Professional Finance Practice & Communication

  1. F1

    Evidence, Sourcing and the Record

    Where a claim comes from and how it is recorded. The source log, the workpaper, the error.

    • Framework

      How to Write an Evidence-Led Finance Research Note

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    • Framework

      How to Create an Assumption Register in Eight Steps

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  2. F2

    Deliverables: Workbooks, Memos and Presentations

    What the work becomes. Memo, model, deck, workbook, summary and status report.

    • Framework

      How to Create a Finance Presentation Storyline

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    • Framework

      How to Review a Financial Workbook in Seven Steps

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  3. F3

    Working With Others, and Building Credibility

    Getting it accepted. Credibility, stakeholders, questions, dissent and feedback.

    • Framework

      How to Build a Source Log for Financial Research

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  4. F4

    Ethics and Professional Conduct

    The duties underneath all of it. Integrity, confidentiality, conflicts, whistleblowing, AI use.

    • Framework

      How to Escalate a Finance Concern in Five Steps

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    • Framework

      How to Document an Ethical Decision in Six Steps

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