Building Financial Excellence Since 2019
What started as a small group of finance professionals sharing knowledge has grown into Taiwan's trusted resource for financial modeling education. We've spent six years refining our approach, learning what actually works in the real world of corporate finance.
Our Journey Through Time
From humble beginnings to becoming a cornerstone of financial education in Taiwan
Founded with a Simple Mission
Three finance professionals from different banks noticed the same problem everywhere — brilliant analysts struggling with inconsistent modeling techniques. We started meeting in a small Taichung office, creating standardized approaches that actually made sense in practice.
Adapting to New Realities
The pandemic forced us to rethink everything. Instead of just moving online, we rebuilt our entire curriculum from scratch. Celeste Thorne joined us during this period, bringing fresh perspectives from her years at international investment firms. Her expertise in complex derivatives modeling became a cornerstone of our advanced programs.
Industry Recognition
Major Taiwan corporations started asking us to train their finance teams. This wasn't just about basic modeling anymore — we were developing custom programs for specific industries, from semiconductors to traditional manufacturing. Each partnership taught us something new about real-world applications.
Next Chapter Begins
This year marks our transition into advanced analytics and AI-assisted modeling. We're not jumping on trends — we're carefully integrating new tools while maintaining the solid foundation that got us here. Our summer 2025 programs will introduce these concepts gradually, ensuring every student can adapt at their own pace.
How We Develop Real Expertise
Our approach isn't about memorizing formulas or following templates. We build understanding through progressive complexity, starting with solid fundamentals and gradually introducing the nuanced thinking that separates good analysts from exceptional ones.
- Foundation skills that transfer across any industry
- Real case studies from actual corporate finance teams
- Hands-on practice with immediate feedback
- Advanced techniques for complex scenarios
- Professional presentation and communication skills
Core Modeling Principles
We start where most programs end — with a deep understanding of why models work the way they do. Students learn to build from first principles rather than copying templates.
- Financial statement analysis and integration
- Cash flow modeling techniques
- Scenario planning and sensitivity analysis
- Professional model structure and documentation
Industry Applications
Different industries require different approaches. Manufacturing companies model inventory cycles differently than service businesses. We teach these distinctions through real examples.
- Sector-specific modeling approaches
- Working capital optimization
- Capital expenditure planning
- Risk assessment and mitigation strategies
Complex Analytics
The most challenging part isn't building models — it's knowing when they're wrong and how to fix them. Advanced students learn to spot problems before they become costly mistakes.
- Monte Carlo simulation and stochastic modeling
- Options valuation and derivatives analysis
- Merger and acquisition modeling
- Advanced data integration techniques
Your Learning Journey
Every student progresses through our structured pathway, but at their own pace. Some complete everything in eight months, others prefer to spread it over a full year. The important thing is building real competence, not rushing through checkboxes.
Celeste Thorne
Senior Financial Modeling Instructor
15 years of experience in corporate finance and derivatives modeling, specializing in complex valuation techniques and risk assessment frameworks.
"The best financial models aren't just mathematically correct — they tell a story that helps people make better decisions. That's what we focus on teaching here."