Technical skills are essential, but if you can’t communicate your financial insights clearly and confidently, they have zero impact. This new course, Communication and Presentation Skills for Finance Professionals, is designed to bridge that gap. Join us as we discuss why these “soft skills” are actually your biggest career accelerator in finance, often setting the…
What Is Private Credit? Private credit is debt financing provided by non-bank lenders directly to companies or projects through privately negotiated agreements. These loans are not issued or traded on public markets. Private credit gives businesses access to tailored funding solutions and helps fill the gap left by traditional bank lending. Private credit has expanded…
Financial ratios are the essential shorthand analysts use to distill massive financial statements into actionable insights. In this episode of Corporate Finance Explained on FinPod, we go beyond academic definitions to explore how ratios reveal a company’s true story, measuring performance, efficiency, and existential risk. We examine four pillars of analysis and use contrasting examples,…
Earning the CFP® designation shows clients you’re serious about professional standards. Keeping it, however, means committing to a challenging set of CFP® continuing education requirements. Those hours prove you’re current, ethical, and worthy of client trust. In the sections ahead, we’ll outline exactly what the CFP Board requires, how CE credits work, and how to…
If you’re in corporate finance, you need to understand the true influence of Hedge Funds. They are not just market speculators; they are powerful, concentrated stakeholders whose specific demands can change a company’s financial destiny overnight, forcing massive share buybacks, debt reduction, or strategic divestitures. In this episode of Corporate Finance Explained on FinPod, we…
What Excel Skills Are Most in Demand? Employers look for Excel skills that demonstrate efficiency, analytical capability, and clear communication. The most valued skills include building professional workbooks, using keyboard shortcuts, applying statistical functions, creating PivotTables, and visualizing data through charts and dashboards. 1. Building Professional Workbooks Employers value professional workbooks because they’re auditable, shareable,…
Ever see a company announce a massive, one-time cash payout and wonder what’s really going on? These “special dividends” are more than just financial fireworks; they’re a critical signal from management about a company’s health, discipline, and future growth prospects. In this episode of Corporate Finance Explained on FinPod, we cut through the noise to…
What Is the Trade Lifecycle? The trade lifecycle is the end-to-end process for buying or selling securities in financial markets. The trade lifecycle includes initiation, order matching, trade capture, confirmation, custodian instructions, clearing, and settlement. The lifecycle of a trade demonstrates how capital markets move securities and cash between buyers and sellers through a coordinated…
What Is Off-Balance Sheet Financing? Off-balance sheet financing is an accounting practice used to keep certain assets or liabilities from appearing on a company’s balance sheet. Companies use off-balance sheet financing to maintain lower leverage ratios, comply with debt covenants, and manage financial risk while preserving access to funding and liquidity. Off-balance sheet financing requires…
When a Fortune 100 company needs billions, the choice between issuing corporate bonds and securing a bank loan is a critical strategic dilemma. It’s not just about the lowest interest rate; it’s about control, public scrutiny, risk, and scale. In this episode of Corporate Finance Explained on FinPod, we provide a strategic map for corporate…
