Learn life-changing skills!

Starts February 1, 2024

Company analysis and portfolio management require an educated and holistic approach, to provide a sound platform for professional endeavour, justified confidence and long term success.

Financial services firms and investment banks are increasingly seeking to harness the latest techniques and knowledge towards this end.

Our 26-week diploma program will teach you proven and powerful techniques for analysing and interpreting company and economic data, to underpin your success as an analyst and investor.

Market legend Ray Dalio recently said “I would consider it intolerable if I couldn’t argue the logic behind any of my decisions.” 

Through our diploma, which is Australia’s ONLY government accredited training in company analysis and portfolio management, you will gain experience with analytical methods and best practices to enable you to effectively argue the logic behind your investment decisions, to secure the job and career you want or to optimise the benefit from your own investments.

Who is it for?

If any of the following describes you, enrolling in our diploma will empower you to achieve your goals:

You wish to gain entry level employment in the financial markets as an analyst or trainee investment manager

You are an accountant, broker, financial planner or similar and you wish to upgrade your skill set while also earning CPD points [Continued Professional Development]

You wish to be a highly knowledgeable and successful, analyst and investor

Your competitive advantage

The jobs market has never been more competitive. For entry level jobs with high appeal there is anywhere from 200 to 2000 applicants.

Every applicant has a degree and many also have an MBA, so that isn’t enough to get you through the door. You need an advantage of some kind in order to stand out.

Our Diploma of Company Analysis and Portfolio Management is exactly the competitive advantage you need to secure your dream job.

The qualification will stand out on your resume because there is nothing else like it available anywhere.

Why? There are two reasons.

First, our Diploma of Company Analysis and Portfolio Management is Australia’s ONLY government accredited training in company analysis and portfolio management.

Second, our diploma is real-world and teaches the skills you need if you wish to impress employers.

To be a highly successful analyst and investor there are four skills required and you will learn all four skills including how to determine company quality, how to determine fair value, how to determine the optimum timing for entries and exits, and how to analyse the economic backdrop to optimise allocation and timing decisions.

What you get

Exclusive Qualification – Our Diploma of Company Analysis and Portfolio Management is one of a kind. There is no other equivalent training available in Australia. Our goal is to provide you with a pathway to employment in the financial markets and to ensure your long term success as an independent analyst and investor.

Top Tier Training – Those who contributed to the creation of our course hold or have held senior positions at the world’s leading investment banks including Macquarie Bank, Morgan Stanley and HSBC.

Online Support – Students have online access to all resources and support. Our programs are available in an environment supportive to all students.

The skills you will gain

Your Diploma of Company Analysis and Portfolio Management includes the four following units:

Economic Analysis

• Economic Indicators
• Stock Market Cycles
• Bond Market Analysis

Portfolio Management

• Portfolio Strategies
• Allocation
• Risk Analysis

One of a kind

Studies show that the overwhelming majority of active investors and traders fail in the endeavours. This includes professional investors.

This reality is due to a major void in the knowledge set of analysts and investment managers, which means investors rely on subjective views rather than empirical data.

The fact is that those with the most data, and the skills to organise and interpret that data, are those who have a genuine competitive edge.

Legend Ray Dalio has said, “Anything is possible. It’s the probabilities that matter. Everything must be weighed in terms of its likelihood. People who can accurately sort probabilities from possibilities are (those most likely to succeed).”

Our curriculum is a one of a kind, life-changing opportunity to learn the specific skills required to become an independent and successful, analyst and investor.

What you will learn

By the time you complete the program, you will be able to:

Determine the current position in the economic cycle

Analyse the bond market to assess economic risk 

Analyse price data to determine the trade or investment risk

Analyse price data using trend and structure analysis

Build a portfolio of companies based on empirical data and objective analysis

Course structure

Our diploma has been designed for online delivery and to allow you to complete the requirements in your own time. The only compulsory attendance are the exams in the final 2 weeks. The goal is to give you a comprehensive and flexible learning experience and true insight into the day-to-day life of a financial markets professional.

Your course is comprised of:

Exams are held online over a 2 week period. Following exams we help you put your new resume together.

Course details

Duration: 26 weeks

Study mode: 100% online

Start date: February 1, 2024

Enrolment fee: $1,800
Course fee: $26,000

Weeks 1 to 20 – content and assignments
Week 21 – revision
Weeks 22 to 23 – exams
Weeks 24 to 25 – job application assistance
Week 26 – second chance exams

“Over my career I’ve had the privilege to work with many high achievers, some with rare and incredible abilities. I rank Paul’s market nous and knowledge up there with the best of them. His training programs in particular are exceptional. I have not seen better.” Craig Bartlett

“Thanks in no small part to Paul and his training I became a professional trader, getting my first job with a top tier investment bank in Sydney, then London and now Hong Kong. Paul’s integrity, skill and training are second to none.” V. Vujacic

“I did my first market training with Paul and went on to work as a trader with Deutsche Bank for 6 years and Macquarie Bank for 12 years. I recommend Paul highly.” David Gelder

Real-world skills

Employers care about what a person can do. For that reason, our curriculum teaches you how to apply what you have learned to real world scenarios.

Our curriculum emphasises the practical skills and abilities needed to be a successful analyst and investor.

The approximate allocation of time is 30% for theory and 70% for the practical application, which is done in real time. In other words, you will see everything you learn applied to the current market.

This is one of the keys to the success of our training with many students commenting on the practical application in a very positive manner.

Career opportunities

Once you have completed your diploma you will have practical skills relevant to the following roles:

Quantitative Trader

Research Analyst

Financial Adviser

Risk Analyst

Independent Investor

Independent Trader

Course curriculum by unit