Study Guides
Comprehensive preparation resources for every certification track covered by Treasury Conquer.
Certified Treasury Professional (CTP) Study Guide
Apply corporate treasury concepts through cash forecasts, funding decisions, capital analysis, relationship management, and risk controls.
FMVA Study Guide: Modeling, Analysis and Valuation
Learn to link financial statements, build forecasts, value businesses, analyze performance and present conclusions clearly.
CFA Program Investment Analysis Study Guide
Build a practical foundation in ethics, financial analysis, valuation, risk, and portfolio decisions across the CFA Program's Level I topics.
Financial Risk Manager (FRM) Study Guide
Understand the risk measures, products, models, and management decisions that connect FRM Part I and Part II.
CFP Exam Study Guide: Financial Planning in Practice
Learn to connect ethics, cash flow, insurance, investments, taxes, retirement, estates, and client behavior in U.S. financial planning.
CAIA Level I and II Study Guide: 2027 Overview
Connect alternative investment foundations with applied allocation, risk, ethics, and manager selection across both 2027 CAIA exam levels.
Certified Management Accountant Study Guide
Build practical CMA skills across financial planning, performance, analysis, corporate finance, decisions, risk, and ethics.
Uniform CPA Exam: Core and Discipline Study Guide
Build a working understanding of AUD, FAR, REG, and the three discipline choices through focused accounting, audit, systems, and tax examples.
ACCA Qualification: Concepts Across the Papers
A cross-paper guide to accounting, finance, audit, governance, law and tax concepts in the ACCA Qualification.
CIMA CGMA Professional Qualification Study Guide
A practical guide to the accounting, finance, risk and strategy concepts across the three levels of the CGMA Professional Qualification.
SIE Study Guide: Securities, Markets and Conduct
Learn how U.S. securities markets work, compare products and risks, and apply trading, account and conduct rules for the FINRA SIE.
FINRA Series 7 Study Guide
Learn to evaluate securities, make customer recommendations, handle accounts and carry out transactions as a general securities representative.
Series 63 State Securities Law Study Guide
Learn how state securities rules govern broker-dealer agents, customer conduct, communications, offerings, advisers and enforcement.
Series 65 Investment Adviser Study Guide
Study the economic, investment, client advice, and securities law decisions tested by the Series 65 exam.
Series 66 Study Guide: Investments and State Law
Learn valuation, portfolio decisions, client recommendations, and the federal and state rules governing securities advice and transactions.
CISI International Introduction to Investment Study Guide
Learn how markets, investments, regulation and advice fit together, with focused examples and calculations for the international syllabus.
Investment Management Certificate Study Guide
Study both IMC units through UK regulation, client advice, tax, valuation, portfolio risk and worked investment calculations.
CGMA Professional Qualification Study Guide
A practical guide to the Operational, Management and Strategic levels of the CGMA Professional Qualification.
Certified Internal Auditor (CIA) Study Guide
Learn the foundations, engagement work and function leadership covered across the three current English CIA exam parts.
Certified Fraud Examiner (CFE) Study Guide
Learn to classify fraud schemes, conduct defensible investigations, and assess prevention controls across the three CFE exam sections.
Chartered Accountant Study Guide Across Five Pathways
Apply accounting, assurance, finance, tax and professional judgement across five distinct Chartered Accountant pathways.
Enrolled Agent SEE: Three-Part Study Guide
A practical map of individual tax, business tax, and IRS representation for the 2026 Enrolled Agent examination cycle.
CGFM Study Guide: Government Finance Across Three Exams
Study the governmental environment, accounting and budgeting, and financial management and control across the three CGFM examinations.
CISA Study Guide: Audit, Governance, Operations and Security
Learn to assess IT controls, governance, system changes, operational resilience and information security through practical audit decisions.
Certified Valuation Analyst (CVA) Study Guide
Learn to define a U.S. business valuation, analyze financial evidence, apply valuation methods, select risk rates, and assess adjustments.
AICPA ABV Study Guide: Business Valuation
Learn how to define, analyze and value a business, then reconcile and explain a defensible conclusion across both ABV modules.
