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Dheeraj Vaidya, CFA, FRM shared thisEnroll here: https://lnkd.in/ev5D45zf Most people targeting finance roles know the buzzwords. Very few actually understand how the industry really works, and that gap is exactly what holds candidates back. This free course closes that gap. 14 topics. 100% free. Built to give you real clarity, not just theory. Here's what you'll walk away with 👇 ➜ IB Basics: what investment banks actually do, day to day ➜ Equity Research: how analysts value companies and why it matters ➜ M&A: how deals get structured, valued, and pitched ➜ Underwriting: how banks help companies raise capital ➜ Capital Raising: debt vs equity, and how the process really works ➜ IB Hierarchy: analyst to MD, and what each role actually does ➜ Front Office vs Back Office: where the real client work happens ➜ Buy Side vs Sell Side: the two sides of every deal, explained simply By the end, you'll understand the language of Wall Street, how the industry is structured, and exactly where you'd fit in, with confidence, not guesswork. And once you've got the foundation down, you'll be ready for what comes next: building the real skills, modeling, valuation, that actually get you hired. If you're serious about a career in finance, this is the smartest place to start. Free, practical, and built by people who've actually worked the desk. Enroll free: https://lnkd.in/ev5D45zf #InvestmentBanking #FinanceCareers #WallStreet #EquityResearch #MergersAndAcquisitions #FinancialModeling #CareerInFinance #WallStreetMojo #FreeCourse #FinanceEducation #FreeFinanceCourse
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Dheeraj Vaidya, CFA, FRM shared thisComment ""JARGON"" and I'll share the download link for the full 500-term guide. Free. Finance has its own language. EBITDA, WACC, DSCR, SOFR, MOIC, NSFR. The list never ends. Early in my career, I nodded along in meetings and Googled half the terms later. It slowed me down. So I built the reference I wish I had. 500 Business & Finance Abbreviations. One clean PDF. What's inside: ✅500 terms across 14 categories ✅ Accounting, valuation, M&A, private equity, banking, markets, economics, risk, regulation, tax, treasury and fintech ✅Each term with its full form and a plain-English meaning ✅A clickable index so you find anything in seconds Who it's for: ✅MBA and finance students ✅CFA and FRM candidates building their base ✅Analysts and associates who want to stop second-guessing ✅Founders and operators reading their own numbers ✅ Anyone who sits in finance meetings and wants to keep up Keep it open in a tab. Skim it before a meeting. Pull it up when a deck throws an acronym you half remember. Comment ""JARGON"" and it's yours. #Finance #InvestmentBanking #FinancialModeling #CFA #FRM #Accounting #CorporateFinance #PrivateEquity
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Dheeraj Vaidya, CFA, FRM shared thisComment ""VALUATION"" below, and I'll share the download link for this FREE copy. Inside the 25-page guide: → Enterprise Value ↔ Equity Value (both directions) → DCF: FCFF vs FCFE, WACC, CAPM, Beta & Terminal Value → Trading Comps vs Precedent Transactions → Valuation Multiples and when to use each → LBO Returns, Accretion/Dilution, Synergies & Goodwill → Advanced topics like SOTP, NOLs, Treasury Stock Method & DLOM Whether you're aiming for Investment Banking, Equity Research, Private Equity, or preparing for CFA/FRM interviews, I hope this guide makes your preparation a little easier. This guide will save you hours of searching and help you build a much stronger understanding of the concepts that interviewers care about. Questions like: • ""Walk me through Enterprise Value to Equity Value."" • ""Why do we use EV/EBITDA instead of P/E?"" • ""Why can't you use Equity Value / EBITDA?"" These aren't meant to trick you. They're designed to see how well you understand valuation and whether you can explain your thought process with confidence. To make your preparation easier, I have put together a free guide: 100 Valuation Interview Questions With Answers It's not just a collection of definitions. Every answer is explained in a logical, interview-friendly way so you know not only what to say, but why. If you know someone preparing for finance interviews, feel free to repost ♻️ so it reaches them too. #Valuation #InvestmentBanking #EquityResearch #CFA #FRM #FinancialModeling #PrivateEquity #FinanceCareers #WallStreetMojo"
