Archives: Resources

Long Strangle

What is a Long Strangle? A long strangle is a neutral-approach options strategy – otherwise known as a “buy strangle” or purely a “strangle” – that involves the purchase of a call and a put. Both options are out-of-the-money (OTM), with the same expiration dates. In order to make any type of profit, a significant…

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LEAPS

What are LEAPS? LEAPS (Long-Term Equity Anticipation Security) are options for terms that are longer than those of the most common options on equities and indices. Around 2,500 equities and 20 indices make LEAPS available in two forms: calls and puts. Traditional Options Traditional options typically come with three expiration cycles: Three months Six months…

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Piotroski F Score Calculator

Piotroski F Score Calculator This Piotroski F score calculator will help you assess the strength of a company’s financial state. The Piotroski F score uses nine factors taken from a firm’s financial statements. Using these factors, it calculates a measure of the strength of a firm’s financial position. Here is a quick preview of CFI’s…

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Financial Portfolio Template

Investment Portfolio Beta Template This portfolio beta template will help you calculate the weighted average beta of all of the stocks in your investment portfolio. Beta (β), as a measure of volatility relative to the market, is an important financial metric to consider to evaluate how an investor’s portfolio responds to the market. Here is…

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Excel Book

Excel Book – Beginner, Intermediate, Advanced Excel CFI’s Excel Book is free and available for anyone to download as a pdf. Learn about the most important Excel shortcuts and functions to succeed in your career! Complete the form below to download CFI’s Excel Ebook. Welcome to the official Excel Book from the Corporate Finance Institute….

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Time Management

A Brief Guide to Time Management Time management is the process of planning and controlling how much time to spend on specific activities. Good time management enables an individual to complete more in a shorter period of time, lowers stress, and leads to career success. Benefits of Time Management The ability to manage your time…

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Financial Ratios Cheat Sheet

Financial Ratios Cheat Sheet CFI’s Financial Ratios cheat sheet is a pdf ebook, available for anyone to download for free. The cheat sheet goes over the essential financial ratios that a Financial Analyst uses to analyze a business. Below is an image of the Pyramid of Ratios, a common tool used by industry professionals to analyze…

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Listening Skills

How to Improve Your Listening Skills Having effective listening skills means being able to display interest in the topic discussed and understand the information provided. In today’s society, the ability to communicate effectively is becoming increasingly important. Although the ability to speak effectively is a highly sought-after skill, developing effective listening skills is often not…

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Negotiation Tactics

What are Negotiation Tactics? Negotiation is a dialogue between two or more people with the aim of reaching a consensus over an issue or issues where conflict exists. Good negotiation tactics are important for negotiating parties to know in order for their side to win or to create a win-win situation for both parties. The…

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Notional Value

What is Notional Value? Notional value (also known as notional amount or notional principal amount) is the face value on which the calculations of payments on a financial instrument (e.g., swap) are determined. In other words, the notional amount indicates how much money is controlled by a position on a particular financial instrument.    …

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