Financial Analysis Training
Built from real analysis work in Taiwan markets
We started this program because people kept asking how we actually read financial reports. Not the textbook version—the real process of looking at numbers from Taiwanese companies and figuring out what's happening. This program walks you through that same approach, using actual data.
How This Program Came Together
We didn't set out to create a training program. It happened because clients needed their teams to understand financial data better, and we realized our analysis process could be taught systematically.
Started with client requests
Three different companies asked us to train their finance teams. They weren't looking for theory—they wanted practical skills for reading quarterly reports from Taiwan-listed companies. So we documented our actual analysis workflow.
Ran first pilot sessions
Tested the materials with 15 people from accounting and operations backgrounds. What worked: using real company examples. What didn't: assuming everyone knew ratio calculations. We adjusted from there.
Refined based on feedback
After running 8 sessions, we noticed patterns in where people got stuck. Cash flow statements caused confusion. Industry comparisons weren't clicking. We rebuilt those modules completely with more examples and practice datasets.
Opening registration for autumn cohort
We're accepting applications for the September 2025 session. Same structure that's been working, with updated examples from 2024 annual reports. Groups stay small—12 people maximum—because the discussion parts matter.
Read financial statements faster
Learn to scan balance sheets and income statements for the numbers that actually matter. We focus on what analysts look at first, not what textbooks say is important.
Spot inconsistencies
Revenue growing but receivables growing faster? Profit margins improving while inventory turns slow down? You'll learn what mismatches to watch for and what they might indicate.
Build comparison frameworks
Understanding one company's numbers is step one. Understanding how they compare to competitors in the same sector—that's when analysis gets useful. We practice this extensively.
Write clearer summaries
Analysis means nothing if you can't explain what you found. We work on translating financial observations into plain language that non-finance colleagues can use.
Use real Taiwan data
All exercises use actual reports from companies listed on TWSE and TPEx. You'll work with the same documents we use in client projects, with real industry context.
Practice with guidance
Small group means you get feedback on your analysis approach. When you're interpreting cash flow or calculating ratios, we can see where your logic diverges and help adjust.
Who Teaches This
The program is led by analysts who've been reading financial statements professionally for years. They're not academics—they're people who do this work daily for investment research and corporate due diligence.
Joakim Lindgren
Lead Instructor, Financial Analysis
Spent 9 years analyzing manufacturing and tech companies. Now runs the training sessions and handles most of the balance sheet modules. Used to work at an equity research firm in Taipei.
Aisling Doherty
Cash Flow Specialist
Focuses on operating cash flow and working capital analysis. Background in corporate finance and M&A. Teaches the sessions on spotting financial stress signals before they show up in headlines.
Branimir Kovač
Industry Analysis Instructor
Covers sector-specific metrics and peer comparisons. Previously worked in portfolio management. Good at explaining why semiconductor companies need different analytical approaches than retail chains.
Siobhán Ní Bhriain
Practical Application Coach
Runs the case study sessions where you work through complete analyses. Former credit analyst. Helps participants figure out which ratios actually matter for different business models.
How the Program Works
14 weeks, meeting twice weekly. Mix of instruction and hands-on analysis. You'll need about 5 hours per week including class time.
Foundations
Weeks 1-4
Start with the three main financial statements. Learn what each line item actually represents and how they connect to each other.
- Income statement structure and common adjustments
- Balance sheet items and what they reveal
- Cash flow statement mechanics
- First practice analyses on simple cases
Analysis Techniques
Weeks 5-9
Move into ratio analysis, trend identification, and peer comparisons. This is where you start building your own analytical approach.
- Profitability and efficiency ratios that matter
- Working capital analysis
- Debt assessment and coverage ratios
- Industry-specific metrics and benchmarks
Real Applications
Weeks 10-14
Complete company analyses using recent annual reports. Work individually and in pairs. Present findings and get detailed feedback.
- Multi-year trend analysis projects
- Competitive positioning assessment
- Red flag identification exercises
- Written report preparation