Investment Analysis Study Materials

Build your financial expertise with carefully structured resources that walk you through investment fundamentals. We've organized everything from basic concepts to advanced analysis techniques so you can learn at your own pace.

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Core Resource Library

Our materials cover the practical side of investment analysis. Each resource builds on the previous one, but you can jump around based on what you need to focus on right now.

Financial statement analysis worksheets and examples

Statement Analysis Guides

Learn to read balance sheets and income statements without getting lost in accounting jargon. Includes real company examples from 2024.

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Market research tools and valuation frameworks

Valuation Frameworks

Different approaches to figuring out what a company is actually worth. We break down DCF, comparables, and multiples analysis step by step.

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Risk assessment methodologies and case studies

Risk Assessment Tools

Practical methods for spotting red flags and understanding different types of investment risk. Includes Canadian market scenarios.

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How to Use These Materials

Most people find it helpful to work through things in sequence, but you're not locked into any particular order. Here's what we've found works well for most learners.

1

Start with Fundamentals

Spend time understanding basic financial metrics and terminology. The statement analysis guides are a solid starting point. Most people spend two to three weeks here before moving forward.

2

Practice with Real Examples

We've included case studies from actual Canadian companies. Work through these to see how concepts apply in practice. It's messier than theory, which is exactly the point.

3

Build Your Own Analysis

Choose a company that interests you and apply what you've learned. This is where things click. You'll probably mess up your first attempt, and that's completely normal.

4

Review and Refine

Come back to earlier materials with fresh eyes. You'll notice things you missed the first time. That's when you know the concepts are actually sinking in.

Gareth Thistlewood investment analysis instructor

Gareth Thistlewood

Former equity analyst who spent twelve years evaluating mid-cap companies. Now focuses on teaching practical analysis methods.

Available for material questions
Siobhan Kierzek financial markets specialist

Siobhan Kierzek

Worked in portfolio management for eight years. Specializes in risk assessment and portfolio construction principles.

Provides case study feedback

Getting Help When You Need It

Self-study doesn't mean you're on your own. Both Gareth and Siobhan review questions submitted through our platform. Response time is usually within 48 hours during weekdays.

They focus on helping you understand concepts rather than just giving answers. Expect follow-up questions that push you to think through problems yourself.

  • Written feedback on your analysis assignments
  • Clarification on confusing concepts or methods
  • Guidance on which resources to tackle next
  • Suggestions for additional practice areas
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