Introduction
This page is dedicated to the most important question in financial analysis: "So what?". It's not enough to identify what numbers are moving and why. The real value comes from understanding the impact and why it matters. This hub provides resources to help you develop the skills to form a compelling narrative, think critically, and deliver persuasive analysis.
Forming a Narrative
Narrative Storytelling
Delve deeper into the art of storytelling in a financial context.
Presentation Skills
Delivering a Compelling and Persuasive Narrative
Critical Thinking
Analytical Thinking
The "So What?" Element of Financial Analysis
Collected Resources
Credit Analyst Resources
CFA Materials
Financial Modeling
- Financial Modeling Overview
- Advanced Topics
- Best Practices
- Excel Tips
- Forecasting Techniques
- Quizzes
- Templates
- Valuation Applications
Risk Management
- Risk Management Overview
- Credit Risk
- Enterprise Risk Management
- Liquidity Risk
- Market Risk
- Operational Risk
Legal Analysis
- Legal Analysis Overview
- Covenant Compliance and Reporting
- Miscellaneous Credit Analysis Topics
- How to Read Legal Documents
- Waterfall, EOD, and Enforcement Priority
- Appendices and Syndication Bank Roles
- Key Terms and Definitions
- Security and Collateral Analysis
Other Resources
- Copilot Quest
- Corporate Credit Risk Analyst Training
- Industry Primers
- Behavioral Finance
- Toolkits and Checklists
- Professional Development
- Fintech
- Learning Paths
- Interactive Notebooks
- Market Outlook
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- CFA/Level_1/Quizzes/index.html
- CFA/Level_1/Case_Studies/index.html
- CFA/index.html
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- primers/html/industrials.html
- primers/html/consumer_products.html
- primers/html/financial_institutions.html
- primers/html/automotive.html
- primers/html/technology.html
- primers/index.html
- Behavioral_Finance/index.html
- copilot_hub.html
- global_markdown_viewer.html
- Toolkits_and_Checklists/index.html
- Professional_Development/index.html
- Fintech/Advanced_Topics/index.html
- Fintech/index.html
- Learning_Paths/index.html
- Interactive_Notebooks/CFA_Quant_Methods/index.html
- Interactive_Notebooks/Valuation_Components/index.html
- Interactive_Notebooks/Fixed_Income/index.html
- Interactive_Notebooks/Risk_Management/index.html
- Interactive_Notebooks/Market_Analysis/index.html
- Interactive_Notebooks/Legal_Analysis/index.html
- Interactive_Notebooks/index.html
- Interactive_Notebooks/Financial_Modeling/index.html
- so_what/index.html
- quiz_viewer.html
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- Risk_Management/Enterprise_Risk_Management/index.html
- Risk_Management/index.html
- Risk_Management/Market_Risk/index.html
- Risk_Management/Operational_Risk/index.html
- Risk_Management/Credit_Risk/index.html
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- legal_analysis/covenant_compliance_and_reporting/reporting_obligations.html
- legal_analysis/miscellaneous_credit_analysis_topics/comparative_tables.html
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- legal_analysis/appendices_syndication_bank_roles/loan_syndication_process_overview.html
- legal_analysis/key_terms_and_definitions/default_and_security_terms.html
- legal_analysis/security_and_collateral_analysis/types_of_guarantees.html
- view_glossary.html
- index.html
- Financial_Modeling/Forecasting_Techniques/index.html
- Financial_Modeling/Best_Practices/index.html
- Financial_Modeling/Advanced_Topics/index.html
- Financial_Modeling/Valuation_Applications/index.html
- Financial_Modeling/Templates/index.html
- Financial_Modeling/index.html
- Financial_Modeling/Excel_Tips/index.html
- home.html
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- copilot-quest-game/src/website/high-scores.html
- copilot-quest-game/src/website/prompt-engineering-guide.html
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- corporate-credit-risk-analyst-training/solutions/index.html
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- corporate-credit-risk-analyst-training/modules/04-the-credit-lifecycle/index.html
- corporate-credit-risk-analyst-training/modules/08-specialized-industries/index.html
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- outlook/2H25.html