Building Better Financial Analysts Since 2019
We started in a cramped office in Banqiao with one belief — that financial modeling should be taught by people who actually build models, not just theory. Six years later, we're still here, teaching real skills to real analysts.
How This Started
Back in 2019, our founder Marcus Chen was consulting for mid-sized firms across Taiwan. Same problem kept popping up — smart analysts who couldn't translate business questions into working models.
The issue wasn't intelligence. It was training. Most courses taught Excel functions but skipped the thinking part. How do you structure a three-statement model when the data's messy? What assumptions matter versus which ones are just noise?
So we started weekend workshops. Twelve people in a borrowed conference room. By 2021, we had a waiting list and moved to our current space in New Taipei City. Still small, still focused on the same thing — teaching analysts to think through problems, not just copy templates.
What Changed for Our Students
From Template Copying to Problem Solving
Vivian joined us in early 2024 after three years at a bank. Could run DCF models fine — until the inputs didn't match her template. We spent eight weeks working through edge cases. Now she builds custom models for merger evaluations without looking up formulas.
From Theory to Real Application
Derek knew the textbook definitions of working capital cycles but couldn't explain why his retail client's model kept breaking. Turns out, seasonal businesses need different assumptions. After working through five industry-specific cases, he can now adapt models to sector quirks.
From Manual Work to Strategic Thinking
Sophie spent hours updating monthly reports manually. We showed her how to structure data flows and automate updates. Freed up twenty hours per month. She now focuses on variance analysis and business recommendations instead of copy-paste work.
Who Teaches Here
Our instructors still work as analysts or consultants. They teach the methods they actually use, including the parts that don't work perfectly and why.
Marcus Chen
Lead Instructor
Twelve years building financial models for M&A deals. Started this program because he got tired of fixing broken models from new hires. Teaches Tuesday and Thursday evenings.
Rachel Liu
Senior Analyst Instructor
Spent eight years at Big Four doing valuations. Handles our advanced modeling courses and scenario planning workshops. Known for explaining complex concepts without jargon.
Our Teaching Method
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Real Cases, Not Sanitized Examples
We use actual anonymized projects with incomplete data and conflicting assumptions. You'll learn to work with what you have, not what the textbook provides.
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Build First, Optimize Later
Get a working model done, then improve it. Too many analysts get stuck perfecting row one while deadlines approach. We teach practical prioritization.
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Cohort Learning
Groups of 8-12 analysts work through problems together. Different industries, different backgrounds. You'll see how others approach the same challenge differently.
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Office Hours That Matter
Bring your actual work problems. We'll work through them together. Some of our best teaching moments happen when someone brings a model that's completely stuck.
Next Cohort Starts September 2025
We run three twelve-week sessions per year. Small groups, real problems, practical skills. If you're an analyst who wants to build better models — not just prettier spreadsheets — let's talk.
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