Find a Formula, Quickly

Designed for referencing shortcuts, methods and formulae in a flash. Expand the box below to discover the contents covered.

Laminated Fact Sheets (6 Pack Bundle)

Accordion White Arrow Icon

An essential desk resource, these laminated fact sheets provide all the methods and formulas you need to be a a stand-out analyst.

A4 sized, double sided sheets

Laminated for office and backpack durability

Critical shortcuts, methodologies and formulae in a quick reference format

Authored by our expert instructors: Alastair Matchett and Mary Moore

An essential desk resource, these laminated fact sheets provide all the methods and formulas you need to be a a stand-out analyst.

A4 sized, double sided sheets

Laminated for office and backpack durability

Critical shortcuts, methodologies and formulae in a quick reference format

Authored by our expert instructors: Alastair Matchett and Mary Moore

Module

Financial Accounting Fundamentals

Accordion Arrow Icon

Three Statement Timeline
Key Definitions
Detailed Three Statement Overview

Financial Modeling Fundamentals

Accordion Arrow Icon

Keyboard Shortcuts

  • Navigation
  • Copying and Pasting
  • Selections
  • Formatting
  • Nerd hits

Modeling and Forecasting Steps
Three Statement Modeling and Forecasting Steps

Valuation Fundamentals

Accordion Arrow Icon

Enterprise and Equity Value
Relative Valuation
Absolute Valuation
Free Cash Flow
Calculating WACC
Financial Maths Fundamental Formulas
Applying Financial Maths to a DCF Valuation

Leveraged Buyouts

Accordion Arrow Icon

What makes a company a good LBO target?
Exit Strategies
Internal Rate of Return
Value Creation
Sample Valuation
Ratios
Term Structure

Mergers & Acquisitions

Accordion Arrow Icon

Sources and Uses of Funds
Fees
Consolidation
Goodwill
Non-Controlling Interests
Accretion and Dilution
Post-Deal Ownership
Return on Capital Invested

Microsoft Office Shortcuts

Accordion Arrow Icon

Customizing Microsoft Excel
Microsoft Excel Keyboard Shortcuts
Microsoft Windows Tips and Shortcuts
Microsoft Word Shortcuts
Microsoft PowerPoint Shortcuts

For Microsoft Windows and Office 2013+

AUTHORS

Mary Moore

Associate Instructor

An accountant by qualification, Mary has been training finance professionals for 30 years

Gerard Kelly

Instructor

Gerard, accountant and CFA (all 3 levels), has been teaching on Wall Street since 2008

Petter Ljunggren

Instructor

Ex-Goldman Sachs, Global Investment Research, with six years of experience teaching on Wall Street

Testimonials

What our students say

Individuals

Thomas Turner

Core Publication Pack

Very clear and concise material which I would thoroughly recommend to fellow applicants and colleagues.

Corporate clients

Analyst at Top 4 Investment Bank

Core Publication Pack

Great resources, perfect for referencing at the desk

View more

Frequently Asked Questions

Who uses these books?

Accordion Arrow Icon

Our books are hugely popular throughout the world of finance, from interns and new analysts to industry veterans, they solve learning requirements for all levels of experience. The Analyst & Associate Guide is our best seller and is used by new hires at the world’s top 4 investment banks.

Do you sell these books digitally?

Accordion Arrow Icon

Unfortunately, we do not offer digital retail copies of all our books at this time. We do offer Financial Statement Analysis Under IFRS via Amazon’s Kindle service. We are looking to expand our digital range in the near future.

How long will it take for my books to arrive?

Accordion Arrow Icon

Please allow 5 working days for your order to be delivered. Additional time may be needed for international orders. All of our publications are shipped via courier, please let us know if you have any specific delivery instructions.

I have an old copy of the Analyst & Associate Guide, how do I access the videos?

Accordion Arrow Icon

Our original edition used augmented reality to load videos, unfortunately this service is no longer in operation and we have migrated the videos to our online learning platform. Please contact us with your order number and will provide access details.

Other products you may be interested in

Core Publication Pack

Benefit from a range of formats and solutions to different learning requirements. Learn key topics on the move with the Analyst & Associate Guide. Test yourself with the Practice & Prepare Pack. Reference critical formulas and methodologies using indestructible laminated sheets.

£99 (Inc Tax)

5 Stars

Star Rating

Analyst & Associate Guide

Our bestselling investment banking guide utilized by thousands of analysts and associates at the world's top 4 investment banks, PE firms, boutiques and corporations.

£59 (Inc Tax)

5 Stars

Star Rating

Practice & Prepare Pack

Our Practice & Prepare Pack is the perfect resource for analysts & associates looking to check their understanding of fundamental finance topics.

£39 (Inc Tax)

4.8 Stars

Star Rating