Company snapshot
Pick a listed company and summarise its last three years of revenue, profit and cash in one page.
Analyse numbers, build forecasts and models, and help leaders decide where money should go.
You have reached the end of the beginner stages. Prove what you learned with a project.
You have reached the end of the intermediate stages. Prove what you learned with a project.
You have reached the end of the advanced stages. Prove what you learned with a project.
Pick a listed company and summarise its last three years of revenue, profit and cash in one page.
Build a loan calculator with a full repayment schedule and a chart.
Build a monthly budget, add sample actuals and explain the three biggest variances.
Model how a price increase affects sales, profit and cash under three scenarios.
Build a linked five-year model for a simple business from clear assumptions.
Value a company with a discounted cash flow and compare it with market multiples.
The same roadmap as a reading list: every stage, what each topic covers, and which ones are optional.
Time value of money, risk and return, and how companies raise and use money.
Income statement, balance sheet and cash flow, and how they connect.
Enough bookkeeping to understand where the numbers come from.
Averages, spread, correlation and probability for working with uncertain numbers.
Separate inputs, calculations and outputs, and label everything.
NPV, IRR, PMT and XNPV for investment and loan calculations.
XLOOKUP, SUMIFS and PivotTables for fast analysis.
Show trends, variances and mix clearly.
Plan the year and update the outlook as actual results arrive.
Explain why results differ from budget and what to do about it.
Profitability, liquidity, efficiency and leverage at a glance.
Test how results change if key assumptions change.
Link income statement, balance sheet and cash flow in one model.
Value a business or project from the cash it will produce.
The return investors expect, and why it sets the bar for every project.
Value a business by comparing it with similar ones.
Interactive reports that managers check themselves.
Pull transaction data directly instead of waiting for exports.
Lead with the answer, show the drivers and state the decision needed.
Automate reports and analyse larger datasets.
Shares, bonds, funds and how markets price risk.
Honest numbers, conflicts of interest and confidentiality.
CFA, ACCA, CIMA or a national body, depending on the path you choose.
How environmental and social risks affect value and reporting.
They analyse financial data, build budgets, forecasts and models, and explain the results so managers or investors can make better decisions.
Accountants record and report what happened and make sure it follows the rules. Financial analysts use those numbers to plan and predict. Many analysts start in accounting.
CFA is strong for investment roles. ACCA, CIMA or a national accounting body suits corporate finance. Check what employers in your country ask for.
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