Building Financial Expertise Through Real-World Application

We don't teach financial modeling from textbooks. Our approach centers on practical skills you'll actually use — whether you're analyzing your first investment opportunity or building complex forecast models for business expansion in 2025 and beyond.

Project-Based Learning Structure

Starting September 2025, our cohorts work through actual case studies drawn from Philippine markets. You'll tackle real scenarios — from startup valuations in Baguio's growing tech sector to investment analysis for regional businesses.

Each module builds on the previous one, but we don't move forward until concepts click. Some groups speed through valuation methods in three weeks. Others need five. That's completely fine.

  • Work with actual financial data from regional companies
  • Build models that reflect Philippine market conditions
  • Receive detailed feedback on your analytical approach
  • Collaborate with peers facing similar learning challenges
  • Access recorded sessions for review at your own pace
Students collaborating on financial modeling project with laptops and documents

Who Guides Your Learning

Our instructors aren't just academics. They've built models for investment firms, advised startups on funding rounds, and continue working in finance while teaching. You get insights from people who still do this work daily.

Portrait of Caspian Velarde, financial modeling instructor

Caspian Velarde

Corporate Finance & Valuation

Spent twelve years analyzing acquisitions for mid-sized companies. Now splits time between consulting work and teaching DCF modeling to students who want practical frameworks rather than theoretical exercises.

Portrait of Dorian Mercado, financial analysis instructor

Dorian Mercado

Financial Analysis & Forecasting

Built financial models for three Philippine startups that successfully raised seed funding. Focuses on teaching scenario analysis and sensitivity testing — the skills that actually help when assumptions change halfway through a project.

Portrait of Evander Tiu, investment modeling instructor

Evander Tiu

Investment Modeling & Risk Assessment

Works as an independent analyst helping small investment groups evaluate opportunities. Teaches students how to build models that communicate risk clearly — because investors need to understand your assumptions, not just your conclusions.

Instructor reviewing financial model on laptop with student Close-up of financial charts and analysis spreadsheet

How Sessions Actually Work

We run small cohorts — usually 12 to 15 participants. Sessions happen twice weekly in the evenings, designed for people balancing work commitments. You'll spend half the time building models together, half reviewing what you've built.

The fall 2025 program runs from September through November. Winter sessions start in January 2026. Both follow the same structure, just with different case studies reflecting seasonal business patterns.

Between sessions, you'll work on your assigned project. Most students spend 4-6 hours weekly on this. Some need more time initially while getting comfortable with Excel functions and financial concepts. That's expected.

Feedback Loops

Submit work-in-progress models for review. Get written feedback within 48 hours pointing out calculation errors, questionable assumptions, or unclear documentation.

Peer Review Sessions

Present your model to small groups. Explain your methodology. Defend your assumptions. This mirrors actual workplace scenarios where you'll need to justify your analysis.

Resource Library

Access templates, example models, and recorded explanations of tricky concepts. Materials stay available after the program ends for future reference.

Office Hours

Schedule one-on-one time when you're stuck on specific problems. Most students use this 2-3 times throughout the program for targeted help.