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Investor Education

Graham has spent his entire career in the financial markets, both as an analyst and a portfolio manager, and is passionate about helping others to achieve their financial goals.


Contact us today to gain access to Graham's Introduction to Financial Statement Analysis course. These lessons  will be tailored according to your own personal level of proficiency and your own learning outcomes.


Topics for the Introduction to Financial Statement Analysis course include:

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Financial Ratios
  • Accounting Red Flags

Please note that this course is entirely educational in nature and does not constitute investment advice.

Our Team

Graham Neary, CFA

Graham has almost a decade of investment experience, holding a variety of analytical and portfolio management roles.


He is a CFA Charterholder and holds an audited, FTSE-beating investment track record. Other qualifications include the IMC (Investment Management Certificate) and the STA Diploma in Technical Analysis.

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