Meeting the Needs of Gen Z: The New Approach to Financial Services Training
Staying Ahead of the Curve In the constantly evolving financial services landscape, staying ahead of the curve is more than an aspiration; it’s the most enduring component of a firm’s success. Attracting top talent is vital to this endeavor, and organizations that want to attract the best and the brightest are now focused on Generation…
What’s New at CFI | Mastering Financial Planning & Analysis: Insights from a CFI Expert
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power…
Corporate Finance Institute® Launches Podcast Series
April 29, 2024 – Corporate Finance Institute® (CFI), the leader in online finance and banking training, certifications, and productivity tools, is excited to announce the launch of its new podcast, FinPod. With episodes launching weekly, the podcast includes three series, “What’s New at CFI,” “CFI Member Spotlight,” and “Careers in Finance”. “Our aim with FinPod…
Leveraging Generative AI for Financial Analysis
Separating AI Fact from Fiction With all the hype around artificial intelligence (AI), it can be difficult to separate fact from fiction when it comes to what capabilities are available today vs. what might be available soon. We see its potential, but for many, it is unclear how we can leverage it to improve our…
Form 10-Q: A Comprehensive Overview
What is a Form 10-Q? Form 10-Q is a required quarterly report for companies that are subject to United States Securities and Exchange Commission (SEC) regulations. Unlike the annual Form 10-K, Form 10-Q is a more frequent update on a company’s financial position and operations. Companies will file Form 10-Q three times a year (after…
What is Future Value and How to Calculate the Future Value of an Investment
What is Future Value? There are many calculations a financial analyst must master. One of these calculations is the future value (FV) calculation. Understanding future value is crucial for financial planning and investment decision-making. Fundamentally, future value is how much an investment made today will be worth at some point in the future. Therefore, future…
Form 10-K: A Comprehensive Overview
What is a Form 10-K? Form 10-K is a required annual filing for companies that are subject to United States Securities and Exchange Commission (SEC) regulations. Form 10-K is somewhat analogous to an Annual Report and much of the contents overlap one another. What’s in a Form 10-K? Form 10-Ks are usually over 100 hundred…
Private Equity Salary Guide: An Overview of PE Compensation
What is Private Equity? Private equity (PE) is a common career progression for investment bankers. Analysts in investment banking often dream of moving over to a role in private equity. Because private equity firms employ top performers, these firms typically pay top-dollar salaries and generous performance bonuses, which can be well above investment banking compensation….
Data Analysis Courses for Finance Professionals
There are many different components and job positions in the field of finance. One growing component in the world of finance is data analysis or data analytics. Because data analysis has a major role in the finance industry, individuals who are interested in a career in finance should look into taking a data analysis course. …
