Preparation Essentials
Setting yourself up for success in financial analysis requires the right groundwork. We've mapped out everything you need to know before diving in.
Foundation Requirements
These aren't barriers—they're stepping stones. Most students find they already have more of these skills than they initially thought, or can build them quickly through our recommended resources.
Mathematical Comfort
You don't need a mathematics degree, but comfort with percentages, ratios, and basic algebra will serve you well. Think GCSE level maths—if you can calculate a tip or work out mortgage payments, you're likely ready.
Digital Literacy
Basic spreadsheet skills are essential. Excel or Google Sheets experience with formulas, charts, and data organisation will give you a head start. We'll build on these foundations throughout the programme.
Learning Commitment
Plan for 8-12 hours per week of focused study time. This includes live sessions, practical exercises, and independent reading. Consistency matters more than intensity—regular practice builds stronger skills.
Market Awareness
A basic understanding of how businesses work and current economic events will enhance your learning. Reading financial news occasionally and understanding terms like revenue, profit, and market trends provides helpful context.
Readiness Self-Assessment
Use this checklist to gauge your current preparedness level. Don't worry if you can't tick every box—many of these skills develop naturally as you progress through the course.
Your Preparation Timeline
Start building your foundation now. These steps will help you arrive confident and ready to make the most of your learning experience.
Strengthen Your Excel Skills (2-3 weeks before)
If spreadsheets feel unfamiliar, spend time practising basic functions. Create a personal budget, track expenses, or analyse household data. The more comfortable you become with Excel's interface and basic formulas, the smoother your learning journey will be.
Build Financial Vocabulary (2 weeks before)
Start reading the Financial Times business section or BBC Business news regularly. Focus on understanding rather than memorising—context helps technical terms stick. Create a simple glossary of new terms you encounter in your reading.
Set Up Your Learning Environment (1 week before)
Prepare your workspace, test your internet connection, and ensure you have the latest version of Excel or access to Google Sheets. Download any recommended reading materials and create a dedicated folder for course resources on your computer.