In this episode of FinPod, we speak with Chris Ortega, the CEO of Fresh FP&A. Chris shares his journey from a marketing major in college to a seasoned finance executive, eventually founding Fresh FP&A. He emphasizes the evolving role of technology in finance, highlighting how tools like RPA, predictive analytics, and machine learning can enhance…
In this episode of FinPod, we discuss our course for financial planners, advisors, and wealth managers on developing high-impact financial plans. We cover how integrating financial plans into a wealth management practice adds value for clients and advisors. Also, we emphasize best practices for effective goal-setting and how structured financial plans can realize your clients’…
In this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his journey from Brazil to Canada, discussing his experience across a range of industries such as mining, education, shipbuilding, and aviation. He furthered his career by earning the FMVA certification from CFI, which…
What is Sales and Trading? Sales and trading are core functions within investment banks and financial institutions. They play a crucial role in the dynamic world of capital markets, which involves the buying and selling of financial products like stocks, bonds, commodities, and other securities. Sales and trading also include managing risk and providing valuable…
In this episode of FinPod, we discuss the recently released Market Risk Fundamentals course with insights from the Vice President of Content at CFI. We provide an in-depth look at key processes, such as measuring market risk through the standard deviation of returns and calculating value at risk (VAR). Listeners will learn how these concepts…
Introduction to Data Storytelling Data analysts, business intelligence analysts, and even data scientists are always looking to turn raw data into valuable insights. Data storytelling adds another layer to this by presenting insights within a narrative that helps tie different stages of the analysis together. A data story generally combines a number of visuals and…
In this episode of FinPod, we talk with Avia Yudalevich, the accomplished CFO and head of supply chain at Intrinsic. Avia shares her journey from financial analyst to executive leader, highlighting her deep understanding of both financial data and broader business strategies. With a solid foundation in economics and finance, Avia is a credible voice…
In this episode of FinPod, we discuss a recently published course on ESG risk management. We explain the evolution of ESG from environmental health and safety to corporate sustainability and social responsibility, emphasizing its current role as a management framework for addressing environmental, societal, and governance risks. We cover fundamental concepts of ESG, headline risks,…
What is Bottom-Up Budgeting? Bottom-up budgeting is a budgeting method that starts at the department level, with each department creating a budget and moving it up to the top, creating a company-level budget. Each department is required to compile a list of the things it needs, hires it plans to make, projects it plans to…
In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. He discusses his decision to focus on upskilling with CFI and the valuable knowledge he gained from the FMVA and BIDA…
