Resources
Lessons, worked examples, practice and tools for finance exams.
Sustainable Investing
ESG analysis, stewardship and investment integration
- Exam guides
A study route for the Sustainable Investing Certificate
Connect sustainability factors, investment analysis and applied practice.
- Lessons
Designing engagement objectives and escalation decisions
Build an objective, evidence trail and conditional next action for an issuer dialogue.
- Templates
Engagement objective log
Download an editable CSV for requests, evidence, status and follow-up decisions.
- Lessons
Specifying an exclusion rule that can be checked
Define the activity, metric, threshold, data source and treatment of missing information.
- Study plans
Studying for a finance exam while working full time
Build a weekly plan around available blocks, practice and review.
CAIA
Alternative investments and portfolio applications
- Concepts
MOIC: investment value relative to contributed capital
Understand a value multiple and why it does not describe timing.
- Careers
Building a financial analyst work sample
Create an original research note that shows inputs, assumptions and reasoning.
- Tools
Net present value calculator
Discount an initial payment and equally spaced future cash flows.
- Study plans
Studying for a finance exam while working full time
Build a weekly plan around available blocks, practice and review.
- Revision
Mixed-topic practice for choosing the right method
Practise distinguishing similar-looking tasks before applying a familiar formula.
CFA
Investment analysis, valuation and portfolio management
- Exam guides
CFA Level I exam format and timing
Understand the question and session structure, then use it in a pacing rehearsal.
- Study plans
Studying for a finance exam while working full time
Build a weekly plan around available blocks, practice and review.
- Revision
Reviewing a mock exam by error type
Turn results into specific corrective tasks rather than a single score label.
- Tools
Bond price calculator
Price a regular fixed-rate bond and inspect its cash-flow sensitivity.
- Formulas
Net present value formula and time-zero cash flow
Read the NPV sum and understand its signs and timing.
FRM
Market, credit, liquidity and operational risk
- Careers
Building a financial risk analyst work sample
Produce a model note with inputs, sensitivity and limitations.
- Tools
Expected credit loss calculator
Explore the simple PD × LGD × EAD loss model.
- Lessons
Default probability and credit loss severity
Separate the likelihood of default from the loss conditional on default.
- Revision
Reviewing a mock exam by error type
Turn results into specific corrective tasks rather than a single score label.
- Study plans
Studying for a finance exam while working full time
Build a weekly plan around available blocks, practice and review.
US CFP
US financial planning and client decisions
- Study plans
Studying for a finance exam while working full time
Build a weekly plan around available blocks, practice and review.
- Study plans
Building a finance exam retake plan
Separate knowledge gaps, execution errors and time pressure before choosing new work.
- Revision
Revising formulas with their conditions and units
Recall what the variables mean and when a formula applies before substituting numbers.
- Templates
Weekly study-block worksheet
Download an editable plan that records tasks, outputs and actual time.
- Tools
Study-hours planner
Calculate an average weekly and daily workload from your own study target.