Core Publication Pack includes

Our core publication range at a discount price.

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.

Analyst & Associate Guide

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Learn best-practice methods from instructors to the industry’s top finance professionals.

A5 sized book with 468 pages

Five primary topics divided into 20 chapters

Over 80 minutes of integrated augmented reality videos

Authored by our expert instructors: Mary Moore and Alastair Matchett

Learn best-practice methods from instructors to the industry’s top finance professionals.

A5 sized book with 468 pages

Five primary topics divided into 20 chapters

Over 80 minutes of integrated augmented reality videos

Authored by our expert instructors: Mary Moore and Alastair Matchett

Module

Financial Accounting

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Financial Statements Fundamentals
Income Statements Fundamentals
Balance Sheet Fundamentals
Cash Flow Statement Fundamentals
Accounting for Mergers and Acquisitions
Leasing
Accounting for Post-Employment Benefits
Accounting for Taxes

Financial Modeling

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Excel Fundamentals
Modeling Fundamentals
An Iterative Model
Modeling a Cash Sweep
Model Integrity and Error Checking Techniques

Valuation

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Valuation Fundamentals

Trading Comparables

Transaction Comparables

Discounted Cash Flow Analysis

LBO

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Leveraged Buyout Analysis

M&A

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Mergers and Acquisitions Analyses

Merger of Equals

Practice & Prepare Pack

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The perfect resource for analysts & associates looking to check their understanding of fundamental finance topics.

A5 sized book with 328 pages

Spiral bound to sit flat on the desk for referencing

16 primary topics

331 questions split across two categories, practice key methodologies and prepare with exam style questions

Authored by our expert instructors: Mary Moore and Alastair Matchett

The perfect resource for analysts & associates looking to check their understanding of fundamental finance topics.

A5 sized book with 328 pages

Spiral bound to sit flat on the desk for referencing

16 primary topics

331 questions split across two categories, practice key methodologies and prepare with exam style questions

Authored by our expert instructors: Mary Moore and Alastair Matchett

Module

16 Fundamental Corporate Finance Topics

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Financial Accounting Review
Cash Flow Statement
WACC Analysis
Income Statement
M&A Accounting
Discounted Cash Flow Valuation
Working Capital
Leasing
Transaction Comparables
Non-Current Assets
Pensions
Leveraged Buyouts
Capital Structure
Equity Value to EV Bridge
Merger Analysis
Trading Comparables Valuation

Laminated Fact Sheets (6 Pack Bundle)

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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

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Three Statement Timeline
Key Definitions
Detailed Three Statement Overview

Financial Modeling Fundamentals

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Keyboard Shortcuts

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

Modeling and Forecasting Steps
Three Statement Modeling and Forecasting Steps

Valuation Fundamentals

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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

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

Mergers & Acquisitions

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

Microsoft Office Shortcuts

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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

Alastair Matchett

Founder & Instructor

22 years of experience instructing on Wall Street, previously investment banker at J.P. Morgan

Gerard Kelly

Instructor

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

Jonathan Rugg

Instructor

Qualified chartered management accountant, Jonathan, began his financial training career in 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.

Firms

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?

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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?

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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?

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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?

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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.