Investment Reporting Mastery Program
Transform your financial analysis skills through hands-on training in modern reporting techniques, regulatory compliance, and advanced portfolio analytics. Join our next cohort starting September 2025.
Start Your ApplicationComprehensive Curriculum Built for Real-World Success
Our program covers everything from basic financial statement analysis to advanced ESG reporting frameworks. You'll work with real market data and learn the tools that top financial firms actually use.
- Financial Statement Analysis & Ratio Interpretation
- Portfolio Performance Measurement & Attribution
- Risk Assessment & Regulatory Compliance (IFRS, GAAP)
- ESG Reporting & Sustainable Investment Metrics
- Advanced Excel & Financial Modeling Techniques
- Data Visualization & Client Presentation Skills
Each module includes practical workshops where you'll analyze real investment portfolios and create reports that mirror what you'd produce in professional settings. By program completion, you'll have a portfolio of work samples ready for job interviews.
Learn from Industry Veterans
Our instructors bring decades of experience from major investment firms, regulatory bodies, and consulting practices across Canada.
Elena Thornbridge
Senior Investment Analyst
Former portfolio manager at RBC Global Asset Management with 15 years in equity research. Elena specializes in financial modeling and has authored several papers on Canadian market analysis.
Sophia Caldwell
Risk Management Expert
Previously worked at OSFI and TD Securities, bringing deep expertise in regulatory compliance and risk assessment methodologies. She developed risk frameworks still used by major Canadian banks.
Miranda Ashworth
ESG Reporting Specialist
Lead consultant for sustainable finance initiatives at several major pension funds. Miranda helped establish ESG reporting standards that are now industry benchmarks across North America.
Your Learning Journey
Our 8-month program is designed around working professionals' schedules. Evening classes twice weekly, plus weekend workshops for hands-on practice with real financial data.
Foundation
Master core financial concepts and reporting standards. Build your analytical foundation with fundamental ratio analysis.
Application
Work with live market data. Create performance reports and learn advanced Excel techniques used by professional analysts.
Specialization
Choose focus areas: ESG reporting, risk management, or portfolio analytics. Complete real client projects under instructor guidance.
Capstone
Present comprehensive investment analysis to industry professionals. Build your professional portfolio and network.
Program Duration
8 Months
Class Schedule
Evenings & Weekends
Next Cohort
September 2025