Archives: Resources

What’s New at CFI | FP&A Tool Selection with Paul Barnhurst

Welcome back to What’s New at CFI on FinPod! In this exciting episode, we’re joined by Paul Barnhurst, The FP&A Guy, as he introduces CFI’s brand-new course: FP&A Tool Selection. Are you an FP&A professional struggling with chaotic Excel models, disconnected reports, or overwhelmed by the sheer number of available planning tools? This course is…

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Sales Forecasting with AI: How ChatGPT, Claude, and Gemini Compare

Can Generative AI Actually Deliver on Sales Forecasting with AI? Generative AI tools are being used for everything from writing emails to coding apps, but can they actually help forecast sales with real accuracy? This case study compares how three top-tier AI models handle a sales forecasting task. ChatGPT, Claude, and Gemini are each prompted…

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FP&A Business Partnership: Moving From Data Provider to Trusted Advisor

Business Partnership: Where FP&A Insights Guide Strategic Decisions Finance professionals today face a critical challenge. How do you evolve your role from reporting financial data to one that shapes strategy? Tim Vipond, CFI’s CEO and Co-Founder, recently sat down with Paul Barnhurst, “The FP&A Guy,” for a live webinar to explore this exact question. Their…

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Careers in Finance | Tim Vipond: From Investment Banking to Founding CFI

Welcome to FinPod by CFI’s “Careers in Finance” series! In this exclusive episode, we sit down with Tim Vipond, the visionary co-founder and CEO of Corporate Finance Institute (CFI). Go beyond the typical resume and uncover the fascinating career journey that led him to build the world’s leading online finance education platform. Tim shares his…

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Building Effective Data Visuals For Financial Presentations

Even the strongest financial analysis can be overlooked if your visuals don’t make sense. For finance professionals, strong data visualization is a core communication tool. The way you build your visuals directly affects how well your message lands. The good news? You don’t need fancy tools or advanced design training. The 5 C’s of data…

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Corporate Finance Explained | The Power of Credit Ratings

Want To Understand How Credit Ratings Actually Affect Your Company’s Financial Decisions? In this episode of Corporate Finance Explained, we unpack how credit ratings from agencies like Moody’s, S&P, and Fitch impact everything from bond yields and stock prices to capital structure decisions. Learn how companies like Ford, Apple, Kraft Heinz, and Netflix responded to…

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The BUILD Framework: A 5-Step Method to Transform Data into Compelling Stories

BUILD: A Structured Framework For Financial Data Storytelling FP&A is about helping the business make better, faster decisions. Yet many professionals struggle with a frustrating reality. They conduct brilliant analysis, uncover critical insights, and present their findings only to hear “thanks for the update” before everyone moves on. The BUILD framework changes this dynamic, giving…

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Inside the FMVA®: Program Highlights, Career Paths, and Success Stories

FMVA Creators Reveal What Makes This Certification Different If you’re considering the FMVA®, you likely have questions: What makes it unique? Who benefits most? What are the real career outcomes? Two of the FMVA® creators and subject matter experts recently gathered to answer these exact questions. Tim Vipond, CEO and Co-Founder, Duncan McKeen, EVP, Financial…

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Webinar: Considering the FMVA®? Get the Inside Story

Join CFI Co-Founder & CEO Tim Vipond, SVP Ryan Spendelow, and a special guest FMVA® graduate as they share the inspiration behind the certification, the learning experience, and real-world outcomes. Whether you’re launching your finance career or sharpening your modeling and valuation skills, the Financial Modeling & Valuation Analyst (FMVA®) certification provides the tools, confidence,…

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