Financial Modeling Mastery Program

Build the analytical skills that drive investment decisions across Canadian capital markets. Our comprehensive program combines theoretical foundations with hands-on experience using real market data.

Start Your Journey

Learn Through Real Market Collaboration

You'll work alongside fellow analysts on live case studies from Canadian public companies. Each cohort tackles actual financial scenarios, building models that mirror what you'd create at RBC Capital Markets or TD Securities.

The magic happens when different perspectives collide. Sarah from accounting brings operational insights while Marcus from engineering questions every assumption. These debates forge better analysts.

Weekly team challenges using TSX-listed companies
Peer review sessions for model validation
Cross-functional project groups
Industry networking events with alumni
Collaborative research on emerging sectors

Your 12-Month Learning Path

Starting September 2025, we'll guide you from Excel basics to sophisticated valuation techniques used by Canada's top investment firms.

Foundation Phase

Months 1-3 • September - November 2025

Master Excel's financial functions and build your first DCF model using Shopify's historical data. Learn to read 10-K filings and understand Canadian GAAP versus IFRS reporting differences.

Valuation Techniques

Months 4-6 • December 2025 - February 2026

Dive into comparable company analysis, precedent transactions, and LBO modeling. Work with real data from Canadian mining and energy sectors, understanding commodity price impacts on valuations.

Advanced Applications

Months 7-9 • March - May 2026

Build Monte Carlo simulations, scenario analysis models, and sector-specific templates. Focus on Canadian banking regulations, REIT modeling, and natural resource valuation methodologies.

Portfolio Project

Months 10-12 • June - August 2026

Complete a comprehensive equity research report on a TSX-listed company of your choice. Present to a panel including working analysts from Canadian investment firms.

What's Happening in Canadian Finance

The modeling techniques you learn today will help you navigate tomorrow's market challenges. We track emerging trends and integrate current developments into our curriculum.

ESG Integration

Canadian pension funds are driving ESG requirements. Learn to incorporate sustainability metrics into traditional valuation frameworks.

Digital Transformation

From Cohere's AI innovations to Nuvei's fintech solutions, understand how to model technology disruption across sectors.

Resource Sector Evolution

Critical minerals and green energy are reshaping Canada's resource economy. Master the modeling approaches for this transition.

Interest Rate Environment

Bank of Canada policy shifts impact every valuation. Learn dynamic modeling techniques that adapt to changing rate cycles.

Learn from Market Practitioners

Our instructors bring real-world experience from Canada's leading financial institutions and investment firms.