Certified Merger & Acquisition Advisor Study Guide
Practice middle market deal analysis across sourcing, valuation, financing, diligence, tax, legal terms and transaction structuring.
Chartered Market Technician Study Guide
A three-level guide to technical analysis, trading systems, risk, and ethics in the CMT program.
STA Philippines CTA Study Guide
Study chart construction, trends, patterns, indicators and trading risk through worked examples for the STA Philippines CTA course.
CIPM Level I and II: Performance and Manager Analysis
Study returns, attribution, risk, performance reporting, ethics, and manager selection across the two CIPM exams.
Certified Private Wealth Advisor Study Guide
Apply CPWA concepts in U.S. tax planning, portfolio design, family wealth, legacy decisions, and executive and business owner planning.
ChFC® Study Guide: Financial Planning in Practice
Apply the ChFC® program’s planning concepts through focused examples in insurance, tax, retirement, investments, estates, and client cases.
Chartered Life Underwriter Study Guide
Apply life insurance, estate planning, business succession, and risk management concepts across the four-course CLU curriculum.
RICP Retirement Income Planning Study Guide
A practical guide to retirement income decisions, income sources, and the RICP elective pathways.
WMCP Study Guide: Goals, Portfolios, and Strategy
Build practical wealth management skills across life-cycle planning, efficient portfolios, taxes, and complex client goals.
CTFA Study Guide: Trust and Fiduciary Decisions
Study U.S. fiduciary duties, planning, administration, tax, assets and risk through practical CTFA scenarios.
AEP Graduate-Course Estate Planning Study Guide
Study U.S. transfer taxes, property transfers, charitable planning, life insurance, and five AEP elective pathways through applied examples.
Personal Financial Specialist (PFS) Study Guide
A practical guide to the US personal financial planning concepts a CPA/PFS applies across taxes, investments, retirement, estates and client decisions.
CIMA Investment Management Study Guide
Study valuation, portfolio construction, performance analysis, and client decisions for the Investments & Wealth Institute CIMA certification.
FPAC Study Guide: Corporate FP&A Foundations and Practice
Learn the financial concepts, systems, partnering, projections, models and communication skills covered across both FPAC parts.
Certified Credit Professional (CCP) Study Guide
Study Canadian credit decisions through business analysis, collections, law, accounting, information systems and team leadership.
CCIM Comprehensive Exam Study Guide
Study commercial real estate cash flows, market demand, occupancy choices and owner decisions across the four CCIM core courses.
Certified Property Manager (CPM) Study Guide
Apply leasing, operations, risk management, and financial analysis to property and asset management decisions.
ARGUS Enterprise ASC Real Estate Study Guide
Study lease modelling, recoveries and valuation across the AMER DCF, EMEA DCF and EMEA traditional valuation tracks.
CFA Institute Sustainable Investing Certificate Study Guide
Learn how to assess ESG risks, value securities, construct portfolios and report sustainable investing results.
Sustainability and Climate Risk: 2026 Study Guide
Assess climate and nature risks, calculate carbon metrics, compare sustainable finance instruments, and evaluate net-zero plans and reporting.
CAMS Study Guide: Financial Crime Controls in Practice
Learn to assess financial crime risks, apply global frameworks, build effective controls, and evaluate the data and tools behind them.
Certified Financial Crime Specialist Study Guide
Apply financial crime concepts across investigations, controls, due diligence, evidence, and recovery with sixty focused CFCS study topics.
Certified Global Sanctions Specialist Study Guide
Study sanctions frameworks, compliance controls, and evasion investigations through jurisdiction-specific decisions and worked scenarios.
Professional Risk Manager (PRM) Study Guide
Study finance, quantitative risk, credit, market and operational risk, and governance across the current PRM qualification.
Energy Risk Professional (ERP)
Practice questions, flashcards, mind maps, and exam-focused review support for the Energy Risk Professional (ERP) credential.
CERA Enterprise Risk Management Study Guide
Apply the current global CERA syllabus through risk analysis, practical ERM decisions and capital assessment.
Associate in Risk Management Study Guide
Learn to assess, finance and manage organizational risk across the current ARM courses and Ethics 311.
