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….
Wealth management is a holistic financial advisory service that focuses on protecting and growing the wealth of high and ultra-high-net-worth clients. In other words, wealth management provides a wide array of financial advice to wealthy individuals to help them make smart financial decisions that will help them both maintain and increase their wealth. Wealth Management…
In the world of finance and accounting, data can come in many forms, such as assets, liabilities, equity, income, expenses, and cash flow. Thus, to be a financial analyst, you must learn how to collect, manage, and interpret financial data. One of the best ways to make financial data more digestible and easier to understand…
