It’s an important consideration: what is the difference between wealth management and asset management. While both asset managers and wealth managers seek to improve clients’ financial well-being and financial success, they have distinct focuses and methods. This article delves into the similarities and differences between these fields and explores the career paths they offer. What…
In this episode of FinPod, Asim Khan & Glenn Hopper talk about AI-enhanced financial analysis. They discuss the power of ChatGPT in democratizing data and how this technology can help improve workflows and analysis. Learn more about AI’s impact on roles in investment banking and accounting and how to use generative AI to work more…
What is a Bolt-On Acquisition? A bolt-on acquisition is a transaction in which a larger company acquires a smaller company that offers complementary services, products, or geographical advantages. Private equity firms often use bolt-on acquisitions as a strategy to grow their portfolio companies and increase their value. Advantages of bolt-on acquisitions include efficiency and effectiveness…
In this special episode of FinPod, host Anna Talerico shines a CFI member spotlight on Stephen Moerane, a remarkable individual whose journey has come full circle within the CFI community. Stephen’s story begins as a CFI learner and progresses to a CFI team member. Listen in as Anna and Stephen discuss his inspiring transition from…
Where Should You Study? Navigating the highly competitive world of finance and banking often starts with a crucial decision: where to study. This decision can heavily influence one’s career path, which is why the concept of a “target school” holds significant weight in this sector. In this article, we’ll explore what a target school is,…
When it comes to managing a company’s financial activities, the accounting and financial planning and analysis (FP&A) teams each play distinct yet interdependent roles. While accounting ensures accuracy and compliance in financial statements and reporting, FP&A leverages this information to develop budgets, identify business trends, analyze data, create financial forecasts, and advise the Chief Financial…
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan’s been developing for our FP&A courses. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. Learn the importance of effectively presenting data…
What Makes FP&A Different? Financial planning and analysis (FP&A) is a crucial role in any organization. FP&A teams perform budgeting, forecasting, and analysis to support key decision-makers, ensuring that senior leaders have the most up-to-date information and knowledge. However, an FP&A role at one company can be quite different from a similar role at a…
April 30, 2024 – Corporate Finance Institute® (CFI), the leader in online finance and banking training, certifications, and productivity tools, is excited to unveil the addition of ten new courses to its comprehensive learning platform. This significant expansion in April underscores CFI’s commitment to providing the most relevant and up-to-date educational resources to finance professionals…
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections….