CPCU Study Guide: Risk, Insurance and Decisions
Study the CPCU program through worked insurance, legal, financial, data and ethical decisions across its core courses and listed pathways.
ASA Study Guide: Actuarial Models and Decisions
A structured guide to probability, financial mathematics, insurance models, and predictive analytics across the SOA ASA technical assessments.
FSA Practice Areas: An Applied Study Guide
Explore the SOA's flexible FSA pathway through worked actuarial decisions across seven practice areas.
ACAS Study Guide: Methods and Applications
Work through probability, finance, statistical modeling, pricing, reserving, reporting and predictive analytics in the ACAS pathway.
FCAS Study Guide: Claims, Ratemaking and Risk
Study FCAS Exams 7, 8 and 9 through claims liability estimation, advanced ratemaking and insurer risk management.
PMP Study Guide: People, Process and Business Value
Learn how to lead stakeholders, plan and deliver work, govern change, and assess project value across predictive, agile and hybrid approaches.
Certified ScrumMaster Study Guide
Learn Scrum theory, accountabilities, events, artifacts, facilitation, and practical service as a Scrum Master.
Lean Six Sigma Green and Black Belt Study Guide
Compare four ASQ and IASSC belt pathways while learning the process, statistical, improvement and control decisions each requires.
CBAP Study Guide: Applying Business Analysis
Study the six CBAP knowledge areas through practical decisions, models, traceability and measurable solution value.
CISSP Study Guide: Security Decisions Across Eight Domains
Learn to apply CISSP security principles through sixty focused concepts and worked scenarios across the eight domains.
CDPSE Study Guide: Applying Privacy Engineering
Study the governance, risk, data lifecycle, and engineering decisions behind effective privacy solutions.
BAI Certified Bank Auditor: Bank Audit Study Guide
Study historical U.S. BAI CBA bank-audit practice through accounting, audit evidence, compliance, and operations.
CRCM Study Guide: US Banking Compliance in Practice
Learn to apply US consumer banking rules and build an effective compliance management system through realistic decisions and worked examples.
Series 6 Study Guide: Products and Representative Duties
Study mutual funds, variable contracts, municipal fund securities, customer accounts, recommendations and transaction duties for the FINRA Series 6 exam.
FINRA Series 82 Private Offerings Study Guide
Study the Series 82 representative's work from soliciting private offerings through account review, recommendations, subscriptions and confirmations.
Series 79 Investment Banking Study Guide
Study valuation, financing transactions, M&A, tender offers, and restructuring through the decisions an investment banking representative helps make.
FINRA Series 86 and 87 Research Analyst Study Guide
Study the research analyst's work from industry analysis and valuation through report preparation and responsible distribution.
FINRA Series 99 Operations Professional Study Guide
Learn how broker-dealer operations work, from account opening and settlement to financial controls, customer privacy and supervision.
Series 24 General Securities Principal Study Guide
Learn how a FINRA general securities principal supervises firm operations, customer activity, trading, underwriting, and research.
FINRA Series 4 Registered Options Principal Study Guide
Study options account approval, trading risk, communications, controls and personnel supervision for the FINRA Series 4 exam.
Series 53 Municipal Securities Principal Study Guide
Learn to supervise municipal securities sales, underwriting, trading, operations, and dealer compliance through applied decisions.
FINRA Series 27 Study Guide
Learn the reporting, operations, customer protection, net capital, and funding decisions required of a financial and operations principal.
Series 3 Futures and U.S. Regulations Study Guide
Learn futures pricing, hedging, spreads, options, accounts, and U.S. commodity regulations through worked scenarios.
NFA Series 30 Branch Manager Study Guide
Study branch supervision, customer accounts, CPO and CTA duties, communications, costs and anti-money laundering under the NFA Series 30 scope.
NFA Series 34 Retail Forex Study Guide
Learn retail forex quotations, trading calculations, market risks, economic drivers, and U.S. regulatory duties for the Series 34 exam.
Canadian Securities Course: Study Guide
A practical guide to Canadian markets, investment products, analysis, portfolios, taxation and client decisions across both CSC exams.
