Resources Archive

Strategic Planning vs. Financial Planning: Differences and How They Work Together

Strategic Planning vs. Financial Planning: What’s the Difference? Strategic planning sets long-term business direction and competitive strategy. Financial planning creates budgets and forecasts to achieve the company’s strategic goals. Both planning processes work together but serve different purposes in business strategy and financial management. Strategic planning answers “where should we go,” while financial planning answers…

Corporate Finance Explained | IPOs, Direct Listings, and SPACs: How Companies Go Public

Ever wondered why companies like Airbnb, Spotify, and WeWork chose such different paths to the public markets? In this episode of Corporate Finance Explained on FinPod, we break down the three main ways companies go public: the traditional IPO, the disruptive Direct Listing, and the volatile SPAC. We’ll unpack the mechanics, the trade-offs, and the…

Power Query in Power BI: Transforming Data For Analysis and Visualization

What Is Power Query in Power BI? Power Query in Power BI is a data transformation engine that lets users connect various data sources, reshape data, and load cleaned data into Power BI for analysis. Power BI uses Power Query as the key component for its ETL (Extract, Transform, Load) tool. Power Query Editor is…

What’s New at CFI | AI Tutor

In this episode of What’s New at CFI on FinPod, we’re introducing the CFI AI Tutor, a powerful learning assistant designed to provide instant, contextual help to every learner. Join Meeyeon as she sits down with Sebastian Taylor and Stephen Moerane to dive into the core features of this innovative tool. This episode covers: Why…

Do You Need an MBA to Work in Finance?

Do You Need an MBA for a Successful Finance Career? You don’t need an MBA to start a career in finance, but an MBA with a finance concentration can help in recruiting, networking, promotion opportunities, and certain career paths like investment banking and financial consulting. Most entry-level and mid-level finance roles are open to candidates…

CFI Careers Day: Building a Complete Finance Career

Navigating Finance Careers in a Transforming Field What does it take to build a lasting finance career when the fundamental nature of the work is changing? Traditional technical skills remain essential, but today’s finance professionals must also master AI tools, business partnerships, and strategic thinking. CFI Careers Day brought together finance leaders, educators, and an…

Excel Data Visualization & Dashboards Template

Download the Template Click the button below to download our free Excel Data Visualization & Dashboards template! Connect what you just learned to a clear career path with CFI’s role‑based courses and certification programs.

Webinar: CFI Careers Day – Careers in Corporate Finance

From breaking into investment banking or private equity to excelling in FP&A and adapting to the future of AI, CFI Careers Day delivers a mix of inspiring keynotes, career-focused sessions, and practical workshops led by experienced corporate finance professionals. The free online webinar brings together seasoned experts to help finance professionals at every stage clarify…

Corporate Finance Explained | The Hidden Risks of Off Balance Sheet Financing

Your company’s balance sheet looks clean, but what financial secrets might be hiding just off the books? In this episode of Corporate Finance Explained on FinPod, we explore the hidden world of off-balance sheet financing. This practice isn’t always bad. Sometimes it’s a smart strategic move, but it can also be a dangerous way to…

10 Essential Skills for a Successful Finance Internship

What Skills Do You Need for a Finance Internship? Landing a finance internship is competitive, and the right mix of skills can help you stand out. Interns are expected to contribute from day one, which means having both technical knowledge and professional soft skills. Here are 10 critical skills to build before starting your internship….

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