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iberonexalia

Financial Reporting Mastery Program

Transform your understanding of investor communications through hands-on learning with Australia's financial reporting specialists. Starting September 2025.

What You'll Actually Learn

We focus on real-world application rather than theoretical concepts. Our program covers the essential skills investment professionals need to communicate effectively with stakeholders.

Financial statement analysis for investor presentations
Risk assessment documentation and reporting
Regulatory compliance reporting standards
Executive summary writing for investment committees
Data visualization for financial communications

12-Month Learning Journey

Our structured approach builds expertise progressively, with each phase building on practical skills from the previous modules.

Months 1-3

Foundation & Framework

Begin with fundamental financial reporting principles and regulatory requirements. Learn to read complex financial statements and identify key metrics that matter to investors.

AASB Standards Ratio Analysis Cash Flow Modeling
Months 4-6

Analysis & Interpretation

Develop advanced analytical skills to interpret financial data and communicate findings effectively. Practice creating investor-ready reports with clear, actionable insights.

Trend Analysis Risk Metrics Performance Indicators
Months 7-9

Professional Application

Work on real case studies from Australian companies. Learn to present complex financial information in formats that board members and investment committees actually use.

Case Studies Board Reports Presentation Skills
Months 10-12

Advanced Integration

Complete a capstone project analyzing a publicly listed Australian company. Create comprehensive investor communications package including quarterly reports and annual presentations.

Capstone Project Portfolio Review Industry Mentorship

Ready to Apply?

Our program accepts 24 participants twice yearly. The next cohort begins in September 2025, with applications opening in May. We look for motivated professionals who want to develop specialized expertise in financial communications.

What We're Looking For

Bachelor's degree in finance, accounting, economics, or related field
Two years professional experience in financial services, accounting, or business analysis
Strong written communication skills demonstrated through work samples
Commitment to attend evening sessions twice weekly for 12 months
Access to Excel and basic familiarity with financial modeling
Get Application Details

Reuben Castellanos

Lead Instructor & Program Director

Reuben has spent 15 years creating investor communications for ASX-listed companies. He previously worked as Head of Investor Relations at three Melbourne-based investment firms.

Professional Background

CFA Charter holder
Former Senior Analyst, Perpetual Investments
Published contributor to Financial Review
Guest lecturer, Melbourne Business School