Learn life changing skills!

Our government accredited and nationally recognised Diploma of Company Analysis and Portfolio Management (NAT110099) is delivered online and is for anyone wishing to begin or advance their career in the financial markets or investment management.

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 secure the career you want, and to optimise the lifetime benefit from your own investments.

Diploma versus Degree

Is it your goal to work at a prestigious investment bank like Macquarie Bank, Morgan Stanley or Goldman Sachs?

If you answered yes, there is something very important you need to know … a degree is no longer required!

It was once impossible to get a great trainee role without a degree, but that is no longer the case.

On November 1, 2022 the AFR published an article about Macquarie Bank hiring a teenager with no degree for a trainee professional role.

Goldman Sachs is currently advertising an entry level, trainee role in asset management. There is no mention of a degree being required, but they do require applicants have practical knowledge and skills.

In our Diploma of Company Analysis and Portfolio Management you will learn the skills required to impress leading employers such as Macquarie Group and Goldman Sachs.

Why spend 3 years at university when you can hit the ground running in 6 months?

Why delay earning an income for 3 years when you can be doing so in 6 months?

Why spend up to 4 times the cost for a degree that is inferior in every respect?

During our 26 week diploma you will learn proven and powerful techniques for analysing and interpreting company and economic data, to provide you with the competitive edge you need in the job market, and to underpin your long term success as an analyst and investor.

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, but 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, Mizuho, HSBC, Citibank, Bankers Trust, Société Générale, National Australia Bank and more.

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:

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 their endeavors. 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 is for the assessments. 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:

Practical application of the concepts provides real world insight, training and education.

Course details

Duration: 26 weeks

Study mode: 100% online

Start date: February 1, 2024

Weeks 1 to 24 – content plus assessments
Weeks 25 to 26 – job application assistance

Enrolment fee: $1,500
Course fee: $26,000 (4 payments of $6,500)
Total cost: $27,500 Australian dollars

Online resources supplied by us:
Student workbooks, videos, assessment workbooks

Resources you will need to supply for yourself:
Your computer, internet access, Microsoft Excel

“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.” C. 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.” D. 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 50% for theory and 50% 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