Resources Archive

Corporate Finance Explained | Corporate Finance for Startups: A Financial Strategy Guide

In this FinPod episode, we discuss how startups approach funding, growth, and risk differently from established companies. From venture capital and bootstrapping to unit economics and financial modeling, learn the core strategies behind building a scalable business in uncertain conditions. We explore real-world case studies highlighting what differentiates successful startups, including Amazon, Airbnb, Shopify, and…

Member Spotlight | Celine Chaabani: How I Found My Path in Capital Markets with the CMSA®

In this episode of CFI’s Member Spotlight, we sit down with Celine Chaabani, a CFI learner and recent graduate. She candidly shares how she went from avoiding finance to actively pursuing a career in capital markets and credit analysis. Celine originally studied general management and had little interest in finance. But her curiosity grew after…

Master Budget: Definition, Components, and Examples

What is a Master Budget? The master budget plays a central role in financial planning and analysis (FP&A). It brings structure to the budgeting process by combining operating, capital expenditure (CapEx), and cash budgets into one coordinated plan. A company’s budget committee develops and approves a master budget for the organization. This committee typically includes…

NTM EBITDA: Meaning, Formula, and How to Use It

What is NTM EBITDA? NTM EBITDA (Next Twelve Months Earnings Before Interest, Taxes, Depreciation, and Amortization) estimates a company’s operating performance over the next 12 months. Financial analysts use NTM EBITDA in several forward-looking multiples when evaluating comparable peers, potential M&A targets, and leveraged buyouts (LBO) deals. This metric is especially useful when assessing a…

Corporate Finance Explained | Economic Moats: Competitive Advantage in Corporate Finance

What separates companies that have thrived for decades, like Apple, Amazon, and Google, from those that have disappeared? It all comes down to economic moats: the lasting advantages that protect profits and market share. In this episode of FinPod, we explore: What economic moats are and why they matter The five types of moats: brand…

Business Valuation: Top 14 Resources to Build Your Expertise

Getting Started with Business Valuation A strong foundation in valuation is essential for finance professionals in investment banking, equity research, and private equity. This curated list of resources covers key concepts, techniques, and real-world applications to help you build confidence and take the next step in your learning journey. Build Your Valuation Foundations Every strong…

P&L vs. Income Statement: What’s the Difference?

Is a P&L the Same as an Income Statement? P&L statement or income statement? This is a common question from individuals new to finance. In most cases, “P&L” and “income statement” mean the same thing: a report showing a company’s revenues, expenses, and profit or loss over a specific period. Using the terms interchangeably is…

Are Finance Certifications Worth It? Real Career Gains from CFI Learners

At some point, nearly every finance professional faces the same question: Will getting a certification actually move the needle in my career? You’re not alone if you’ve wondered whether it’s worth the time, money, or effort. Maybe you’ve hit a ceiling in your current role. Maybe you’re applying for jobs, but your résumé isn’t standing…

Corporate Finance Explained | Mastering Risk Management in Corporate Finance

In this episode of FinPod, we unpack one of the most critical topics in finance today: risk management. From inflation and interest rate hikes to global supply chain volatility, companies are navigating more uncertainty than ever—and effective risk strategies have become essential for survival and growth. If you’re in FP&A, corporate strategy, or financial leadership,…

Careers in Finance | Paul “The FP&A Guy” Barnhurst

In this episode of Careers in Finance, we sit down with Paul Barnhurst—also known as The FP&A Guy—to explore what it means to build a career in Financial Planning & Analysis. From his early days in procurement to leading FP&A functions across multiple companies, Paul shares how the role has evolved into one of the…

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