Archives: Resources

Corporate Finance Explained | The Finance Behind Mega Acquisitions

When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It’s the central strategic decision that determines a company’s risk, flexibility, and future. In this episode of Corporate Finance Explained on FinPod, we break down the complex toolkit used for mega M&A Financing, providing a…

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Commercial Lending Career Profile: Roles, Skills, and Career Paths in Business Finance

Careers in Commercial Lending A career in commercial lending involves helping businesses secure financing to fund operations, expansion, and long-term investments. Professionals in this field evaluate credit risk, structure business loans, and manage client relationships for banks, credit unions, and private lenders.  Commercial lending plays a vital role in business growth. When a company needs…

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Private Credit: Definition, Types, and How It Works

What Is Private Credit? Private credit is debt financing provided by non-bank lenders directly to companies or projects through privately negotiated agreements. These loans are not issued or traded on public markets. Private credit gives businesses access to tailored funding solutions and helps fill the gap left by traditional bank lending.  Private credit has expanded…

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Corporate Finance Explained | The Power of Financial Ratios

Financial ratios are the essential shorthand analysts use to distill massive financial statements into actionable insights. In this episode of Corporate Finance Explained on FinPod, we go beyond academic definitions to explore how ratios reveal a company’s true story, measuring performance, efficiency, and existential risk. We examine four pillars of analysis and use contrasting examples,…

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CFP® Continuing Education: Requirements and Best Practices

Earning the CFP® designation shows clients you’re serious about professional standards. Keeping it, however, means committing to a challenging set of CFP® continuing education requirements. Those hours prove you’re current, ethical, and worthy of client trust. In the sections ahead, we’ll outline exactly what the CFP Board requires, how CE credits work, and how to…

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Corporate Finance Explained | Hedge Funds in Corporate Finance: Myths, Realities, and Case Studies

If you’re in corporate finance, you need to understand the true influence of Hedge Funds. They are not just market speculators; they are powerful, concentrated stakeholders whose specific demands can change a company’s financial destiny overnight, forcing massive share buybacks, debt reduction, or strategic divestitures. In this episode of Corporate Finance Explained on FinPod, we…

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What Excel Skills Are Employers Looking For? Here Are the Top 10

What Excel Skills Are Most in Demand? Employers look for Excel skills that demonstrate efficiency, analytical capability, and clear communication. The most valued skills include building professional workbooks, using keyboard shortcuts, applying statistical functions, creating PivotTables, and visualizing data through charts and dashboards.  1. Building Professional Workbooks Employers value professional workbooks because they’re auditable, shareable,…

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Trade Lifecycle: The Process of Buying and Selling Securities

What Is the Trade Lifecycle? The trade lifecycle is the end-to-end process for buying or selling securities in financial markets. The trade lifecycle includes initiation, order matching, trade capture, confirmation, custodian instructions, clearing, and settlement. The lifecycle of a trade demonstrates how capital markets move securities and cash between buyers and sellers through a coordinated…

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