Learn Financial Analysis from Industry Veterans

Our instructors bring decades of real-world experience from major financial institutions, regulatory bodies, and consulting firms. This isn't academic theory—it's practical knowledge that shapes how modern businesses assess financial health.

What sets our teaching apart?

We focus on case-based learning where you'll work through actual company scenarios. Our instructors guide you through the same analytical processes they use in boardrooms and regulatory assessments. You'll understand not just the formulas, but why certain ratios matter more in specific industries.

Teaching Methodology

Our approach combines rigorous analytical training with practical application. Each concept builds naturally into real-world problem-solving skills that you'll use throughout your career.

Interactive Case Studies

Work through real company financial statements with guided analysis. You'll learn to spot red flags and identify strengths using the same methods our instructors applied at firms like Deloitte and KPMG.

Industry-Specific Focus

Different sectors require different analytical approaches. Manufacturing companies need different liquidity measures than service firms. We teach you to adapt your analysis based on business models and industry dynamics.

Deep-Dive Workshops

Monthly intensive sessions where we examine complex scenarios. Recent workshops covered pandemic impacts on hospitality liquidity and how supply chain disruptions affect working capital management.

Meet Your Lead Instructor

Dr. Caspian Northbridge
Senior Financial Analysis Director

Caspian spent twelve years at the Bank of England's Prudential Regulation Authority, where he developed stress-testing frameworks still used today. Before joining Summitnovaadv, he led the financial stability team at a major UK asset management firm.

  • Former Senior Analyst, Bank of England PRA
  • PhD Financial Economics, London School of Economics
  • CFA Charter holder since 2018
  • Author of 15+ peer-reviewed papers on financial stability
  • Consultant to European Banking Authority

"I've seen brilliant analysts struggle because they memorized ratios without understanding business context. My goal is to teach you how financial metrics tell stories about company strategy, management quality, and market positioning."

— Dr. Northbridge

Program Structure

1

Foundation Module (Weeks 1-4)

Master the core ratios and learn to read financial statements like an expert. We'll start with basic liquidity measures and progress to complex solvency assessments. You'll practice with companies from different sectors to understand how business models affect financial structure.

2

Advanced Analysis (Weeks 5-8)

Dive into industry-specific applications and learn advanced techniques like stress testing and scenario analysis. We'll examine how economic cycles affect different types of businesses and practice identifying early warning signals.

3

Practical Application (Weeks 9-12)

Work on comprehensive case studies and develop your own analytical frameworks. The final project involves a complete financial health assessment of a company you choose, presented to the class for peer review and instructor feedback.

Next Cohort Begins September 2025

Limited to 20 participants to ensure personalized attention and meaningful group discussions. Early application recommended.

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