Build Financial Plans That Actually Work
Our nine-month program teaches you how to create business plans that help companies make better decisions. You'll work with real businesses and learn from people who've spent years doing this work.
What You'll Actually Learn
We break down financial planning into manageable chunks. Each module builds on what came before, so you're never lost or overwhelmed.
Reading Financial Statements
Start with the basics. Learn how to read balance sheets, income statements, and cash flow reports without getting confused by jargon.
- Understanding what numbers actually mean
- Spotting red flags in reports
- Finding patterns in historical data
- Building confidence with spreadsheets
Forecasting Revenue
Revenue forecasting is part art, part science. We'll show you methods that work for different types of businesses.
- Building realistic growth models
- Adjusting for seasonal changes
- Working with incomplete information
- Testing your assumptions
Cost Structure Analysis
Understanding costs helps businesses make smarter choices. You'll learn how to break down expenses and find opportunities for improvement.
- Fixed versus variable costs
- Break-even analysis
- Pricing decisions that make sense
- Finding cost-saving opportunities
Capital Planning
Big purchases and investments need careful planning. Learn how to evaluate options and present recommendations clearly.
- Evaluating investment opportunities
- Calculating return on investment
- Managing cash requirements
- Creating funding strategies
Scenario Planning
Things rarely go exactly as planned. Build multiple scenarios so businesses can prepare for different outcomes.
- Creating best and worst case scenarios
- Stress testing your plans
- Building flexibility into forecasts
- Communicating uncertainty clearly
Presenting to Stakeholders
Your analysis only matters if people understand it. Learn how to present complex information in ways that make sense to different audiences.
- Building clear presentations
- Answering tough questions
- Adapting to your audience
- Using visuals effectively
Learn From People Who've Done This Work
Our instructors have built financial plans for businesses across Australia. They know what works and what doesn't.
Miles Rutherford
Lead InstructorMiles spent twelve years working with manufacturing businesses in regional Victoria. He breaks down complex concepts without talking down to anyone.
Drake Callahan
Senior AdvisorDrake works with retail and hospitality clients. He's particularly good at helping students understand cash flow challenges that seasonal businesses face.
Reuben Frost
Workshop CoordinatorReuben focuses on practical application. He brings real case studies from his consulting work and helps students apply what they're learning.
Skills You'll Build
By the end of the program, you'll have practical skills you can use right away. Most graduates say they feel prepared to handle financial planning projects independently.
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Build Complete Financial Models
Create three-year forecasts that account for growth, costs, and cash flow. You'll learn to build models that business owners can actually use.
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Analyze Business Performance
Look at financial statements and identify what's working and what needs attention. Understand the story behind the numbers.
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Present Financial Information
Explain your analysis clearly to people who aren't finance experts. Make recommendations they can understand and act on.
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Handle Real Projects
Work through actual business planning scenarios. You'll practice with case studies based on real Australian companies.
September 2025 Program
Applications open in May 2025 for our autumn intake. Classes begin September 8th and run through May 2026.
Sessions held Tuesday and Thursday evenings, 6:30 PM - 9:00 PM
Limited to 24 participants per intake. Spots filled on a first-come basis once applications open.