Investment Evaluation Mastery

Build the analytical skills that separate successful investors from the crowd through proven evaluation methodologies and real-world case studies

Start Your Journey

Learn How You Learn Best

Every person processes financial information differently. Some need to see the numbers, others prefer real case studies, and many learn through hands-on practice. Our program adapts to match your natural learning style.

Visual Analysis

Interactive charts, graphs, and visual models that make complex financial data instantly understandable

Case-Based Learning

Real investment scenarios from Canadian markets with detailed breakdowns of decision-making processes

Practice Portfolios

Build and evaluate mock portfolios using current market data with immediate feedback

Flexible Scheduling

Evening sessions, weekend workshops, or self-paced modules that fit your work and family commitments

Investment evaluation learning environment with multiple screens showing financial analysis tools and real-time market data

Find Your Path Forward

Not sure where to start? Our guided assessment helps you identify the right learning track based on your current knowledge, goals, and available time.

1

Current Experience

We assess your existing knowledge of financial markets, investment types, and analysis tools to customize your starting point

2

Learning Goals

Whether you're planning personal investments or considering a career change, we tailor content to your specific objectives

3

Time Commitment

From intensive weekend workshops to gradual evening sessions, we match the program pace to your realistic availability

Comprehensive Support System

Learning investment evaluation isn't just about memorizing formulas. You need ongoing support, practical feedback, and access to current market insights that textbooks can't provide.

  • Weekly office hours with practicing investment analysts
  • Peer study groups organized by experience level and schedule
  • Access to professional-grade analysis software during the program
  • Monthly guest speakers from Canadian investment firms
  • Career transition guidance for those changing fields
  • Alumni network connections across major Canadian financial centers
Senior investment analyst and program instructor with over 15 years of experience in Canadian financial markets

Rebecca Thornfield

Lead Program Instructor

"I've seen too many capable people struggle with investment decisions simply because they never learned a structured approach to evaluation. This program fixes that."

Your Learning Journey

A structured 16-week program that builds from fundamental concepts to advanced evaluation techniques, starting September 2025

1

Foundation Phase

Market fundamentals, financial statements, and basic valuation principles

Weeks 1-4

2

Analysis Tools

Ratio analysis, cash flow evaluation, and risk assessment methodologies

Weeks 5-8

3

Advanced Techniques

Sector-specific evaluation, alternative investments, and portfolio theory

Weeks 9-12

4

Practical Application

Capstone project with real market analysis and peer review process

Weeks 13-16

Ready to Get Started?

We're currently accepting applications for our Fall 2025 cohort. Class size is limited to ensure personalized attention and meaningful peer interaction.

Program Start: September 15, 2025
Application Deadline: August 1, 2025
Class Size: Maximum 24 participants
Format: Hybrid - In-person in Nanaimo + Online sessions
Program coordinator Sarah Chen discussing investment evaluation curriculum with prospective students during information session Apply Now