Role Pathway

Research Analyst

Provide insights and recommendations for buying, selling, or holding investments
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Choose Your Pathway
Ideal for students, graduates and early-career professionals building their foundational understanding of the role.
Designed for professionals who have developed market or finance experience looking to deepen technical capability.
For experienced professionals seeking to refine judgement, handle complexity and operate at a high-performance level.

Early Career

Advance Your Thinking

1. Core Accounting

Master accounting fundamentals and financial statements, from EPS and cash flow to revenue recognition, to analyze company performance and make better investment decisions.

Advance Your Thinking

Accounting Shorts

Accounting made simple, fast, and practical.

Practical Finance: Instructor-Led Company Case Studies

Apply financial modeling and accounting skills through real-world case studies, building integrated financial statements and cash flow models like a professional analyst.

This tool lets you select a transaction and instantly see how it flows through the Income Statement, Balance Sheet, and Cash Flow Statement using double-entry accounting. It helps you understand how financial statements are interconnected by showing how a single event impacts performance, financial position, and cash movement simultaneously.

This Interactive Financial Statement Builder is provided strictly for educational and illustrative purposes. It is designed to help users understand the structure and mechanics of financial statements — including income statements, balance sheets, and cash flow statements — and does not constitute investment advice, financial advice, accounting advice, or a recommendation to buy or sell any security. All outputs generated by this tool are based on user-defined inputs and assumptions. The financial statements produced should not be used for statutory reporting, regulatory filings, tax purposes, or any formal accounting or auditing process. They are illustrative models only and may not conform to IFRS, US GAAP, or any other applicable accounting standard. This tool is not produced by, affiliated with, or endorsed by any regulated financial institution, accounting body, or investment adviser. Users should not rely on outputs from this tool for business planning, fundraising, credit applications, or any financial decision-making purpose. Always consult a qualified accountant, auditor, or financial professional for formal financial statement preparation and advice. The data and calculations within this tool may contain errors, omissions, or simplifications. No warranty is given as to the accuracy, completeness, or fitness for purpose of any output produced. Use of this tool is entirely at your own risk.

2. Core Financial Analysis

Develop core financial analysis skills, from profitability and returns to liquidity and leverage, to turn financial statements into actionable investment insights.

Advance Your Thinking

Demystifying Finance

Think Like an Investor, Not a Calculator.

3. Financial Modeling Fundamentals: Build Models That Work

Learn financial modeling in Excel, from structuring workbooks to best practices, functions, and error-proofing, to build accurate, efficient models like a professional analyst.

Financial Modeling Mastery for Investment Analysts

4. Valuation Thinking: From Narrative to Numbers

Learn fundamental valuation concepts, from multiples to intrinsic value, and build a consistent investment narrative to assess what a business is truly worth.

Intermediate

The Truth Behind Multiples: Breaking Down the Illusion

Understand what valuation multiples really mean, from EV/EBITDA to EV/IC, and learn how fundamentals drive ratios to make smarter, more insightful investment decisions.

Beyond the Base Case: Advanced Modeling Techniques

Master advanced financial modeling techniques, including scenario analysis, sensitivities, and probabilistic thinking to better assess risk, uncertainty, and downside outcomes.

Thinking Like an Investor: Psychology, Patterns, and Edge

Explore how psychology, sentiment, and complexity shape markets, and learn how better thinking, not just models, gives investors a real edge in decision-making.

Advanced

Advance Your Thinking

Accounting Shorts: Advanced

Accounting made simple, fast, and practical.

From Insight to Edge: Advanced Analytical Frameworks

Explore advanced investment concepts, from ROIC and TSR to uncertainty and strategy, designed to sharpen analytical thinking and give professional investors an edge.

Advance Your Thinking

Advanced DCF: Elevating Your Valuation Thinking

Explore advanced valuation challenges, from ESG and dilution to terminal value and forecasting, and develop the judgment needed to apply models in real-world investing.

Other Pathways Relevant to
Equity Research Analysts

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Core Skills Pathway

Data Visualization
Our learning pathways provide a structured, step-by-step approach to mastering each subject, helping you build strong foundations and progress with clarity and confidence.
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Core Skills Pathway

Investing
Our learning pathways provide a structured, step-by-step approach to mastering each subject, helping you build strong foundations and progress with clarity and confidence.
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Core Skills Pathway

Sectors
Our learning pathways provide a structured, step-by-step approach to mastering each subject, helping you build strong foundations and progress with clarity and confidence.
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