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FinanceQuest
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Learning paths

Learn for the role you want

Each path is a guided sequence through the lessons a role relies on, in the right order, finished with assessed work that proves the skills. Pick one to follow and your dashboard will always show the next step.

  1. Financial analyst

    Equity research, investment banking and corporate development analysts

    From reading statements to building a linked model and defending a valuation — the core technical toolkit for analyst roles and their interviews.

    • Analyse a company's statements and explain its performance
    • Build an integrated three-statement model
    • Value a company with a DCF and trading comparables
    • Pass a timed valuation technical screen
    1. 1Finance Fundamentals13 lessonsAvailable
    2. 2Time Value of Money14 lessonsAvailable
    3. 3Financial Statement Analysis16 lessonsAvailable
    4. 4Financial Modeling13 lessonsAvailable
    5. 5Company Valuation15 lessonsAvailable
    6. 6Mergers and AcquisitionsIn development
    7. 7Finance Interview Preparation5 lessonsAvailable

    Starts with: What finance is for · Finance Fundamentals

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  2. Corporate finance and FP&A

    FP&A analysts, finance business partners and corporate finance teams

    Forecasting, investment appraisal and the analysis that supports budgets and capital decisions inside a company.

    • Forecast revenue, costs and cash from operating drivers
    • Appraise projects with NPV, IRR and payback
    • Explain performance with ratio and cash flow analysis
    • Build scenario-driven models for decisions
    1. 1Finance Fundamentals13 lessonsAvailable
    2. 2Time Value of Money14 lessonsAvailable
    3. 3Financial Statement Analysis16 lessonsAvailable
    4. 4Financial Modeling13 lessonsAvailable
    5. 5Corporate Finance12 lessonsAvailable
    6. 6Financial Planning and Analysis8 lessonsAvailable

    Starts with: What finance is for · Finance Fundamentals

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  3. Credit and banking analyst

    Corporate banking, credit analysis and treasury roles

    Judge a borrower's ability to repay: cash flow, leverage, coverage and covenants, plus the bank economics behind lending.

    • Assess liquidity, leverage and coverage from statements
    • Analyse cash conversion and debt capacity
    • Test covenants and headroom
    • Price loans and understand bank margins
    1. 1Finance Fundamentals13 lessonsAvailable
    2. 2Time Value of Money14 lessonsAvailable
    3. 3Financial Statement Analysis16 lessonsAvailable
    4. 4Banking and Treasury7 lessonsAvailable
    5. 5Fixed Income5 lessonsAvailable
    6. 6Risk ManagementIn development

    Starts with: What finance is for · Finance Fundamentals

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  4. Investment and equity research analyst

    Equity research, asset management and investment teams

    Measure return and risk, build an earnings model, value a company on cash flows and multiples, and turn the analysis into a reasoned view.

    • Measure returns, volatility, drawdowns and beta from price data
    • Forecast earnings per share from business drivers
    • Value a company with DCF, multiples and P/E
    • Compare expected and required returns in a written view
    1. 1Finance Fundamentals13 lessonsAvailable
    2. 2Time Value of Money14 lessonsAvailable
    3. 3Financial Statement Analysis16 lessonsAvailable
    4. 4Investment Analysis5 lessonsAvailable
    5. 5Company Valuation15 lessonsAvailable
    6. 6Portfolio ManagementIn development

    Starts with: What finance is for · Finance Fundamentals

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  5. Finance foundations

    Students and career changers starting from zero

    A structured route from first principles to applied competence, with a free assessment to confirm the basics.

    • Read and connect the three financial statements
    • Calculate margins, break-even and working capital
    • Apply the time value of money to real decisions
    • Analyse a company's performance from its accounts
    1. 1Finance Fundamentals13 lessonsAvailable
    2. 2Time Value of Money14 lessonsAvailable
    3. 3Financial Statement Analysis16 lessonsAvailable

    Starts with: What finance is for · Finance Fundamentals

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