Member Spotlight | Shawn Jahromi
In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. Shawn holds a Master’s in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shaping his career. He…
Webinar Recap: AI Transformation — The Future of Finance
Careers in finance are rapidly changing, and one of the most exciting trends driving this transformation is artificial intelligence (AI). During CFI’s latest event, AI Transformation: The Future of Finance, an audience of finance professionals had the opportunity to learn how AI is reshaping the FP&A (Financial Planning and Analysis) landscape. The fireside chat was…
Workflow Efficiency for Financial Analysts: Best Automation and Productivity Tools
The Importance of Workflow Efficiency for Financial Analysts Financial analysts handle large datasets, build complex models, and deliver insights under pressure. Workflow inefficiencies — whether caused by manual tasks or data processing delays — can lead to costly errors and lost time. To stay accurate and productive, analysts need the right tools to streamline tasks…
Careers in Finance | Duncan McKeen
In this episode of Careers in Finance on FinPod, we sit down with Duncan McKeen, a seasoned equity research analyst turned financial modeler and educator at CFI. Duncan’s career journey is an inspiring example of adaptation and perseverance, starting in mechanical engineering before transitioning into finance. Duncan shares how he leveraged his sector expertise in mining to…
Data Science Career Profile
What is Data Science? Data science is a multidisciplinary field that combines statistics, mathematics, computer science, and domain expertise to extract meaningful insights and knowledge from large amounts of structured and unstructured data. In the financial services industry, data science is crucial in helping organizations make informed decisions, mitigate risks, and drive innovation. Data scientists…
Insurance Company Financial Statements: A Detailed Overview
What is Insurance? Insurance is a financial product sold by insurance companies that protects people (and companies) from unexpected losses or damages. Insurance companies are able to offer this product by spreading individual risks among a large group of people, so if something bad happens to one person, like a serious car accident, the insurance…
What’s New at CFI | Introduction to Comparable Valuation
In this episode of What’s New at CFI on FinPod, we dive into the latest addition to our course lineup, Comparable Valuation Fundamentals. Our expert instructors discuss designing the course specifically to make valuation concepts more accessible for learners without extensive finance backgrounds. You’ll hear about the decision to use fictional companies for easier digestion…
Private Equity vs. Venture Capital
Private equity and venture capital are two prominent investment strategies in the financial services industry, playing crucial roles in shaping businesses and driving economic growth. While both involve investing in private companies, they differ significantly in their approaches, target companies, and overall objectives. Below, we’ll explore the worlds of private equity and venture capital so…
Member Spotlight | Charaf Bourhalla
In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the…
