Archives: Resources

Webinar Recap: Get Back on Track with Tom and Scott

Have questions about which courses and resources will best support your CFI learning? Want to know how to develop effective learning habits that will set you up for success? Or general questions like navigating the CFI platform and learner experience? Hosted as a live webinar to help you get back on track to the goals…

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Webinar Recap: Money Goes Greener (ESG)

As we become increasingly aware of the environmental and social effects caused by modern business operations, many finance and banking leaders are looking for ways to adopt more sustainable and responsible investment strategies.  Enter ESG: A powerful lens we can look through to better understand how organizations are impacting factors like greenhouse gas emissions and…

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Cyclical Stocks

In the dynamic world of corporate finance, finance teams are continually seeking opportunities to optimize their investment strategies. One such strategy revolves around leveraging cyclical stocks, an investment approach that is deeply intertwined with the economy and the ever-changing economic landscape. This guide aims to provide finance professionals with a thorough understanding of cyclical stocks,…

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Tax Equivalent Yield

What is Tax Equivalent Yield and Why Does It Matter? Bonds are an important part of any investment portfolio and contribute a valuable element of diversification since stocks and bonds are negatively correlated. An allocation to bonds in a portfolio can help reduce overall portfolio risk. Fixed income instruments also produce a steady stream of income…

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Owner Financing

For prospective home buyers, applying for a mortgage from a bank or other type of mortgage lender can mean a ton of paperwork and sweating out the approval process. Some home buyers are going to run into problems when looking for a bank-approved mortgage to arrange the financing for their purchase of a home. A…

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A Primer on the EU’s ESG Regulations

Note: This document is not legal advice; it alludes to the EU’s main ESG regulations and their key concepts. It is not comprehensive to all legal requirements and content updates. EU Regulatory Landscape The EU’s legal system has always included laws protecting and advancing environmental, social, and governance issues. However, the introduction of the Non-Financial…

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Cash EBITDA

Understanding Cash EBITDA EBITDA, or earnings before interest, taxes, depreciation, and amortization, is one of the most frequently used metrics in finance. Across the finance industry, investment bankers, buy-side and sell-side analysts, valuation experts, company managers, and other professionals use EBITDA to compare a company’s financial performance relative to industry peers and assess its profitability…

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Equity Rollover

What is an Equity Rollover? Building a successful business can be one of life’s most satisfying achievements. Starting with nothing more than an idea and investing significant time, energy, and personal capital to create a thriving company makes for a thrilling ride. But for many owners, the moment comes when they start to consider an…

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Unveiling Emotional Intelligence: The Key to Effective Human Connection

Emotional Intelligence (EQ) is a term that has gained significant prominence in recent years. In this article, we will explore the concept of emotional intelligence, its importance, and the five domains that constitute this vital aspect of human interaction. Dr. Daniel Goleman defined the term “emotional intelligence” or EQ in his 1995 book “Emotional Intelligence.“…

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