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Dheeraj Vaidya, CFA, FRM shared thisIf you'd like a free copy, comment CFO and I'll share it with you. Great CFOs don't rely on AI. They rely on experience, judgment, and business understanding. AI simply helps them get to the first draft faster. Whether you're preparing board reports, analyzing performance, evaluating investments, or communicating with stakeholders, AI can help structure your thinking. The final decisions still belong to the CFO. The key is knowing how to ask the right questions. For example, instead of: ""Help me prepare for the board meeting."" Try: ""Act as the CFO of a $500M company. Prepare the monthly board financial report for June. Include a one-page P&L scorecard (Actual vs Budget vs Prior Year), three executive insights, and the top three financial risks with their potential financial impact."" The prompt doesn't replace your expertise. It simply gives you a stronger starting point. That's why I created 50 Claude Prompts for CFOs. It's a collection of practical prompts that finance leaders can adapt for their own organizations across: • Strategic Planning • Board Reporting • Financial Analysis • Capital Allocation • Investor Relations • Risk Management • Budgeting & Forecasting • Digital Transformation Think of it as a productivity toolkit, not a replacement for professional judgment. #WallStreetMojo #CFO #FinanceLeadership #CorporateFinance #FPandA #FinancialModeling #StrategicFinance #ClaudeAI #AIinFinance
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Dheeraj Vaidya, CFA, FRM shared thisFinancial Modeling and Valuation are two of the most valuable skills in finance. While they're often used together, each serves a different purpose and mastering both can give you a significant edge in your career. 📊 Financial Modeling helps you forecast how a business is likely to perform. 💰 Valuation helps you estimate what that business is worth. Think of it this way: ➡️ Financial Modeling builds the engine. ➡️ Valuation tells you what that engine is worth. Understanding the difference can help you make better financial decisions, build stronger models, and analyze companies with greater confidence. This infographic breaks down the key differences across: ✅Purpose ✅Focus ✅Time Horizon ✅Key Outputs ✅Key Inputs ✅Tools Used ✅Who Uses It Whether you're a finance student or working in Investment Banking, Equity Research, FP&A, Corporate Finance, or Private Equity, these concepts form the foundation of financial analysis. 📌 Save this post for future reference. #Finance #FinancialModeling #Valuation #InvestmentBanking #EquityResearch #PrivateEquity #CorporateFinance #FPA #Excel #FinanceCareer #CFA #FRM #WallStreetMojo
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Dheeraj Vaidya, CFA, FRM shared thisMost finance professionals know the formula. Current Ratio = Current Assets ÷ Current Liabilities The real value comes from knowing how to use it. Questions like: • Is a Current Ratio of 1.5 considered healthy? • When is this ratio most useful? • What does a low or high ratio tell you? • How do companies like Apple and Walmart compare? • Which ratios matter most for valuation and financial analysis? Answering these questions is what turns financial ratios into real analytical skills. That's why I created the Top 50 Financial Ratios Tracker (Excel). A free Excel toolkit designed to help you confidently understand, apply, and interpret financial ratios. Here's what you'll get: ✔ 50 essential