One curriculum to advance your career.

We have a curriculum that will help you develop the key skills you need to succeed in finance.

We developed our curriculum based on how work is done at the world’s top investment banks, private equity firms and hedge funds. We spent many years working at these firms and distilled everything we learned into a single curriculum to supercharge your career.

Conceptually, you’ll learn all the major topics in finance: Accounting, Valuation, Capital Structure, Transactions (M&A, LBO, etc), and Capital Markets. Practically, you’ll learn how to build dynamic and sophisticated financial models like how we do it on Wall Street.

We Emphasize Logical Flow

Many job candidates for investment banking, private equity, hedge fund, corporate finance and other finance jobs try to memorize the answers to the common interview technical questions. Naturally, they struggle when the interviewers alter the questions a bit or throw them a curveball. Their answers are built on a weak technical foundation that could easily crumble and interviewers see right through it.

That’s why we emphasize logical flow in our curriculum. Once you understand the logic behind all the formulas and jargons, finance will make natural sense to you. You’ll be able to think through problems on the spot, which is a lot more impressive. No other institution’s curriculum is as good at showing you the logical flow behind finance as ours. Not even Harvard Business School.

Learn Financial Modeling

As we progress through our courses, we’ll teach you how to build beautiful, dynamic and effective financial models using best practices as they’re taught to us during our Investment Banking Analyst days at Goldman Sachs. We’ll start simple and build up to more complex maneuvers in Excel as we progress.

Revenue Model

Revenue is known as the “top-line” and it drives the rest of the financials. In our courses, we teach you to think about revenue and analyze it in terms of key drivers, which is how it’s done at the top private equity firms and hedge funds.

Operating Model

The operating model serves as the backbone on which you can layer on valuation and/or transaction models, such as DCF, M&A and LBO. Whether you’re working on the sellside or the buyside or in corporate, you’ll need to know how to analyze a company’s operating performance and model it. We’ll teach you how to build an operating model with GAAP and non-GAAP financials.

Case Drivers

Learn how to efficiently build case drivers to reflect financials under different possible scenarios. You’ll be able to flex different scenarios at the click of a button. This becomes particularly relevant when analyzing a company’s performance under different potential outcomes.

Our Course Catalog


Stock Basics

This course goes over important stock basics and establishes the context for the investment analysis we’ll learn in the subsequent courses.

What is a Stock
Share Repurchase
Investing Strategy
Shareholder Rights
Common vs Preferred
Shareholder Return


Investor Resources

This course goes over the investor resources that we’ll utilize to analyze companies and stocks and where to find them.

Earnings Calls
10-K / 10-Q / 8-K / S-1
Investor Presentations
Investor Relations
Equity Research


Corporate Valuation

Corporate Valuation is the cornerstone of financial analysis. It’s the framework that quantifies what a company is worth.

Valuation Framework
Dilutive Securities
Enterprise Value
Equity Value
Price vs. Value


Revenue Model

Revenue Model relates to how businesses generate revenue. We’ll learn how companies recognize revenue and how to analyze it.

Revenue Recognition
Avg. Selling Price
Revenue Streams
Product Mix
Revenue Drivers
Forecasting Revenue


Cost Structure

Cost Structure refers to the composition of the different types and characteristics of the expenses incurred by a company.

Expense Recognition
Cost Ratios
Cost Characteristics
Cost Drivers
Common Cost Lines
Forecasting Cost


Earnings Power

Earnings Power refers to the business’s ability to generate profits. We’ll learn the different measures of profits and what they represent.

GAAP vs. non-GAAP
Profit Metrics
Paper vs. Cash
Profit Margins
Earnings Dynamics
Forecasting Earnings


Cash Flow

Cash Flow is the movement of cash into and out of the company. A company’s value is based on how much cash flow it can generate.

Cash Flow Statement
Cash Flow Ratios
Common Line Items
FCF and Valuation
Free Cash Flow
Modeling Cash Flow


Intrinsic Valuation

Intrinsic Valuation is the process of determining the intrinsic value of a company by analyzing how much cash it will generate.

DCF Analysis
Mid-Year Convention
Time Value of Money
Terminal Value
Circular Reference


Risk Reward

Risk Reward relates to the evaluation of the potential for gains and losses of an investment opportunity.

Total Return
Different Risks
Modeling Returns


Balance Sheet

Balance Sheet is one of the 3 major financial statements. It shows what the company owns and what it owes.

Accounting Equation
Common Lines
Shareholder’s Equity


Working Capital

Working Capital is an important element of every business and it appears on both the Balance Sheet and the Cash Flow Statement.

Operating Assets
Current Ratio
Operating Liabilities
Quick Ratio
Impact on Cash Flow
Efficiency Ratios


Integrated Financial Statements

This course explores how the Income Statement, Cash Flow Statement, and the Balance Sheet are interlinked.

How three financial statements are interlinked
How to think through financials methodically
Amazon Case Study


Valuation Multiples

Valuation Multiples are ratios that measure how many times or “turns” investors are willing to pay for every dollar the company earns.

How to Use Multiples
Impact of Time
Trailing vs. Forward
Drivers of Multiples



A Buyout is the purchase of all or substantially all of a company and obtaining control over it through the process.

Offer Premium
Projecting LFCF
Purchase Price
Entry / Exit Multiple
Sources & Uses
Returns Analysis


Capital Structure

Capital Structure refers to the composition of debt and equity in a company. Debt and equity are capital that finance every company.

Term Loan
Credit Terms
Debt Covenants


Leveraged Buyout

Leveraged Buyout (LBO) is the purchase of all or substantially all of a company using a large amount of debt.

How LBO Works
Debt Schedule
Why Use Leverage
Drivers of IRR
Capitalization Table
Modeling Returns


Mergers & Acquisitions

Mergers & Acquisitions (M&A) plays a critical role in finance. It’s the subject of companies buying and selling other companies.

Buyside vs. Sellside
Acquisition Currencies
Sponsor vs. Strategic
Pro Forma Financials
Strategic Rationale
Accretion / Dilution


3-Statement Modeling

This is a financial modeling course where we will learn how to build a full-blown 3-statement operating model.

How to model full 3 financial statements
How to model working capital schedule
How to project uncommon line items