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TechFlowByte
Yala, Thailand
"Outstanding financial analysis training that transformed my investment approach"
(4.8/5 from 340+ students)

Expert-Driven Financial Analysis Education

Learn fundamental analysis from seasoned professionals who've spent years navigating real markets and teaching others to make informed investment decisions.

Meet Your Financial Mentors

Our instructors bring decades of combined experience from investment banking, equity research, and portfolio management. They don't just teach theory — they share practical insights from years of analyzing companies and markets.

Keenan Westbrook, Senior Financial Analyst and Lead Instructor

Keenan Westbrook

Senior Financial Analyst

Keenan spent twelve years at regional investment firms before joining our team. He specializes in teaching ratio analysis and cash flow evaluation. His students appreciate how he breaks down complex financial statements into digestible concepts. Keenan believes that understanding a company's fundamentals starts with asking the right questions about its business model.

Isla Thornfield, Equity Research Specialist

Isla Thornfield

Equity Research Specialist

After eight years covering technology and healthcare sectors for institutional clients, Isla brings real-world research experience to the classroom. She teaches industry analysis and competitive positioning. Her approach focuses on understanding business cycles and market dynamics. Isla often shares stories from her research days to illustrate how theory plays out in actual markets.

Vera Blackwood, Portfolio Management Consultant

Vera Blackwood

Portfolio Management Consultant

Vera managed portfolios for high-net-worth clients for fifteen years before transitioning to education. She teaches valuation methods and risk assessment. Her classes emphasize practical application — students work with real company data and current market conditions. Vera's teaching style combines analytical rigor with common-sense investing principles.

Case-Based Learning Approach

We don't believe in teaching financial analysis through abstract examples. Every lesson builds around actual companies and real market situations. Students analyze current financial statements, research industry trends, and make investment recommendations based on their findings.

Our curriculum covers three core areas: financial statement analysis, industry research, and valuation techniques. Students work through these progressively, building skills that complement each other.
  • Hands-on analysis using current company reports and SEC filings
  • Small cohort sizes allowing for personalized feedback and guidance
  • Weekly case studies featuring companies from different sectors and market caps
  • Practice with professional-grade financial databases and analysis tools
  • Peer review sessions where students present their analysis to classmates

The goal isn't to turn everyone into a professional analyst — it's to give participants the confidence and skills to evaluate investment opportunities independently. Our graduates often tell us they finally understand what those numbers in annual reports actually mean.

Students analyzing financial documents during interactive case study session

How Our Program Builds Expertise

Each phase builds on previous learning, moving from basic financial literacy to advanced analytical skills. Most participants need six to nine months to complete the full curriculum, though everyone progresses at their own pace.

Foundation Phase: Reading Financial Statements

Students learn to navigate income statements, balance sheets, and cash flow statements. We start with straightforward companies in familiar industries. The focus here is understanding what each line item represents and how the statements connect. By the end of this phase, participants can read and interpret basic financial reports confidently.

Analysis Phase: Calculating Key Ratios and Metrics

Once comfortable with financial statements, students learn to calculate and interpret financial ratios. We cover profitability, liquidity, leverage, and efficiency ratios. Students practice with multiple companies in the same industry to understand how metrics vary. This phase includes learning when ratios might be misleading or require additional context.

Research Phase: Industry and Competitive Analysis

Students expand beyond individual companies to understand industry dynamics. They learn to research market trends, competitive positioning, and regulatory factors. This phase involves using industry reports, trade publications, and government data. Students develop skills in synthesizing information from multiple sources into coherent investment themes.

Valuation Phase: Estimating Fair Value

The final phase covers valuation methods including discounted cash flow models, comparable company analysis, and asset-based approaches. Students learn when to apply different methods and how to handle uncertainty in their estimates. Each participant completes a comprehensive analysis of a company they choose, presenting their findings to the class.

Deep Dive Into Market Analysis

Our instructors regularly publish research and insights based on current market conditions. These materials supplement classroom learning and help students stay current with evolving analysis techniques.

Evaluating Tech Companies in Rising Rate Environment

How changing interest rates affect growth stock valuations and what metrics become more important during market transitions.

Supply Chain Analysis for Industrial Stocks

Reading between the lines in management commentary to understand operational challenges and opportunities.

ESG Factors in Financial Analysis

Incorporating environmental and governance considerations into traditional fundamental analysis frameworks.

Explore Learning Programs
Advanced financial modeling workshop with instructor guidance Students collaborating on industry research project