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Finance Exam Candidate Kit

Study plan for CFA®, FRM®, ACCA and CPA exams, formula sheet, study guide, stock pitch, equity research report and case analysis.

Step 1

Planning

  1. Exam Study Plan Template (CFA® Program, FRM®, ACCA, CPA)

    Full

    Key dates, topic weights for CFA® Program, FRM®, ACCA and CPA, KaTeX hours budget, Gantt calendar, mocks, spaced repetition, error log, PSM tracker, retrospective

    CFA® Program 2027 topic weights; FRM® 2026 study guide; ACCA redesign; CPA Evolution (names and weights as facts)
Step 2

Learning

  1. Finance Formula Sheet Template (KaTeX)

    Full

    KaTeX formulas for TVM, returns, statistics, portfolio and performance ratios, VaR and ES, bonds and duration, equity valuation, WACC and ratios, derivatives, 26 worked checks

  2. Study Guide Template

    Standard

    Exam study guide: overview, topic confidence checklist, concepts, KaTeX formulas, practice Q&A, spaced repetition, exam-day plan

Step 3

Practice

  1. Stock Pitch Template (Long or Short Equity Idea)

    Full

    Recommendation and target, three-point thesis, variant perception, catalysts, bull/base/bear scenarios with KaTeX expected value, risks, sizing, exit triggers

    Buy-side practice; EU MAR Art. 20; SEC Regulation AC

  2. Equity Research Report Template (Reg AC, MAR Art. 20)

    Full

    Initiation report: key data, thesis, business, industry, financials, forecasts, valuation and target price, risks, ESG, Reg AC and MAR disclosures

    Regulation AC (17 CFR 242.500-505); MAR Art. 20; Delegated Reg (EU) 2016/958

  3. Finance Case Analysis Template (Case Method, Teaching Note)

    Full

    Decision maker and question, situation and issue diagnosis, WACC and NPV/IRR analysis, valuation, alternatives scoring, recommendation, implementation, teaching note

    Business-school case method (HBS, Ivey named only)

  4. Valuation Report Template (DCF, Comparables, Precedent Transactions)

    Full

    Business valuation: standard of value, normalisation, forecast, DCF and WACC, trading comps, precedents, asset approach, sensitivity, reconciliation

    IVS (effective 2025-01-31), structure aligned; IFRS 13 and ASC 820 by name

  5. Comparable Companies Analysis Template (Trading Comps)

    Full

    Trading comps study: peer screen, conventions, calendarisation, EV build, multiples, statistics and outliers, positioning, implied range, football field

    Market practice; IVS 103 market approach (structure aligned, number only)