal profit. Learn to spot the difference between operating income and net income, and why both numbers tell different stories.
Cash Flow Patterns
Operating, investing, financing activities. See how cash actually moves through a business and what patterns indicate strength or trouble.
Ratio Analysis Framework
Current ratios, debt-to-equity, ROE. These aren't just formulas. We show you what they reveal about operational efficiency and financial stability.
Comparative Statement Work
Looking at statements across multiple periods helps you identify trends. We teach you what changes to watch for and which ones actually matter.
Industry Benchmarking
A 15% margin might be great in retail but terrible in software. Learn to compare financial metrics within proper context.
Your Learning Progression
Foundation Phase
First three weeks cover the fundamentals. You'll work with real company statements from Australian businesses to understand basic structures and terminology. Most students spend about 8 hours weekly during this phase.
Analysis Development
Weeks four through seven focus on ratio calculations and trend identification. You'll analyze quarterly reports and spot patterns that indicate financial changes. Expect to dedicate around 10 hours per week here.
Applied Practice
The final month involves case studies where you assess complete financial pictures. You'll work through scenarios based on real market situations and develop your own analytical frameworks.
Portfolio Building
Closing weeks focus on compiling your analysis work. You'll create a portfolio showing your ability to read financial statements and explain what you found in clear language.
How Our Approach Works
We built these materials after seeing too many students struggle with abstract concepts. Our method connects theory to actual financial documents from the start.
Real Document Practice
Every lesson includes actual financial statements from publicly traded companies. You'll work with the same documents professionals use.
- Annual reports from ASX-listed companies
- Quarterly earnings statements with footnotes
- Historical data spanning multiple years
- Cross-industry examples for comparison
Progressive Complexity
Start with straightforward statements and gradually move to more complex financial structures as your understanding develops.
- Single-period analysis before multi-year trends
- Simplified statements before consolidated reports
- Domestic companies before international operations
- Standard formats before industry-specific variations
Contextual Learning
Numbers don't exist in isolation. We show you how to consider market conditions, industry standards, and economic factors when analyzing statements.
- Industry-specific metrics and benchmarks
- Economic cycle impacts on financial results
- Regulatory environment considerations
- Market sentiment and valuation effects
Written Analysis Skills
Reading statements is half the job. We teach you to write clear explanations of what you found and why it matters.
- Structuring financial analysis reports
- Presenting findings to non-financial audiences
- Supporting conclusions with specific data
- Identifying limitations in your analysis
Access and Support
Materials are available for the September 2025 intake. Once you're enrolled, you'll get access to all six modules plus our library of practice statements. Everything's online, so you can work through content at whatever pace suits your schedule.
We run monthly group sessions where students discuss their analysis approaches and get feedback on their work. These aren't mandatory but most people find them helpful.
View Full Programme
Siobhan Merritt
Lead Instructor, Financial Analysis
Former financial controller with 12 years in corporate finance across retail and manufacturing sectors. Started teaching because I got tired of seeing graduates who could memorize formulas but couldn't tell you what the numbers meant.