Resources

Discover finance resources that will enhance your learning experience and professional performance. Explore the world of finance with our rich collection of templates, models, course notes, financial data, finance career guides, and practice exams.

Templates

All Templates

Hit the ground running with our ready-made and easy to use financial Excel templates, models and formula sheets!

All Templates
IF AND Excel – Template

IF AND Excel template demonstrating the use of IF&AND functions in Excel for logical analysis and decision-making.

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CFA Study Planner – Template

Prepare for your CFA Level 1 Exam with our FREE CFA Study Planner, fully customizable and adaptable for your needs. Down...

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15 Ways to Visualize Revenue in Excel – Template

Download for FREE our Revenue in Excel template and visualize your financial data effectively.

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IF Function in Excel – Template

Download our FREE template exploring the IF function in Excel.

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Career Guides

All Career Guides

Welcome to our ultimate guide page, designed to navigate the diverse world of careers in finance. Our meticulously curated finance career guides are crafted to assist you at every stage of your journey.

All Career Guides
Asset Management Analyst Cover Letter Template

This free asset management analyst cover letter template—easily downloadable as a Word document without cost—is desi...

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Course Notes

All Course Notes

The perfect complementary educational resources in PDF format for those seeking an in-depth understanding of fundamental to advanced finance concepts and a glimpse into our e-learning approach.

All Course Notes
Introduction to Management Accounting – Course Notes

Our free Management Accounting Course Notes provide a comprehensive overview of key concepts and techniques essential fo...

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Multiples Valuation

The multiples valuation method estimates the relative value of a company by comparing it to similar ones in the same...

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Leveraged Buyouts (LBOs)

A leveraged buyout (LBO) is when a company acquires another company that has low debt and stable cash flows, using...

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Investment Banking

Investment banking is a specialized sector within the financial industry that deals with raising money for projects, off...

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Cheat Sheets

All Cheat Sheets

Access a collection of invaluable cheat sheets for finance, providing concise and practical summaries of key concepts, formulas, and ratios, making it an essential resource for quick reference and study.

All Cheat Sheets
Equity Investments Cheat Sheet

Equity investments involve purchasing company shares on the stock market, with investors aiming to benefit from a firmâ€...

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Portfolio Management Cheat Sheet

Portfolio management involves selecting and managing investments to achieve specific goals. It focuses on diversifying a...

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Fixed-Income Investments Cheat Sheet

Fixed-income investments offer a predictable and steady income stream—an attractive strategy for those seeking to dive...

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The Basics of Double-Entry Bookkeeping Cheat Sheet

Double-entry accounting is a robust method of recording financial transactions in accounting journals. According to this...

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Infographics

All Infographics

Our financial infographics will make your learning experience and professional development journey more straightforward and enjoyable.

All Infographics
Jobs in Private Equity – Infographic

Explore our Jobs in Private Equity Infographic to gain detailed insights into each role within the industry. Understand ...

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Absorption vs Variable Costing Infographic

Infographic comparing absorption vs variable costing, detailing marginal costing and absorption costing, and providing e...

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Types of Costs – Infographic

Infographic on Types of Costs, detailing cost classification, cost structure, incurred costs meaning, and the difference...

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Finance Careers to Pursue Infographic

Download for FREE our Finance Careers to Pursue Infographic, providing an overview of key roles with excellent finance j...

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Finance Data

All Finance Data

Here you can find a downloadable files with historical price information related to S&P 500, commodities and cryptocurrencies. The datasets are updated daily and contain data from Jan 1 2020 onwards.

All Finance Data
S&P 500 Stock Data

In this page, you can find a downloadable file with historical price information about companies currently found in the ...

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Commodities Market Data

Below you can find a downloadable Excel file with currently updated historical price information related to commodities....

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Cryptocurrencies Market Data

This is your go-to page to see all available and current cryptocurrency assets: Bitcoin, Ethereum, XRP, Tether, Chainlin...

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Practice Exams

All Practice Exams

Are you ready to test your financial analysis, corporate finance, or accounting knowledge? Our tests will give you a good idea about your current skill level.

All Practice Exams
Debits and Credits Quiz

Test your accounting knowledge with a free debits and and credits quiz, including six practical questions. Start now!

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Excel Functions

The majority of data comes in spreadsheet format, making Excel the #1 tool of choice for professional data analysts. The...

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