Do I need prior experience?

No. Prior experience is not required.

How long does it take to complete?

The typical time taken is 6 to 12 months. A student of average ability who is new to the subject should expect to spend 12 months completing the diploma. Students who are more capable, experienced in the market, and who immerse themselves, can finish within 6 months.

Can I complete the diploma while working or studying?

Yes, you can complete the diploma while also completing a degree, or while working full time. You work on the diploma at times that are convenient for you, and proceed at the pace that suits you.

Is the diploma fully online?

Yes. Both the diploma and the assessment questions and tasks are completed online.

What support do I receive?

When you require assistance, our experienced and fully qualified Australian trainers are available to assist.

What assessments are involved?

There are no exams. Assessments are based on questions and tasks spread throughout the diploma.

Financial Markets Institute of Australia

Accredited. Online. Real World.

Diploma of Company Analysis and Portfolio Management

Our government accredited Diploma of Company Analysis and Portfolio Management is for anyone who wishes to learn the detail and nuance of proven investment strategies, including professionals and school leavers.

We provide practical, real world training, using current data.

For your convenience, our diploma is 100% online, so our students can be based anywhere in the world.

Subjects covered are company analysis, value analysis, quality analysis, quantitative analysis, economic analysis and portfolio management.

Enrol now to start August 22 with our next intake of students!

Why study with FMI?

One of a Kind – Our diploma is Australia’s ONLY undergraduate diploma in company analysis and portfolio management. It is also Australia’s most comprehensive, real world training available in these subjects.

Top Tier Training – Our diploma was created by experienced market professionals, most of whom hold or have held senior positions at the world’s leading investment banks .

Online Support – Students have online access to all resources, in an environment supportive of all students.

Scholarships – Apply Now!

Corporate sponsored scholarships are available for our November 2024 intake. Numeracy skills are essential. Excel skills are also an advantage.

Email admin@fmi.edu.au for more information.

You can finish the first of the four units before the end of the year, after which we will help you secure job interviews for early 2025.

Scholarship students start Unit 1 (Value Analysis) on November 11.

Financial Advisers – Your Benefits

CPD Points – The first benefit of our diploma for financial advisers are the Continuous Professional Development (CPD) points you will earn.

Knowledge – Do you know the best performing stock picking strategies and when they should be used? Do you know how to calculate the fair or economic value of a company using a discounted cash flow model? Do you take on board macro inputs? Do you know the optimum number of companies to hold, and the risk profile of different portfolio allocation decisions? Do you know the best stocks from a value perspective, from a portfolio perspective, based on momentum, or based on income? Do you know the number one quantitative income strategy? You will know all this and much more after completing our diploma.

Tax Deduction – The diploma is a deductible item if you are a financial adviser earning CPD points.

School Leavers – Your Benefits

Time … Macquarie Group, Goldman Sachs and other leading employers no longer require a degree. What they want instead are practical skills and knowledge, which you can attain in just 6 months in our diploma.

Cost … Because our diploma can be finished in just 6 months, you can earn $400,000 or even more before your classmates even finish their degrees. To choose a degree is to forgo that income.

Outcome … Our diploma is practical, immersive and real world, and uses current data throughout, which means you are functioning as a professional securities analyst and portfolio manager on graduating, and ready to hit the ground running in a trainee professional role in an investment bank, hedge fund or family office after just 6 months.

2024 school leavers start Unit 1 (Value Analysis) on November 11.

Portfolio Managers

Whether you are a professional portfolio manager or managing your Self Managed Super Fund (SMSF), if you are looking for a circuit breaker to improve performance, our diploma will provide exactly that.

Even experienced and knowledgeable portfolio managers will derive a benefit to more than justify the expense. As you already know, small changes can have a material impact on results.

Tax Deduction – The diploma is a tax deductible item for professionals. Find out if you qualify by checking with your tax adviser.

Feedback from our Students

“I’m feeling incredibly motivated and excited about the future. The course exceeded my expectations in every way. It has given me a deeper understanding of important company fundamentals. The best part was engaging with Paul and learning from his extensive real-world experience.” JM

“I am thrilled to be finished. My favourite part was learning how to identify high quality companies. I am now confident reading through a company’s financial statements. I’d certainly recommend the course to others.” RJ

“I’m feeling really good. I am extremely grateful for the knowledge I have gained. I feel a lot more confident reading financial reports. The best part is that it is real-world. Paul was always available to answer questions which was extremely helpful as well. The course exceeded my expectations. I would definitely recommend the diploma to others.” LZ

Enrolment and Course Information

Our next intake starts August 22. Register here for all the details.

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Frequently Asked Questions