Starting Your Financial Analysis Journey

Look, financial analysis isn't something you just dive into. We've seen people rush in without understanding what they're getting into, and it usually doesn't end well.

Before you commit time and energy to learning this field, there are some honest conversations we need to have. The landscape has changed quite a bit since 2024, and what worked five years ago might not be relevant anymore.

Think of this as your reality check. Not the pessimistic kind, but the practical one that helps you make smart decisions about your learning path.

Financial analysis workspace with charts and data

What You Actually Need First

These aren't suggestions. They're the foundation blocks that separate people who succeed from those who struggle.

Numerical Comfort

You don't need a maths degree, but numbers can't make you anxious. If spreadsheets intimidate you or percentages confuse you, that's your starting point. Financial analysis lives in Excel and similar tools.

Critical Thinking

Here's what matters most: can you question data? Can you spot when something doesn't add up? We're not looking for genius-level insights, just the ability to think beyond surface numbers.

Patience With Details

Financial work means checking things twice. Sometimes three times. If you're someone who rushes through tasks or gets bored with precision work, this might frustrate you more than you'd expect.

Business Curiosity

You need to actually care about how companies work. Not in a theoretical way, but genuine interest in why businesses succeed or fail. This curiosity drives everything else you'll learn.

Time Commitment

Let's be blunt: learning financial analysis properly takes months, not weeks. And that's with consistent effort. If you can't commit at least 10 hours weekly through late 2025 and into 2026, you might want to reconsider timing.

Professional English

Most financial resources are in English. Reports, software, industry discussions. You need reading comprehension good enough to understand complex business writing without constantly reaching for translation tools.

The Learning Path Nobody Talks About

Everyone shows you the glossy outcome. Here's what actually happens when you're learning financial analysis, broken down by what you'll face month by month.

1

First Two Months: Fighting Your Own Assumptions

You'll think you understand balance sheets after week one. You don't. This phase is humbling because everything seems simple until you try to apply it to real company data.

  • Basic accounting principles feel straightforward in theory, messy in practice
  • Financial statements start making sense, then don't, then slowly do again
  • You'll make embarrassing mistakes with ratios and formulas
  • Most people consider quitting around week five
2

Months Three to Five: Building Actual Skills

This is where it clicks. Not everything at once, but enough that you start feeling competent. You can read an annual report without getting lost halfway through.

  • Financial modelling starts feeling natural rather than forced
  • You begin recognizing patterns across different companies
  • Excel becomes a tool you use without thinking about it
  • Industry-specific analysis makes sense in context
3

Month Six Onwards: Real Application

By mid-2026, if you've stuck with it, you're doing actual analysis. Not perfect analysis, but legitimate work that adds value. You're spotting things in financial statements that others miss.

  • You can evaluate company health with reasonable confidence
  • Creating forecasts and projections becomes routine work
  • Understanding market trends and their financial impact
  • Building analysis reports that people actually trust
Freja Lindqvist, Lead Financial Instructor

Freja Lindqvist

Lead Financial Instructor

I've been teaching financial analysis since 2019, and I tell every new group the same thing: half of success is knowing what you're signing up for.

The students who do well aren't necessarily the smartest ones. They're the ones who understood from day one that this takes sustained effort, made peace with that reality, and showed up consistently anyway.

If you're reading this in 2025 thinking about starting later this year or early 2026, you're already ahead because you're doing research first. That's the mindset that actually succeeds in this field.

Ready to Get Started Properly?

Our next comprehensive programme begins in September 2025, with preparation materials available from July. We take a limited group to ensure everyone gets proper attention.