Master Financial Analysis for Real Investment Decisions
Build expertise that matters in today's volatile markets
Investment professionals in the Philippines face unique challenges. Currency fluctuations, emerging market dynamics, and regulatory changes demand analytical skills that go beyond textbook theory. We focus on practical methods that work when markets get messy.
Explore Learning Program
What Sets Our Approach Apart
Market Reality Focus
We teach analysis methods using actual Philippine market conditions. Students work with peso-denominated assets, local regulatory frameworks, and regional economic factors that textbooks often overlook.
Practical Case Studies
Every technique comes with real examples from recent market events. Learn how experienced analysts navigated the 2024 emerging market volatility and adjusted their models for local conditions.
Small Group Learning
Classes limited to 12 participants ensure personalized feedback. Work through complex valuation problems with direct access to instructors who've managed institutional portfolios in Southeast Asian markets.
Industry Connections
Our instructor network includes active portfolio managers, research analysts, and risk management professionals currently working with Philippine equities and fixed income securities.
Learning Through Real Market Analysis
Instead of hypothetical scenarios, students analyze current market conditions using professional-grade tools and methodologies. Recent cohorts examined the impact of BSP policy changes on banking sector valuations and worked through currency hedging strategies for international equity exposure.
Each program includes access to Bloomberg Terminal training, Philippine stock exchange data, and proprietary analytical frameworks developed specifically for emerging market contexts.
Dimitri Kavanaugh
Senior Financial Analyst
Individual Expertise Approach
Dimitri spent eight years managing emerging market portfolios before transitioning to education. His expertise in Philippine equity research and fixed income analysis comes from actual experience navigating market downturns and identifying undervalued opportunities in volatile conditions.
Rather than generic training, students benefit from learning methodologies that proved effective during real market stress. This includes practical approaches to sector analysis, currency risk assessment, and portfolio construction that work within local regulatory constraints.
The program emphasizes developing analytical judgment alongside technical skills. Students learn when standard models break down and how experienced analysts adapt their approach to changing market conditions.
Our Learning Methodology
Foundation Assessment
We evaluate your current analytical skills and identify specific areas for development. This isn't about testing existing knowledge but understanding how you currently approach investment decisions.
Market Context Learning
Learn analytical frameworks while working with Philippine market data. Students develop familiarity with local market structure, regulatory environment, and economic factors that influence investment decisions.
Applied Analysis Projects
Work through comprehensive analysis projects using real company data. These projects mirror the type of research investment professionals conduct when evaluating potential investments.
Professional Integration
Final phase focuses on integrating new analytical skills into your current professional context. We help you apply learning to actual investment decisions and research processes.
Detailed Project Analyses
Learn from comprehensive case studies that demonstrate how analytical methods apply to real investment situations
Banking Sector Valuation During Rate Changes
Complete analysis of Philippine banking stocks during 2024 BSP policy adjustments. Students learn how interest rate changes affect bank profitability models and when traditional P/E ratios become misleading indicators.
Currency Risk in Portfolio Construction
Practical approach to managing peso exposure in diversified portfolios. This case study examines hedging costs, correlation analysis, and how currency movements affected actual portfolio performance during recent market volatility.
Ready to Strengthen Your Analytical Skills?
Next cohort begins September 2025. Limited to 12 participants to ensure personalized instruction and meaningful interaction with experienced practitioners.