Notes from the curriculum desk
Short pieces written for the people taking our programmes — and the people thinking about it. Sector notes, exam-prep methodology, the case-studies we couldn’t fit into a module. New issues land roughly twice a month.
- 2026-05-08Sector note
What FY24 Q4 told us about Vietnamese bank earnings quality
Three things to read past the headline ROA — provisioning normalisation, fee-income mix shift, and the off-balance-sheet items that didn’t make it into the press release. Plus the spreadsheet template our cohort uses to compare the four big locals.
Editorial · 9 min read - 2026-04-22Exam prep
How the highest-scoring candidates in our 2025 L2 cohort timed their mocks
We pulled the practice-test timestamps for the top quartile of last year’s L2 cohort. The pattern is clearer than we expected — and it’s not what most prep providers tell candidates to do.
Editorial · 7 min read - 2026-04-05Methodology
The DCF-defence checklist we use when grading capstone models
Twelve questions an analyst should be able to answer before sending a model upstream. Borrowed from the review checklist of a working buy-side PM; reproduced here with permission.
Editorial · 12 min read - 2026-03-19Industry survey
What 47 quant teams in Ho Chi Minh and Singapore actually use Python for
We surveyed 47 in-house quant and execution teams across two markets on tooling, model-shipping cadence, and the gap between what new hires can do and what the desk needs them to do on day one.
Editorial · 14 min read - 2026-02-27Curriculum
Why we rebuilt the Corporate Finance & Macro track from scratch
The 2024 intake’s outcome numbers crossed the line we’d published. Here’s what we found when we audited it, who we brought in to rewrite the curriculum, and what shipped in the 2026 version.
Editorial · 6 min read - 2026-02-04Case study
VNG’s pre-IPO structure, modelled three ways
A teaching case from our valuation module — three reasonable ways to model a holding company with a listed subsidiary, and what each gets right and wrong. Walkthrough plus the working spreadsheet.
Editorial · 11 min read
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