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Financial Analysis Fundamentals

Build genuine analytical skills through practical application

This isn't about formulas you'll forget. We focus on how to actually read financial statements, spot patterns that matter, and make decisions based on what the numbers are really telling you. You'll work through real scenarios from Taiwan's business environment and build the confidence to analyze financial health independently.

Learn More About Starting

How the Program Works

We've structured this to fit around working schedules. Most participants are already employed and need something they can actually complete without burning out.

Foundation Period (Weeks 1-4)

Start with balance sheets and income statements. You'll learn what each line actually means and why certain numbers connect to others. We use real company filings from public records, so you see how this information appears in practice.

Analysis Skills (Weeks 5-10)

This is where ratios and trend analysis come in. But instead of memorizing formulas, you'll work through case studies that show when certain metrics matter and when they don't. Context is everything in financial analysis.

Application Work (Weeks 11-16)

You'll complete a full financial analysis project using data from an actual business. This becomes part of your portfolio and demonstrates you can do this work independently.

Financial analysis workshop session with participants reviewing business statements

What You'll Actually Be Able to Do

These are the practical capabilities you develop through the program. Not theoretical knowledge, but skills you can apply immediately.

Read Financial Statements

Understand what balance sheets, income statements, and cash flow reports are actually saying about a business's health.

Identify Trends

Spot patterns across quarters and years that reveal whether a company is strengthening or facing challenges.

Calculate Key Ratios

Know which financial ratios matter for different situations and what the numbers mean in real business terms.

Compare Companies

Evaluate multiple businesses side by side using consistent analytical methods to make informed comparisons.

Write Clear Analysis

Communicate findings in straightforward language that non-financial stakeholders can understand and act on.

Make Data-Based Decisions

Use financial information to support business decisions with concrete evidence rather than assumptions.

What Past Participants Say

These are recent graduates who completed the program in 2024 and early 2025.

I work in operations and always felt lost when finance discussions came up in meetings. After finishing this program, I can actually follow what's being discussed and contribute meaningfully. The case studies using Taiwan companies made it much easier to relate to.

Briar Thistlewood
Briar Thistlewood
Operations Manager

The program delivered exactly what it promised. I can now review quarterly reports from our suppliers and understand their financial stability. That's directly useful in my purchasing role. The instructors knew their material and answered questions with real examples.

Saskia Vanderhelm
Saskia Vanderhelm
Procurement Specialist

Next Program Details

The autumn 2025 session starts in September. We keep groups small so everyone gets individual feedback on their analysis work.

Start Date
September 8, 2025
Duration
16 Weeks
Schedule
Tuesday & Thursday Evenings
Format
In-Person in New Taipei City
Classes meet from 7:00 PM to 9:00 PM. You should expect to spend about 4-6 hours per week on coursework outside of class time. Most of that is practicing analysis techniques and working on your project.