financial ratios explained in plain English ✔ Ready-to-use Excel formulas ✔ Industry benchmark ranges to help you interpret results with confidence ✔ Skill-level guidance from Beginner to Advanced ✔ 6 structured sections: • Liquidity • Profitability • Leverage • Coverage • Valuation • Efficiency ✔ Built-in LIVE Ratio Calculator — simply enter the numbers and get instant results. Whether you're preparing for interviews, building financial models, analyzing companies, or studying for the CFA/FRM, this is a resource you'll keep coming back to. If you're a: • Finance student • Financial Analyst • CFA / FRM candidate • Investment Banking aspirant • Equity Research professional • FP&A or Corporate Finance professional ...this tracker is for you. 👇 Want the Excel file? Comment ""RATIO"" below and I'll send it to you. 💾 Save this post so you can refer back to it anytime. 👥 Tag someone who would find this useful. #Finance #FinancialRatios #FinancialModeling #InvestmentBanking #EquityResearch #Valuation #CFA #FRM #Accounting #Excel #FinanceCareer #WallStreetMojo
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Dheeraj Vaidya, CFA, FRM shared thisComment ""DCF"" and I will share the download link for this free PDF. Early in my career, someone asked me to ""build a model."" I froze. Which model? There are at least a dozen, and each one does something different. If that sounds familiar, this will help. I made a clean guide that breaks down the Types of Financial Models, the way I wish someone had explained them to me. 11 models. Plain English. For each one: What it is. When to use it. The key inputs. What to watch out for. From the three statement model that sits under everything, to DCF, comps, LBO, M&A, IPO, SOTP and more. Perfect if you are preparing for finance interviews, sitting for CFA or FRM, or just want to finally connect the dots. #FinancialModeling #CFA #FRM #Valuation #FinanceCareers #EquityResearch #InvestmentBanking
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Dheeraj Vaidya, CFA, FRM shared thisComment ""RESEARCH"" to download my Equity Research Report Template (Free). What's Inside? ➜ 11 ready-to-edit sections, from company snapshot to price target ➜ Complete DCF and relative valuation models, fully worked ➜ 5-year financial statements, SWOT analysis, and Bull / Base / Bear scenarios ➜ Plain-English notes explaining exactly what to add in each section Who Is It For? ➜ MBA, CA, and CMA students building their first research reports ➜ Equity Research Analysts and FP&A professionals ➜ CFA and FRM candidates ➜ Investment Banking (IB) and Private Equity (PE) associates Think of it as a starting point, not a shortcut. The structure is done for you. The thinking stays yours. To Get It: ➜ Comment ""RESEARCH"" below ➜ Follow me so I can DM you the download link #EquityResearch #FinancialModeling #Valuation #CFA #FRM #InvestmentBanking #FPandA #StockAnalysis #DCF #FinanceCareers #WallStreetMojo
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Dheeraj Vaidya, CFA, FRM shared thisComment ""AI"" and I'll send you this free AI Financial Analyst Toolkit. 👇 I built the exact Excel workspace I wish I had as a junior analyst - one file that does the heavy lifting, so AI can do the rest (after you audit it). Here's what's inside — 7 connected tabs: → Index — jump to any tab from one screen → AI Prompt Library — 12 copy-paste, audit-ready prompts → Financial Ratios — 25+ ratios that auto-calculate live → Valuation Multiples — when to use each, and the traps → DCF Calculator — change one input, the valuation updates → AI Audit Framework — the 8-point ""verify, don't trust"" check → Excel Functions — the 14 every analyst must master 107 live formulas, already wired for you. How to use it (takes 2 minutes): 1) Open the Index and pick a tab. 2) In Financial Ratios or the DCF, type your company's numbers into the blue cells - everything recalculates on its own. 3) Grab a prompt from the AI Prompt Library, paste it into your AI tool, then run the output through the Audit Framework before you trust a single number. That last step is the whole point: AI is an accelerant, not an oracle. The toolkit makes you faster - you stay the analyst. Comment ""AI"" below and it's yours. ♻️ Repost to help another analyst. #FinancialModeling #FinancialAnalysis #Finance #ArtificialIntelligence #Excel #CFO #InvestmentBanking #EquityResearch #FPandA #CareerInFinance
