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Financial Modeling Articles and Book Reviews

Busy analysts don’t have a lot of extra time to research the new concepts in our profession, but we MUST be well-informed to lead. ROI-Team constantly creates and reviews books, articles, and tools, and we’ve listed the best we know below. If we’re missing your favorites, please let us know. Contact info@roi-team.com

Financial modeling glossary

Many business terms are commonly misunderstood or used by a select few. We would like to de-mystify them with our business, financial, and accounting starter set.

Financial Modeling Tools and Calculators

There are many sources for freeware and simple tools. We’ve created some that should prove particularly useful. Some contain VBA code, for a simple user interface. Download any of them for FREE.

Microsoft Excel Security Resources

Early VBA viruses prompted Microsoft to create the security feature and to set it on “High” as the initial configuration, automatically blocking any file with VBA. ROI-Team products use VBA and require a “Medium” setting to be effective.

Related Links

We have found a number of useful sites covering business and financial topics. Here are some of our favorites, in alphabetical order by category. We will try to keep this current, though the Internet landscape changes fast.

Financial Modeling Library
Learn more about financial modeling though these resources: