Financial Progress Measurement Programs
Track what matters. Our structured programs help Australian professionals measure financial progress with clarity and confidence through practical frameworks that actually work in real-world scenarios.
How We Approach Financial Measurement
Most finance education throws formulas at you and hopes they stick. We've taken a different route after watching too many professionals struggle with abstract concepts that don't translate to their actual financial situations.
Our curriculum builds from foundational tracking principles through increasingly sophisticated measurement techniques. You start with basic income-expense monitoring and gradually move into portfolio analytics, net worth trends, and goal progression tracking.
Start with your current financial picture—no prerequisites about where you should be
Learn measurement frameworks through hands-on application with your own data
Develop custom tracking systems that match your specific financial goals and lifestyle
Build competency through regular review sessions and progressive skill development
What You'll Actually Learn
Eight focused modules that build practical measurement skills. Each module combines theory with application, ensuring you understand not just the how but the why behind effective financial tracking.
Foundation Metrics
Establish baseline tracking for income, expenses, and cash flow patterns across different account types.
- Cash flow categorization
- Expense trend analysis
- Income stability metrics
Net Worth Tracking
Build comprehensive net worth statements that capture assets, liabilities, and equity positions accurately.
- Asset valuation methods
- Liability assessment
- Monthly comparison frameworks
Savings Rate Analysis
Calculate and monitor savings rates across different timeframes to understand accumulation patterns.
- Multiple rate calculations
- Seasonal adjustment techniques
- Benchmark comparisons
Investment Performance
Measure portfolio returns, risk metrics, and allocation effectiveness using standard industry methods.
- Time-weighted returns
- Risk-adjusted performance
- Asset allocation tracking
Debt Management Metrics
Monitor debt reduction progress, interest costs, and payoff trajectories across multiple obligations.
- Debt-to-income ratios
- Payoff timeline projections
- Interest expense tracking
Goal Progress Tracking
Develop measurement frameworks for specific financial objectives with milestone tracking and adjustment protocols.
- Goal quantification methods
- Progress visualization
- Timeline adjustment strategies
Tax Efficiency Metrics
Track tax-related financial decisions and measure their impact on overall financial progress.
- Effective tax rate calculation
- Deduction optimization tracking
- Tax-advantaged account monitoring
Comprehensive Dashboards
Build integrated measurement systems that present key metrics in actionable, easy-to-review formats.
- Dashboard design principles
- Metric prioritization
- Automated update systems
Who You'll Learn From
Our instructors bring decades of combined experience in financial analysis, measurement system design, and practical application. They've built tracking frameworks for individuals, families, and small businesses across Australia.
Jaroslav Koskinen
Jaroslav spent fifteen years in corporate finance before switching to education. He developed measurement systems for three ASX-listed companies and now focuses on teaching those same principles to individuals. His approach emphasizes practical application over theoretical perfection.
Siobhan Leclerc
Siobhan teaches the investment performance modules, drawing from her background in portfolio management and risk analysis. She makes complex performance metrics accessible without dumbing them down.
Astrid Bergquist
Astrid covers the foundation modules and specializes in helping students build sustainable tracking habits. Her background in behavioral finance informs her practical, habit-focused teaching approach.
Program Enrollment Options
We run cohorts twice annually—autumn and spring intakes—with limited enrollment to maintain our student-to-instructor ratio. Next cohort begins September 2025.
Full Program Track
Complete all eight modules over 18 months with continuous instructor support and cohort collaboration.
- 240+ hours of structured learning
- Bi-weekly live sessions with instructors
- Access to all course materials and updates
- Cohort discussion forums and peer review
- Final capstone project with personalized feedback
Modular Enrollment
Take individual modules based on your specific needs and current skill level. Build your curriculum at your own pace.
- Choose from any of the eight modules
- Flexible scheduling within cohort timeframes
- Option to upgrade to full program later
- Module-specific completion certificates
- Access to relevant learning materials