Chartered Financial Analyst Level I Prep Playbook – Excel XLSX

BENEFITS OF THIS DOWNLOADABLE EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

FINANCIAL ANALYSIS EXCEL DESCRIPTION

Chartered Financial Analyst Level I Prep Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

Chartered Financial Analyst Level I Prep Playbook

You are investing time and money to earn this certification but most study materials give you theory without practical application. You need structured assessments that mirror real exam scenarios and real-world implementation tools you will use on the job.

The average certification exam costs $500 to $750 per attempt. Failed attempts waste 3 to 6 months of preparation time. The opportunity cost of delayed certification is even higher in career progression and salary.

Go from passive studying to active, structured preparation with 210 practice assessment questions across 7 domains, real-world implementation templates, and operational tools that prove your competence beyond the exam.

Certification boot camps charge $3,000 to $5,000 for a week. Private tutoring runs $150 to $300 per hour. This playbook gives you the same structured methodology, tools, and frameworks for a fraction of the cost.

WHAT IS INSIDE: 63 PROFESSIONAL FILES

This is not a course, not a workbook, not a set of slides. This is 63 practitioner-grade tools (6 PDFs + 57 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.

THREE-PHASE IMPLEMENTATION JOURNEY

Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all seven im

Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is

Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of 60+ PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-co

210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS

Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.

•  Ethical Professional Standards
•  Quantitative Methods TVM Statistics
•  Quantitative Methods Probability Hypothesis
•  Microeconomic Analysis
•  Macroeconomic Principles
•  Financial Reporting Analysis Income Statement
•  Financial Reporting Analysis Balance Sheet Cash Flows

10 OPERATIONAL RUNBOOKS AND CHECKLISTS

Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.

•  Ethical Dilemma Resolution Runbook
•  Financial Statement Analysis Lifecycle Checklist
•  Time Value of Money Calculation Procedures
•  Ratio Analysis Benchmarking Worksheet
•  DCF Valuation Modeling Guide
•  Fixed Income Security Analysis Checklist
•  Derivatives Position Handoff Protocol
•  CFA Exam Simulation Integration Checklist
•  Corporate Issuers Capital Budgeting Runbook
•  Equity Valuation Methods Comparison Framework

WHO BUYS THIS

•  Professionals implementing chartered financial analyst level i prep who need structure, not another generic guide
•  Consultants who want to deliver a professional-grade engagement without building every tool from scratch
•  Team leads and managers who need to demonstrate progress to leadership with real metrics
•  Compliance officers and auditors who need documented, defensible processes

WHAT MAKES THIS DIFFERENT

•  63 files, not a single PDF. This is a complete implementation toolkit.
•  210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
•  10 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
•  Built by practitioners with 25 years of enterprise experience across 692 frameworks.
•  Used by professionals in 160+ countries.

Instant download. Open the first assessment. Score your organisation. Know exactly where to start.

Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.

Source: Best Practices in Financial Analysis Excel: Chartered Financial Analyst Level I Prep Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk