Help & feedback
Make the companion
useful for your work.
Find the files, understand what your browser saves and prepare a clear note about a question or correction.
Where do I start?
Choose a role on the learning page, or begin with the current decision you need to make. Each lesson has an example and an action. Practice cases let you try the conversation; tools let you change the numbers.
How do I use the workbook and working pages?
Download a local copy from Resources. The XLSX contains editable calculation sheets with illustrative figures. The PDF provides printable prompts. Replace assumptions with your own records and keep the measure, period, cost policy and owner visible.
Do quizzes issue a certificate?
No. They are open learning checks with answer keys and explanations. Completed lessons are recorded in this browser when both answers are correct. They do not establish a professional qualification or readiness to approve a real service. The separate five-question CFA check does not change saved lesson progress.
Can I print a lesson or calculation?
Use the print button on a lesson or on the Tools page, then choose your browser’s paper or PDF option. Check the print preview for your chosen paper size. Download the working-pages PDF when you need a form for a meeting.
What is saved or submitted?
The learning tools save completed lesson IDs, quiz attempts and completed scenario names in local storage in your browser. Calculator entries and feedback-note text are not sent by these tools. They are not saved as part of your learning progress.
Export your progress from the learning page to keep a JSON record. Reset clears this companion’s stored learning record. Clearing browser data or using another browser will also change what you see. If local storage is blocked, the current page can still work, but progress may not persist.
No account or email is required to use the public resources. Standard hosting requests are separate from this browser-local learning record.
A changing fee or source seems wrong. What should I include?
Record the page or tool, the claim, its date and the primary document you checked. Explain whether the issue is a changed input, a different offer or a calculation. Avoid sharing confidential customer records.
Prepare a useful note
A question or correction?
Save a short note to share through the contact route you already use with the author or your team. This form creates a local text file; it does not send a message.