Toolkits & Checklists Hub
A collection of practical job aids, templates, and checklists to support financial analysis and decision-making.
Explore Our Toolkits
Credit Analysis Due Diligence Checklist
A comprehensive checklist for conducting due diligence in credit analysis, covering business, financial, industry, and management factors.
View ChecklistFinancial Model Review Checklist
A step-by-step guide to reviewing financial models for accuracy, integrity, and best practices. Essential for ensuring model reliability.
View ChecklistDebiasing Checklist for Analysis
A tool to help analysts identify and mitigate common cognitive biases (e.g., confirmation bias, anchoring) in their research and analysis process.
View ChecklistBasic Financial Ratios Calculator Guide
A guide and conceptual template for building a basic financial ratios calculator. Explains key liquidity, profitability, and leverage ratios.
View Guide