Who Should Take This Course?

  • You're a busy Student or Professional
    and don't have a ton of time

    You're incredibly busy, juggling multiple commitments. You don't have 10+ hours for a long-winded course.

    We've distilled nearly two decades of experience to help you work through filings quickly and effectively.

  • You're aiming for Bulge-Bracket, Elite Boutique or Middle-Market IB

    We've led training at BB, EB, and MM Investment Banks and at top Business Schools and can help you avoid common modeling pitfalls.

    You'll need to fly through filings when you hit the desk and this course will make you look like an all-star.

  • You're aiming for the Buy-Side (Private Equity or Inv. Mgmt)

    We've led training at lower-middle market to megafund Private Equity firms as well as the world's largest Hedge Funds and Mutual Funds.

    To succeed as an Investor you'll need to quickly work through Public Company Filings without getting bogged down in the details.

Don't Take Our Word For It!

Read reviews from students who have completed this course.

5 star rating

Navigate the Filings

Kiran Jacob

So many students don't comprehend the importance of being able to source direct financial information from public documents including annual and quarterly fi...

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So many students don't comprehend the importance of being able to source direct financial information from public documents including annual and quarterly filings. Thanks to Mike I now have a framework built out for understanding where I can source valuable information from that can influence my overall thesis/understanding of a company, whether I'm looking at a car manufacturer or a shoe company.

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5 star rating

Learned so much!

Logan Rehwinkel

This is a great module, goes in-depth in a way you can understand it.

This is a great module, goes in-depth in a way you can understand it.

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5 star rating

Enlightening

Damie Ajibola

The video helped me understand how to navigate different documents easily.

The video helped me understand how to navigate different documents easily.

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star rating

5 star rating

Easy to follow

Nick Maricocchi

Very helpful for newcomers to finance. Easy to follow and important guidance that is helpful.

Very helpful for newcomers to finance. Easy to follow and important guidance that is helpful.

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5 star rating

Super applicable!

Leonardo Morais Ting

I am returning to the investment bank where I interned my sophomore year and the "Navigate the Filings" course gave me a leg up when hitting the desk.

I am returning to the investment bank where I interned my sophomore year and the "Navigate the Filings" course gave me a leg up when hitting the desk.

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5 star rating

it was great. Very concise

Genene Savall Wedd

5 star rating

Huge Game Changer!

Martino Pasteur

Love the course

Love the course

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5 star rating

Amazing course - could not recommend more

Jayme Opdahl

Mike has spent many hours perfecting all of these courses, and this is no exception. When it came to navigating filings, I was always very lost. This course ...

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Mike has spent many hours perfecting all of these courses, and this is no exception. When it came to navigating filings, I was always very lost. This course has made looking at filings much easier to navigate and comprehend! Could not recommend more

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5 star rating

BEST CONTENT TO PREP FOR IB

Myles Opdahl

I've interned one summer in private equity and one summer at MM IB. This content directly sets you ahead for all the skills needed on the job. Complete these...

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I've interned one summer in private equity and one summer at MM IB. This content directly sets you ahead for all the skills needed on the job. Complete these course and you will definitely be a top performer in your class.

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5 star rating

A Must in Finance

Olivia Zhang

As a total beginner, going through this course really helped me gain an in-depth understanding of the filings and do better research!

As a total beginner, going through this course really helped me gain an in-depth understanding of the filings and do better research!

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5 star rating

Fantastic Course

Spencer Nash

As a university sophomore, this course was essential to my finance learning and set the foundation for all accounting work to come. Finance-able breaks down ...

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As a university sophomore, this course was essential to my finance learning and set the foundation for all accounting work to come. Finance-able breaks down topics in very digestible frameworks and I would highly recommend to any and everyone.

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Are Your Courses Really Different?


We built this course to help you to operate
like a pro as soon as you hit the desk.


