Archives: Resources

The 10 Top Investment Banks in the World

Investment banks play a crucial role in shaping global markets, facilitating major deals, and driving economic growth. However, not all investment banks are created equally, as these financial powerhouses offer varying ranges of services, from mergers and acquisitions advice to underwriting securities and managing wealth for high-net-worth individuals. Below, we’ll dive into the world of…

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What’s New at CFI | Reading Financial Statements

This episode of FinPod covers understanding bank financial statements and analysis. We highlight the unique aspects of bank financial statements compared to typical company statements, plus the significance of the balance sheet and the importance of understanding interest income and expenses. You’ll learn about specific ratio calculations used in banking and how regulatory capital requirements,…

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SaaS Financial Modeling: A High-Level Overview

What is SaaS? SaaS (Software as a Service) is a software distribution model where companies create applications, and clients subscribe to these applications. These software applications are hosted by a vendor and made available to clients over the internet. The SaaS distribution model is different from the more traditional model of purchasing software one time…

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Member Spotlight | David Hyland

In this episode of CFI Member Spotlight on FinPod, we sit down with David Hyland, a finance leader with a background in establishing processes, systems, and controls for management teams of tech startups. David shares his career journey from traditional accounting to leading finance functions in startups like Air Garage, a company revolutionizing the parking…

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CFI Launches the Accounting for Financial Analysts Specialization

July 30, 2024 – Corporate Finance Institute (CFI), the #1 rated online provider of finance and banking training and productivity tools, announces the launch of its Accounting for Financial Analysts Specialization, specifically designed to equip financial analysts with the accounting skills necessary to excel in their roles and drive more accurate financial analysis and strategic…

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AI for Excel Formulas

AI Tools Offer New Ways to Work with Excel When artificial intelligence (AI) tools like ChatGPT emerged, many professionals worried that AI would take over their jobs. What quickly became apparent was that, in many cases, AI is here to assist us rather than replace us. For example, AI is changing the way we work…

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What’s New at CFI | How to Build a Financial Model

In this episode of FinPod, we discuss how to get started with building a financial model. We address common issues beginners face – like too quickly relying on Excel –  and provide tips to streamline the model-building process. Emphasizing the importance of design, we cover the tangible benefits of reverse-engineering financial modeling problems and working…

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Understanding the Fintech Industry

From mobile banking apps to cryptocurrency exchanges, financial technology (fintech) innovations are reshaping the financial landscape for consumers and businesses. Below, we’ll explore the key aspects of the fintech industry, its impact on traditional finance, and its potential for future growth. What is Fintech? Fintech refers to the innovative technologies used to improve and automate…

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What are Boutique Investment Banks?

What are Boutique Investment Banks? Boutique investment banks are specialized financial institutions that offer a narrow range of services, typically focusing on specific industries, regions, or types of transactions. Unlike larger, full-service investment banks that provide a wide array of financial services, boutique banks concentrate on select areas where they can provide deep expertise and…

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Corporate Finance Institute and PwC’s Academy Partner for Advanced Skill Development in the Middle East Region

July 24, 2024 — Corporate Finance Institute® (CFI), a global leader in online finance and banking education, certifications, and productivity tools, has partnered with PwC’s Academy to support the growth and talent of finance and banking professionals across the Middle East region. This collaboration allows PwC Academy participants access to CFI courses to supplement their learnings…

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