Master Your Financial Future

Join our comprehensive budget surplus management program and learn proven strategies to optimize your financial resources. Starting September 2025, transform how you approach financial planning with expert guidance.

Apply for September Intake

Program Structure

Foundation Skills

Master the fundamentals of budget analysis, cash flow forecasting, and surplus identification. Learn to read financial statements and spot opportunities others miss. We cover practical tools you'll use daily in your finance career.

Investment Strategies

Discover how successful organizations deploy surplus funds across different asset classes. Understand risk management, portfolio diversification, and timing considerations that protect and grow financial resources.

Advanced Analysis

Dive deep into scenario modeling, stress testing, and advanced forecasting techniques. Build sophisticated models that help organizations make informed decisions about surplus allocation and future planning.

Real-World Application

Work with actual case studies from Australian businesses and government organizations. Practice your skills on real surplus management challenges and present solutions to industry professionals.

12-Month Journey

Months 1-3: Building Your Foundation

Start with essential concepts in financial management and surplus identification. You'll learn to analyze cash flows, understand organizational budget cycles, and identify surplus opportunities. Weekly workshops help you apply these concepts immediately.

Months 4-6: Strategy Development

Focus on investment principles and surplus deployment strategies. Work with real data from Australian organizations to understand how different sectors approach surplus management. Guest speakers share insights from treasury departments and finance teams.

Months 7-9: Advanced Techniques

Master sophisticated modeling and analysis techniques. Build comprehensive surplus management frameworks and learn to present recommendations to senior leadership. Practice with increasingly complex scenarios and multi-year projections.

Months 10-12: Professional Application

Complete your capstone project working with a real organization's surplus management challenge. Present to industry panels and receive feedback from practicing professionals. Graduate with a portfolio demonstrating your capabilities.

Learn From Practitioners

Reginald Thorne

Treasury Management

Twenty years managing surplus funds for Queensland government departments. Reginald brings real-world experience in large-scale budget optimization and knows what actually works in practice.

Dashiell Winters

Corporate Finance

Former CFO at three ASX-listed companies, Dashiell specializes in surplus allocation across different business cycles. His approach combines conservative risk management with strategic growth opportunities.

Caspian Rivers

Investment Strategy

Manages institutional portfolios worth over billion. Caspian teaches practical investment selection and timing strategies specifically designed for organizational surplus funds rather than personal wealth.

Ready to Begin?

September 2025 Intake

Our next cohort begins September 15, 2025, with classes running Monday and Wednesday evenings plus Saturday morning workshops. This format works well for professionals already working in finance roles.

The program includes 144 contact hours over twelve months, plus individual project work and mentoring sessions. You'll need basic accounting knowledge and access to Excel or similar spreadsheet software.

Applications close July 31, 2025. We accept 24 students per cohort to maintain quality interaction and personalized feedback.

Tuition covers all materials, software licenses, and access to our ongoing alumni network. Payment plans are available, and some employers provide sponsorship for professional development.

Get Application Details