Analyst Trifecta eBook – Analytics, Presentation, and Soft Skills
Our Analyst Trifecta eBook is free and available for anyone to download as a pdf.
Welcome to the official Analyst Trifecta eBook from the Corporate Finance Institute. In this 141-page guide, you will learn industry-leading best practices to stand out from the crowd and become a world-class financial analyst. From analytics and presentations, to soft skills, this eBook covers what an analyst can do to rise to the top. We hope this book will help you advance your career and achieve your future goals!
This guide is broken down into three main sections: Analytics, Presentation, and Soft skills. All three of these are necessary to rise to the top and become the best financial analyst you can be!
Analyst Trifecta – Section 1: Analytics
The Analytics section of CFI’s Analyst TrifectaeBook includes:
What is Financial Modeling
Types of Financial Models
Complete guide to financial modeling
Financial Modeling Skills
List of Excel shortcuts
Excel formulas cheat sheet
Advanced Excel Formulas
Analyst Trifecta Section 2: Presentation
The Presentation section of CFI’s Analyst TrifectaeBook includes:
Investment Banking PitchBook
Letter of Intent
Teaser: The First Glance
Overview of Dashboards and Data Visualization
Types of Graphs
Football Field Chart
Excel Waterfall Chart
Analyst Trifecta – Section 3: Soft Skills
The Soft Skills section of CFI’s Analyst TrifectaeBook includes:
Preparing for an Analyst Role
Becoming a Financial Analyst
Guide to Getting a Job in Corporate Finance
Dealing with Industry Professionals
Part 1: Networking and Building Relationships within the Company
Part 2: Networking and Building Relationships within the Company
Part 3: Networking and Building Relationships within the Company
Advance Your Career
This Analyst Trifecta eBook is a great resource to help you expand your knowledge of financial analysis. Whether you are a beginner or an intermediate student, this book is designed to provide a lot of valuable information in one highly organized format. And the best part is…it’s 100% free!
To learn more and advance your career, check out these additional CFI resources:
Below is a break down of subject weightings in the FMVA® financial analyst program. As you can see there is a heavy focus on financial modeling, finance, Excel, business valuation, budgeting/forecasting, PowerPoint presentations, accounting and business strategy.
A well rounded financial analyst possesses all of the above skills!
Additional Questions & Answers
CFI is the global institution behind the financial modeling and valuation analyst FMVA® Designation. CFI is on a mission to enable anyone to be a great financial analyst and have a great career path. In order to help you advance your career, CFI has compiled many resources to assist you along the path.
In order to become a great financial analyst, here are some more questions and answers for you to discover:
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