Master the Common On-The-Job Requests


Course Curriculum


Total Course Time: 4 Hours

    1. Business Mental Map Goals (5 Min)

      FREE PREVIEW
    2. Business Basics + Risks (24 Min)

      FREE PREVIEW
    3. PowerPoint: Business Mapping Exercise (EMPTY)

    4. Preliminary Business Map (4 Mins)

      FREE PREVIEW
    5. PowerPoint: Business Mapping Exercise (DONE)

    6. Excel: Navigate the Filings - Exercise File

    7. Time for Excel: Business Mapping (10 Min)

    8. Dissecting the Numbers (7 Min)

    9. Interpreting the Financial Statements (21 Min)

    10. How Does This Business Make Money? (11 Min)

    11. What's Driving the Numbers? (16 Min)

    12. Intro to the Notes (2 Min)

    13. Priority Financial Notes (10 Min)

    14. Burn It In!

    15. Test Your Skills!

    1. Intro: LTM Calculations (2 Min)

    2. LTM Process + Examples (4 Min)

    3. Levi's - LTM Revenue (2 Min)

    4. Levi's - LTM EBITDA (2 Min)

    5. Optional: LTM Excel Exercise (1 Min)

    6. LTM EBITDA in Real Life (2 Min)

    7. Burn It In!

    8. Test Your Skills!

    9. Take a Breather (3 Min)

    10. How are you feeling?

About this course

  • 76 lessons

Do You Really Know What You're Doing?


Learn from a former Investment Banking, Private Equity, and Hedge Fund practitioner (and Columbia Business School professor) who has successfully trained thousands of students. 



Mike has accumulated a unique range of experiences as a practitioner and teacher across the core areas of top-tier Finance. 


In Finance|able's courses, Mike ties these experiences together to help students see each situation from buy-side, sell-side, and operating roles using time-tested methods from over a decade and a half working and teaching on Wall Street.

Mike oversees all curriculum development and is building the only curriculum available that is purpose-built to tie together the common threads across disciplines above to maximize your potential as an analyst.


Coming from a non-traditional background, our founder, Mike Kimpel, is incredibly passionate about helping newcomers learn about (and excel in!) the world of Finance!


You will be able to succeed whether you're headed to Investment Banking, Private Equity, Investment Management, Corporate Finance, or M&A.


You'll learn to be much more than a "Monkey" with our training. 

How Are Your Courses Different?


Learn Effortlessly With Our Intuitive, Visual Approach


Many finance courses look like a copy-paste from a textbook to a slide.

 

Let's face it, nobody likes learning this way... especially not in 2022. 

Our courses are designed with a highly-visual approach to help make learning easier, more engaging... and call us crazy... but even a little bit fun!


To quote an early user: 

"When you mentioned that there's nothing out there like this, I thought you meant you just had a better understanding of accounting than others. But the Finance|able platform is actually one of a kind. The mini quizzes and visuals are amazing and they're a perfect way to learn." 



Zero Time Wasted!

 

You're a busy person, with a lot on your plate!

 

We skip the fluff and zero in on what you really need to know!


As an example, many Excel courses teach you every Excel Function under the sun.  

In contrast, our Excel Survival Kit focuses on what you'll actually use day-to-day as an analyst


And our Excel course is built around a comprehensive project that actually reflects what you will actually do on the job!


We continue to be baffled by Financial Analyst programs that boast about 10-20+ hours of content...in a world where attention spans are shrinking by the minute.


It reminds us of the famous Mark Twain Quote:

“I apologize for such a long letter – I didn't have time to write a short one.”


Don't worry, you won't need 20+ hours to learn core topics with our courses!



Ace Any Task with Our Dynamic Frameworks


Most intro-level finance courses are built around a particular company case. 

This sounds like a great idea, but it has two major issues:

  1. Attempting to learn company-specific details while simultaneously learning model mechanics (often ends with information overload and pure confusion).
  2. Building your foundational constructs around a single company. But every model build has company-specific nuances. 



While we will offer real-company cases, our foundational courses are built around a simplified example to ensure you build a strong conceptual foundation.


We further reinforce your learning with Visual Mental Maps for everything from Valuation to Financial Modeling. 


With our courses and mental maps, you will be able to attack any model with confidence instead of getting lost in one-off nuances of individual companies. You won't get lost in the weeds in our courses!




Prep For Interviews Within The Course


Within each section of our Concepts and Buyside Essential courses, you'll find a walkthrough of common interview questions tied to the concepts covered. 


With this approach, we not only help you build a strong conceptual foundation but also prepare you to nail your interviews. 




No More Information Overload!


Our courses are designed to deliver exactly what you need, based on where you are in your career progression.  


We know your foundational training is only the beginning. 


And we build our courses to provide you with exactly what you need at every stage of your learning journey.  


In the end, we're aiming to provide you with everything you need to survive your first 5-10 years on the job. 


Interested, But Not Ready To Take The Plunge?

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