Investment Analysis Questions Answered

Getting started with investment analysis can feel overwhelming. We've organized the most common questions by learning stage so you can find what matters to you right now.

Questions by Learning Stage

Everyone's at a different point. Here's how we've grouped the questions people ask most often.

Before You Start

  • What background do I need for investment analysis?
  • How long does the program actually take?
  • Can I learn this while working full-time?
  • What equipment or software will I need?
  • Are there prerequisites I should complete first?

During Your Program

  • How do I access course materials and datasets?
  • What happens if I fall behind schedule?
  • Can I get feedback on my analysis work?
  • How are practical exercises structured?
  • What support is available when I'm stuck?

After Completion

  • Do you provide certificates or credentials?
  • Can I access materials after finishing?
  • What's included in ongoing support?
  • Are there advanced topics I can explore?
  • How do updates to content work?

Program Options Comparison

We offer different learning paths depending on your time commitment and goals. Here's what each includes.

Feature
Foundation
Applied
Advanced
Core Analysis Concepts
Full
Full
Full
Real Dataset Practice
Basic
Full
Full
Industry Case Studies
None
Selected
Full
Portfolio Analysis Tools
None
Full
Full
Mentor Feedback Sessions
None
Monthly
Weekly
Advanced Risk Modeling
None
None
Full

Common Technical Questions

What software will I need to install?
Most of our analysis work uses spreadsheet tools and basic statistical software. We'll walk you through setup in the first week. You don't need expensive professional software to start.
How much math background is required?
If you remember basic algebra and can work with percentages, you're set. We review statistical concepts as we go, and there's a math refresher module you can access anytime.
Can I work through materials at my own speed?
Absolutely. The content is self-paced with suggested timelines. Some people finish in four months, others take eight. What matters is understanding the material, not rushing through.
What kind of datasets do you use?
We work with publicly available financial data from Canadian and international markets. You'll analyze real company financials, market indices, and economic indicators—not simplified textbook examples.
Is there a community or study group?
We have an active online forum where learners help each other. Many people form informal study groups. It's optional but helpful when you want to discuss concepts with peers.
Student working on investment analysis with financial charts displayed on screen

Meet Your Support Team

These are the people who create content, answer questions, and provide feedback on your work.

Brielle Koskinen, Senior Investment Analyst

Brielle Koskinen

Senior Investment Analyst

Brielle designs our case studies and reviews practical exercises. She spent twelve years analyzing equity portfolios before joining our team in 2023.

Saskia Veld, Program Coordinator

Saskia Veld

Program Coordinator

Saskia handles all the practical questions about schedules, access, and technical setup. She makes sure everything runs smoothly behind the scenes.

Elowen Thorp, Content Developer

Elowen Thorp

Content Developer

Elowen writes and updates course materials. She's constantly refining explanations based on learner feedback and keeps examples current with 2025 market conditions.

Investment analysis resources including financial reports and data visualizations

Additional Resources Available

  • Monthly market analysis webinars with guest analysts
  • Template library for financial modeling and valuation
  • Reading list updated quarterly with current books and papers
  • Practice problem sets with detailed solution walkthroughs
  • Recorded Q&A sessions covering tricky concepts
  • Calculator tools for quick ratio and metric calculations
Browse Study Materials