Dheeraj Vaidya, CFA, FRM replied to a comment
11h
Jomo Muro Hi! 🙂 You can download the guide “50 Claude Prompts for CFOs” here: http://wallstreetmojo.kit.com/50-cfo-prompts-finance-leaders
Dheeraj Vaidya, CFA, FRM replied to a comment
11h
Jorge Guevara Chang Hi! 🙂 You can download the guide “50 Claude Prompts for CFOs” here: http://wallstreetmojo.kit.com/50-cfo-prompts-finance-leaders
Dheeraj Vaidya, CFA, FRM replied to a comment
11h
mohamed abdul kaboor Hi! 🙂 You can download the guide “50 Claude Prompts for CFOs” here: http://wallstreetmojo.kit.com/50-cfo-prompts-finance-leaders
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Dheeraj Vaidya, CFA, FRM liked thisDheeraj Vaidya, CFA, FRM liked thisSome founders try to win the game. Pramod invented his own.. 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝗻𝗼𝗯𝗼𝗱𝘆 𝘁𝗮𝘂𝗴𝗵𝘁 𝗵𝗶𝗺 𝘁𝗵𝗲 𝗿𝘂𝗹𝗲𝘀 𝗮𝗻𝘆𝘄𝗮𝘆.... His lesson? What you think is a defect is actually a feature. He went to IIT. But he didn't grow up there. He grew up in a village. His parents were farmers. His mom learned to read and write when she was 50. Then he built Osmo. Sold it for $120 million. Now he's building Napkin AI. Already at $10 million. But the wins aren't where the lesson lives. The lesson is what school never taught him. Your accent. Your background. Your parents. None of it is a bug. All of it is a feature. Stop trying to fit the mold. Get comfortable with who you are. That's where the joy is. What did his mom teach him that no investor ever could? Men don't share their failures. They're too afraid of being judged. And they miss everything they could've learned just by saying it out loud. His 12-year-old son knows his problems. That's by design. Because when you care about something that much, it teaches you about yourself. So what's the trap most ambitious kids fall into? Stanford and IIT teach you how to win someone else's game. They don't teach you how to invent one. Figure out what you actually enjoy. Because it's a lot easier to win a game when you're having fun playing it. And almost impossible when you're not.
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Dheeraj Vaidya, CFA, FRM liked thisDheeraj Vaidya, CFA, FRM liked this🎤 𝗣𝗮𝗻𝗲𝗹 𝗦𝗽𝗼𝘁𝗹𝗶𝗴𝗵𝘁 𝗮𝘁 𝗜𝗻𝗱𝗶𝗮 𝗛𝗲𝗮𝗹𝘁𝗵 𝟮𝟬𝟮𝟲 We are honored to welcome Ajay Mahipal, Co-Founder & General Partner, HealthKois A dynamic leader in healthcare investing and innovation, Ajay Mahipal brings deep expertise in scaling healthcare platforms, building sustainable models, and enabling access across emerging markets. His work focuses on driving impactful growth in healthcare delivery beyond urban centers. At India Health 2026, he will join an insightful panel discussion on: “𝗕𝗲𝘆𝗼𝗻𝗱 𝗠𝗲𝘁𝗿𝗼𝘀: 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗦𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗛𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗶𝗻 𝗧𝗶𝗲𝗿 𝟮 & 𝟯 𝗠𝗮𝗿𝗸𝗲𝘁𝘀” 💡 Gain valuable insights into how healthcare ecosystems are expanding reach, improving accessibility, and building scalable models across underserved geographies. 📅 𝟮𝟭–𝟮𝟯 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬𝟮𝟲 📍 𝗛𝗮𝗹𝗹 𝟲, 𝗕𝗵𝗮𝗿𝗮𝘁 𝗠𝗮𝗻𝗱𝗮𝗽𝗮𝗺, 𝗡𝗲𝘄 𝗗𝗲𝗹𝗵𝗶 🔗 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://99fw.in/lCvEF 📌 Join us and be part of this transformative dialogue. Rahul Deshpande | Mehraj Waghu | Dheeresh Bangera | Kratika Singh | Darshan Thakkar | Mahesh Verma | WHX Dubai | Ariba Shaikh | Asiya Rashid | Rutika Jadhav #IndiaHealth #HealthcareInnovation #HealthEquity #EmergingMarkets #HealthcareLeadership #ThoughtLeadership
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