The finance learning path
Notes by Sara covers finance in nine subjects, arranged so each one builds on the one before it. Start with Foundations if you are new to finance, or jump to the subject you are studying now.
New notes are published subject by subject. Foundations is open now, beginning with Time Value of Money.
How each note works
Every note follows the same structure, so you always know where to look:
- The idea in plain words, before any formula.
- The formula, with every term explained.
- A worked example, with each step shown.
- Common mistakes students make in exams.
The subjects
| Subject | What it covers | Status |
|---|---|---|
| Foundations | What finance is, financial math, statistics for finance, accounting basics | Open |
| Personal Finance | Budgeting, credit and debt, mortgages, insurance, retirement accounts and investing basics | Coming soon |
| Financial Statement Analysis | Ratio analysis, earnings quality and red flags | Coming soon |
| Corporate Finance | Capital budgeting, cost of capital, capital structure, payout policy, raising capital, M&A | Coming soon |
| Valuation | DCF, dividend discount models, multiples, LBOs and financial modelling | Coming soon |
| Investments & Portfolio Theory | Portfolio theory, market efficiency, performance measurement | Coming soon |
| Equity Markets | Stocks, exchanges, order types, funds and ETFs, and investing styles | Coming soon |
| Fixed Income | Bond pricing, yields, duration and securitised products | Coming soon |
| Derivatives | Forwards, futures, swaps and options | Coming soon |
Suggest a topic
If there is a concept you are stuck on, email [email protected]. Requests help decide what gets written next.