Study Materials by Difficulty
Structured learning paths designed to match your current skill level and professional goals
Getting Started with Financial Analysis
Perfect for those new to financial analysis or looking to build a solid foundation. These materials focus on core concepts and practical applications that you'll use throughout your career. We've designed this level assuming no prior experience with financial modeling or advanced mathematics.
Basic Mathematics
Comfortable with percentages, ratios, and basic algebra. Most concepts can be learned as you go, but familiarity with these fundamentals helps.
Spreadsheet Basics
Know how to create formulas and organize data in Excel or similar programs. Advanced functions are taught in our materials.
Business Awareness
Understanding of how businesses operate and make money. Reading business news occasionally gives good context.
Intermediate Development Path
Building on foundation knowledge to tackle real-world analytical challenges. This stage introduces industry-standard tools and methodologies used by professional analysts.
Financial Statement Analysis
Deep dive into income statements, balance sheets, and cash flow statements. Learn to spot trends, identify red flags, and assess company health.
- Ratio analysis and benchmarking techniques
- Industry comparison frameworks
- Common accounting adjustments
Valuation Methods
Multiple approaches to determining company value, from simple multiples to discounted cash flow models. Emphasis on practical application over theoretical perfection.
- DCF modeling with sensitivity analysis
- Comparable company analysis
- Precedent transaction studies
Risk Assessment
Understanding different types of financial risk and how to quantify them. Critical for making informed investment and business decisions.
- Credit risk evaluation
- Market volatility analysis
- Operational risk factors
Expert-Level Mastery
Advanced concepts for experienced analysts ready to tackle complex scenarios and lead strategic initiatives. This level assumes strong foundation in financial theory and practical modeling experience.
Complex Modeling
Multi-scenario modeling, Monte Carlo simulations, and advanced Excel techniques including VBA automation. Focus on building robust models that can handle uncertainty.
- Probabilistic forecasting methods
- Stress testing frameworks
- Model validation techniques
Strategic Analysis
Mergers & acquisitions modeling, leveraged buyout analysis, and strategic planning support. Real case studies from recent transactions.
- Deal structuring considerations
- Synergy quantification methods
- Post-merger integration planning