Archives: Resources

CFI Launches Investment Banking & Private Equity Modeling Specialization

January 14, 2025  — Corporate Finance Institute (CFI), the #1-rated online provider of finance and banking training and productivity tools, launches a new Investment Banking & Private Equity Modeling Specialization today.  This specialization is designed to help professionals master advanced financial analysis and modeling techniques used by leading investment banks and private equity firms. The…

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M&A Financing: Cash, Debt, or Equity?

The Strategic Impact of M&A Financing Decisions Ever wondered why some acquisitions soar while others stumble? The secret often lies not just in what you buy, but how you pay for it. Mergers and acquisitions (M&A) financing decisions shape everything from shareholder returns to post-merger success, yet many businesses underestimate their complexity and impact. Picture…

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Top Compliance Risks in Banking: Insights and Prevention Strategies

Navigating the Complexity of Compliance Risk in Banking Compliance risk is a persistent challenge for banks to manage in today’s stringent regulatory landscape. Financial institutions face significant risks with escalating legal and financial penalties for non-compliance, and reputational damage eroding customer trust.  Staying ahead with robust compliance risk management programs helps safeguard their operations, maintain…

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KPIs in FP&A: Measuring What Matters Most

The Role of Key Performance Indicators (KPIs) in FP&A How do you know if your business is on track or underperforming? When it comes to Financial Planning and Analysis (FP&A), the answer lies in the KPIs, or Key Performance Indicators. As an FP&A professional, you make decisions that move the business in the right direction…

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How to Choose the Best Excel Certification Course for Finance Professionals

The financial services landscape is becoming increasingly data-driven, which means proficiency in Microsoft Excel has evolved from a useful skill to an absolute necessity for finance professionals. While many finance professionals use Excel daily, having a formal certification can demonstrate a deeper understanding of the software’s capabilities and a commitment to professional development. This expertise…

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AI and Financial Statement Analysis: Tools and Techniques

Transform Your Financial Statement Analysis With AI Want to know why leading financial analysts are turning to AI? A recent research revealed something remarkable: AI tools like ChatGPT can outperform human analysts in predicting future earnings, achieving 60% accuracy compared to analysts’ 53%. Every quarter brings a tsunami of financial data—earnings reports, SEC filings, management discussions,…

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Careers in Finance | Chris Stanley

In this episode of Careers in Finance on FinPod, we chat with Chris Stanley, an experienced finance professional turned successful business founder, about his journey to where he is today. During this episode, Chris shares how he has found that leaning into the network you have at an early age, no matter how big or…

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Demystifying Leveraged Buyout Returns: Financial Leverage and Equity Gains Explained

Driving Investment Performance Through Leveraged Buyout Returns Ever wonder how financial leverage transforms modest equity investments into impressive returns? Leveraged buyouts (LBOs) hold the answer. In private equity (PE), the strategic use of debt financing via LBOs represents a powerful strategy that can turn steady businesses into exceptional investments.  Understanding leveraged buyout returns requires expertise…

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Career Insights: A Day in the Life of an FP&A Analyst

The Critical Role of FP&A in Growing Companies Imagine starting your workday with the goal of helping a company manage its financial health and growth trajectory. That’s the world of a Financial Planning & Analysis (FP&A) analyst, a role crucial to turning raw numbers into actionable insights. At a company like Tesla during its early…

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Commercial Mortgage Backed Securities (CMBS): A Beginner’s Guide

What are Commercial Mortgage-Backed Securities? Commercial mortgage-backed securities (CMBS) are a niche but impactful part of the fixed income securities market. If you’re eager to expand your fixed income or capital markets knowledge, understanding CMBS can set you apart. This guide delves into what CMBS are, how they work, their benefits and risks, and how…

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