Free learning pathL0–L4

Deal advisory

Build the foundations, methods and work samples used in deal advisory roles.

An entry-level learning direction with educational tasks; check target-role requirements.

Practice setWork-sample templateJobs, resources and experiencesJobs, resources and experiences

Your learning checklist

Required items: 0 / 10 completed or already known

Device storage

Next: Read a role through its responsibilities

Checklist statuses are self-reported; exercise scores are recorded separately. You can reset any item.

L0

Know the role

  1. Read a role through its responsibilitiesRequired

    Translate a role description into three observable learning goals.

L1

Build foundations

  1. Spreadsheet formulas and reconciliationRequired

    Build a sourced calculation table with an independent check.

  2. Statistics, samples and uncertaintyOptional

    Describe a distribution and its limits of inference.

  3. Deal purpose and diligence scopeRequired

    Independently: Separate commercial, financial and legal diligence questions.

  4. Quality of earningsRequired

    Independently: Compare earnings, cash and management adjustments.

L2

Develop core skills

  1. Adjustment bridgesRequired

    Independently: Bridge reported to explicitly defined adjusted earnings.

  2. Working capital and seasonalityRequired

    Independently: Compare monthly receivables, inventory and payables.

  3. Debt and cash scopeRequired

    Independently: List debt, cash and unresolved items in a fictional deal.

L3

Practise scenarios

  1. Research, citation and argumentRequired

    Write a sourced analytical paragraph with limitations.

  2. Management questionsRequired

    Independently: Turn each exception into an evidence request or question.

  3. Deal findings and limitationsOptional

    Independently: Write a one-page findings memo with evidence strength and open issues.

L4

Build a work sample

  1. Present an inspectable work sampleRequired

    Submit a work sample with method, results and reflection.

Try a practice set

Calculations and choices receive immediate checks. Review open responses yourself against the rubric. All examples are educational.

1. Reported earnings 100 plus a one-off cost adjustment of 10 gives?
2. What should an earnings bridge avoid?
3. After the management questions task, state one assumption, one supporting fact and one condition that would change your conclusion.

Earnings quality and working-capital brief

For this earnings quality and working-capital brief, bound the problem to one educational scenario. List inputs and assumptions, preserve calculations and distinguish findings from missing evidence.

Define the question, scope and success criteria of this earnings quality and working-capital brief.

Record data, source links, dates, units and assumptions.

Write reproducible steps with calculations, evidence or a process map.

Separate observations, interpretation and recommendations.

List unknowns, validation steps and conditions that change the conclusion.

Work-sample checklist