Analyst Trifecta eBook

Download CFI's free Analyst Trifecta eBook

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 Trifecta eBook includes:

Financial Modeling

  • What is Financial Modeling
  • Types of Financial Models
  • Complete guide to financial modeling
  • Financial Modeling Skills


  • Valuation Methods
  • DCF Analysis
  • Business Valuations


  • List of Excel shortcuts
  • Excel formulas cheat sheet
  • Advanced Excel Formulas

Analyst Trifecta Section 2: Presentation

The Presentation section of CFI’s Analyst Trifecta eBook includes:


  • Investment Banking PitchBook
  • ECM Memo
  • Greensheet
  • Term Sheet
  • Letter of Intent
  • Teaser: The First Glance

Data Visualization

  • 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 Trifecta eBook includes:

Preparing for an Analyst Role

  • Becoming a Financial Analyst
  • Guide to Getting a Job in Corporate Finance

Dealing with Industry Professionals

  • Personal Brand
  • Office Politics
  • 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



Additional Resources

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:

Analyst Certification FMVA® Program

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.


Financial Analyst certification curriculum


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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