Conduct and Practices Handbook Course Study Guide
Learn Canadian securities conduct through practical decisions about clients, products, trading, regulation and account care.
Wealth Management Essentials Study Guide
Study Canadian client planning, retirement, estates, investments and portfolio evaluation through practical decisions and worked examples.
HKSI Licensing Examination Study Guide
A paper-by-paper guide to Hong Kong securities regulation, markets, investment practice and depositary services.
HKSI Licensing Examination Papers 1–12 Study Guide
Learn how Hong Kong regulatory and practical finance principles apply across the twelve separate HKSI licensing papers.
Singapore College of Insurance Study Guide
Study insurance principles, general insurance, financial advisory conduct, life policies and investments across six SCI examinations.
Singapore CMFAS Examinations: Study Guide Overview
Study the rules, calculations and product risks across selected Singapore capital markets and financial advisory examination modules.
CIIA Foundation and Final Study Guide
A practical guide to the seven investment subjects shared across the CIIA Foundation and Final examination pathway.
AFP CTP Study Guide for Canadian Candidates
Learn corporate liquidity, capital, relationships and risk through practical treasury decisions and worked examples.
CIRA Study Guide: Three-Part Pathway Overview
Study the turnaround, plan development, reporting, tax, and ethics skills covered across AIRA’s three CIRA course parts.
CDBV Three-Part Study Guide
Study the U.S. bankruptcy, advanced valuation, and distressed valuation skills covered across the three CDBV course parts.
TMA CTP: U.S. Turnaround Examination Pathway
Study the financial, legal and management decisions tested across TMA’s three U.S. CTP and CTA certification exams.
ASA Business Valuation: Four-Course Study Guide
Study the valuation decisions and calculations taught across ASA Business Valuation courses BV201 through BV204.
Certified Residential and General Appraisal Study Guide
Study U.S. real property valuation, appraisal methods, USPAP, emerging tools, and statistics for the Certified Residential and Certified General scopes.
CDFA Study Guide: Divorce Financial Analysis
Study the financial decisions behind US divorce settlements, including property, pensions, support, taxes, insurance, debt, and specialized cases.
ASPPA QKA Study Guide: Plan Management and Compliance
Learn the plan operations, calculations, testing, reporting, and judgment covered across the two ASPPA QKA examinations.
ASPPA QKA Study Guide: Plan Management and Compliance
Study the plan operations, calculations and compliance decisions covered across both ASPPA QKA examinations.
Certified Payroll Professional (CPP) Study Guide
Apply payroll tax, wage and hour, paycheck, reporting, control, audit, and accounting rules in CPP scenarios.
Fundamental Payroll Certification Study Guide
Learn the payroll rules, calculations, controls, and accounting decisions covered by the FPC, with worked examples throughout.
Certified Equity Professional Study Guide
Understand equity awards through plan administration, accounting, corporate and securities law, and U.S. and global tax decisions.
Certified Compensation Professional Study Guide
Explore the eight WorldatWork CCP subject areas through pay design, regulatory decisions, market analysis, finance and communication.
GPHR Study Guide: Global HR Decisions
Learn how to make sound multinational HR decisions across strategy, talent, mobility, culture, rewards and risk.
CSCP Study Guide: Decisions Across the Supply Chain
Learn to connect demand, sourcing, operations, logistics, relationships and risk through worked supply chain decisions.
CPIM Study Guide: Planning and Inventory Management
Learn how to connect demand, supply, capacity, inventory, distribution, quality and strategy through practical CPIM examples.
Excel Expert: A Practical Study Guide
Build expert Excel skills in workbook controls, data preparation, formulas, macros, advanced charts, and PivotTables.
Salesforce Tableau Desktop Foundations Study Guide
Learn how to connect data, build and analyze views, share insights, and reason about Tableau Desktop behavior.
Google Data Analytics Certificate Study Guide
Build practical skills in business questions, data preparation, SQL, spreadsheets, visualization, Python, and case studies.
SAS Base Programming: A00-231 Study Guide
Learn to build, transform, debug and report on data with Base SAS 9.4 through focused procedures and worked examples.