← Curriculum

8 phases

Foundations

Start here: the basics, assuming you know nothing yet.

From Fraser & Ormiston's Understanding Financial Statements and Berk & DeMarzo's Corporate Finance, reduced to plain language and small round numbers.

Read this whole track on one page →
  1. Phase 1

    What a business is, financially

    Revenue, cost, profit and cash — and who has a claim on what is left.

  2. Phase 2

    The three statements and how they link

    A film, a photograph and a bank statement — and the two lines that join them.

  3. Phase 3

    Reading a balance sheet

    Assets = liabilities + equity, and what 'current' actually means.

  4. Phase 4

    Reading an income statement

    From revenue down to net income, and the three margins on the way.

  5. Phase 5

    Reading a cash flow statement

    Operating, investing, financing — and why profitable companies go bust.

  6. Phase 6

    Basic ratios you can do in your head

    Margin, growth, return, liquidity and leverage — with the rounding tricks for each.

  7. Phase 7

    Money has a time cost

    Interest, compounding, discounting and the Rule of 72 — the intuition first.

  8. Phase 8

    Where the money comes from

    Debt, equity, and what 'cost of capital' means before any formula.