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Finance

Accounting, valuation and modelling — the language every business decision is eventually argued in.

3 stages14 steps~702 hours~9 months
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  1. 1

    Accounting and Excel

    Beginner~10 weeks

    The three statements and how they connect.

    • Financial accounting: the three statements and their links

      Skill~35h

    • Excel to a professional standard, including shortcuts

      Skill~30h

    • Time value of money and discounting

      Skill~20h

    • Read and summarise a real 10-K

      Project~20h
  2. 2

    Modelling

    Intermediate~14 weeks

    Three-statement models, valuation and forecasting.

    • Three-statement modelling from scratch

      Skill~45h

    • DCF valuation and sensitivity analysis

      Skill~35h

    • Comparable company and precedent transaction analysis

      Skill~25h

    • Build a full DCF for a listed company

      Project~40h

    • Bloomberg Market Concepts

      Certification~12h
  3. 3

    Specialisation

    Advanced~16 weeks

    Corporate finance, risk and the credential that gates the field.

    • Capital structure and corporate finance theory

      Skill~35h

    • Risk management and portfolio theory

      Skill~30h

    • SQL and Python for financial analysis

      Skill~35h

    • CFA Level I

      Certification~300h

    • Publish an investment thesis with a defensible model

      Project~40h