Make the work land in the room.

Professional Finance Practice & Communication.

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4FAMILIES

35PAGES

13CAREERS USE IT

From evidence to credibility.

SOURCECHECKRECORD

Evidence, Sourcing and the Record

Evidence in Finance Work Handling Information

WORKBOOKMEMODECK

Deliverables: Workbooks, Memos and Presentations

The Finance Memo The Finance Presentation

LISTENANSWERCONCEDEDEFENDFOLLOW UP

Working With Others, and Building Credibility

Credibility Handling Questions, Objections and Dissent

CONFIDENTIAL ✓FAIR ✓DISCLOSED ✓INDEPENDENT ✓CONFLICT !

Ethics and Professional Conduct

Ethical Standards in Finance Conflict of Interest vs Confidential Information

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Evidence, Sourcing and the RecordSUPPORT Deliverables: Workbooks, Memos and PresentationsSUPPORT Working With Others, and Building CredibilitySUPPORT Ethics and Professional ConductSUPPORT

THIS CAREER NEEDSInvestment Banking Analyst

0CORE4SUPPORT0BACKGROUND

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BOOTCAMPFinancial Analyst ProgramAnalysis that ends in a memo and a deck. On a real case.INTERNSHIP CERT.RECOMMENDATIONSee the curriculum

FREE COURSESWriting an Investment Thesis Common Size and Trend Analysis Reading an Annual Report Fast