Transform excess funds into strategic opportunities through our comprehensive learning program designed for Australian finance professionals
Start Your JourneyLearn to identify and evaluate investment opportunities that align with your organization's risk profile and growth objectives.
Master frameworks for analyzing market conditions and making informed decisions about surplus fund allocation.
Develop skills to balance liquidity needs with growth potential across diverse financial instruments.
Our program adapts to busy professionals who need practical skills without disrupting their current responsibilities. Each module builds on real-world scenarios you'll encounter.
A structured approach that takes you from foundational concepts to advanced surplus management strategies
Understand surplus identification, regulatory requirements, and basic investment principles within Australian financial frameworks.
Create personalized investment strategies, learn portfolio construction, and practice risk assessment using current market conditions.
Apply learned concepts to real scenarios, refine approaches based on results, and prepare for ongoing management responsibilities.
Our instructors bring decades of hands-on experience in Australian financial markets. They've managed surplus funds through various economic cycles and understand the challenges you face.
Meet the TeamPreviously managed surplus funds for three major Australian councils. Specializes in low-risk, steady-growth investment approaches.
Expert in regulatory compliance and risk assessment. Helps organizations navigate ASIC requirements and maintain proper documentation.
Join our next cohort starting September 15, 2025. Limited to 25 participants to ensure personalized attention and meaningful peer interaction.