What is a Bond ETF? A bond ETF is an exchange-traded fund that holds a diversified basket of bonds. These funds give investors access to fixed income markets through a single security traded throughout the day. Bond ETFs offer diversification by pooling thousands of securities into one investment and typically distribute income from their underlying…
Turn Raw Data Into Executive-Ready Stories Excel is the foundational tool for analysis, but simply having data isn’t enough; you need to tell the story behind the numbers. In this episode of What’s New at CFI on FinPod, CEO Tim Vipond introduces the new Excel Data Visualization and Dashboards course. Learn how to transform raw…
What Is the Indirect Method in Accounting? The indirect method is a standard accounting technique to reconcile net income (from the income statement) to the cash provided by or used in operating activities on a cash flow statement. This method starts with net income and then adjusts for non-cash expenses, non-operating items, and changes in…
Corporate Bankruptcy Strategy: Reorganization vs. Liquidation When a major corporation files for bankruptcy, it’s not always the end; it’s often a high-stakes financial strategy for survival. In this episode of Corporate Finance Explained on FinPod, we break down the mechanics of corporate failure, distinguishing between total liquidation and strategic rebirth, and outline the skills finance…
What Is a Shareholder Loan? A shareholder loan is a type of debt financing in which a company borrows funds from one of its shareholders instead of from a bank or outside lender. It acts as an internal source of financing provided through a loan agreement between the shareholder and the business. Companies use shareholder…
From Local Accounting to Global Finance with Marlon Marlon’s journey is a powerful testament to the value of self-directed learning and global ambition. Initially an accidental accounting major in the Philippines, Marlon transformed his career through strategic skill development, transitioning from specialized roles in cost and accounting to advanced analytical roles, such as FP&A. In…
Blue Ocean Strategy is a business framework where companies create new market space instead of competing in existing markets. A “blue ocean” is an uncontested market where customer needs are underserved or entirely unmet. Companies create blue oceans by offering a product or service that is meaningfully different from existing options. This approach shifts the…
The Hidden Power of Stock Indices: S&P 500, Dow, & Corporate Strategy Everyone sees the headlines (“The S&P 500 is up”), but few understand the mechanics behind these indices and how they actively shape the global flow of trillions of dollars. Indices are not just scoreboards; they are the architecture of modern capital flow. In…
What Is Corporate Restructuring? Corporate restructuring is the process of changing a company’s financial structure, operations, or organization to relieve financial strain, remove barriers to growth, or increase profitability. These changes can include renegotiating debt agreements, lowering operating costs, or reorganizing teams to help the company run more efficiently. What Are the Main Reasons for…
Interest Rate Swaps Masterclass: Modeling SOFR & The End of LIBOR The Interest Rate Swap (IRS) market, the biggest derivative contract in the world, has undergone a massive overhaul. LIBOR is gone, and the way plain vanilla swaps are traded has changed dramatically. Join us to discuss the new Interest Rate Swap course, which fully…
