Build Your Financial Foundation Through Structured Analysis

We teach practical approaches to understanding money flows, expense patterns, and stability metrics. Our autumn 2025 program starts with basic concepts and progresses to comprehensive analysis techniques.

18 weeks of focused learning
72 hours of instruction
6 practical case studies
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Three Core Areas We Cover

Most people struggle with financial analysis because they don't have a clear framework. We break down complex topics into digestible segments that build on each other systematically.

Cash Flow Mapping

Learn to track where money actually goes each month. We use real transaction data to show patterns you might miss. Students typically discover spending categories they had completely overlooked.

Stability Indicators

Beyond just tracking expenses, we teach you to calculate meaningful ratios that signal financial health. This includes emergency fund adequacy, debt service coverage, and expense volatility measures.

Scenario Planning

What happens if income drops by 30%? Or if unexpected expenses hit? We walk through building contingency models that help you prepare for various situations without panic.

Financial analysis workspace with documentation and planning materials

Why Traditional Budgeting Often Fails

Most budgeting advice tells you to cut expenses and save more. That rarely works long-term because it doesn't address underlying patterns or behavioral triggers.

  • We start by analyzing your actual spending over 3-6 months
  • Identify patterns rather than imposing arbitrary restrictions
  • Build systems that work with your lifestyle, not against it
  • Focus on sustainable changes that compound over time

Our September 2025 cohort will work through real anonymized case studies from Taiwan households, examining common challenges like irregular income, family obligations, and housing cost pressures specific to this market.

How The Learning Journey Unfolds

We structure the program in four distinct phases. Each builds on previous work, so you're never overwhelmed but consistently challenged to apply what you've learned.

Weeks 1-4

Foundation & Data Collection

You'll set up tracking systems and begin gathering your financial data. We cover basic accounting principles and introduce the concept of financial statements for personal use. Most students find this eye-opening because they've never seen their finances in statement form.

Weeks 5-9

Pattern Recognition & Analysis

Now we dig into what your data reveals. You'll learn to calculate key ratios, identify spending triggers, and spot trends. This phase includes guided exercises where you analyze sample datasets before applying techniques to your own situation.

Weeks 10-14

Strategy Development

Based on your analysis, we work on building practical improvement strategies. This isn't about generic advice but specific actions tailored to what your data shows. Students develop personalized action plans with measurable milestones.

Weeks 15-18

Implementation & Adjustment

The final phase focuses on putting plans into action and learning to adapt as circumstances change. We cover common obstacles and troubleshooting techniques. You'll present a case study analysis demonstrating the full framework in action.

Financial education classroom environment
One-on-one financial consultation session
Group discussion about financial planning strategies

Learn From Practitioners Who've Been There

Our instructors aren't just academics. They've worked through their own financial challenges and helped others do the same. That practical experience shapes how they teach.

Instructor portrait

Astrid Vangberg

Financial Analysis Instructor

Spent 12 years in corporate finance before transitioning to education. Specializes in making complex ratios understandable through visual methods.

Instructor portrait

Mireia Kokkinos

Behavioral Finance Specialist

Focuses on why we make certain financial decisions and how to build better habits. Her background includes consulting for small business owners on cash flow management.

Two Ways To Engage With This Material

We offer flexibility because people learn differently and have varying time commitments. Both paths cover the same core content but with different pacing and interaction levels.

Structured Cohort Program

Join our autumn 2025 cohort starting September 15th. This includes live sessions twice weekly, group discussions, and direct instructor feedback on your work.

  • 36 live instruction sessions over 18 weeks
  • Small group size limited to 25 participants
  • Weekly office hours for individual questions
  • Peer review of case study analyses
  • Access to course materials for 12 months after completion
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Self-Paced Study Track

Access all course materials and work through them on your own timeline. Better suited for those with unpredictable schedules or who prefer independent learning.

  • Complete 72-hour curriculum at your own pace
  • Video recordings of all instruction modules
  • Written guides and exercise workbooks
  • Monthly Q&A sessions with instructors
  • 12-month access to materials and community forum
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Ready To Take Control Of Your Financial Picture?

Our next cohort begins September 2025. Early registration opens May 1st with limited spots available for the structured program.

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