In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss FP&A model design, revenue forecasting, and the power of proper formatting. Duncan shares insights on creating visually appealing and easy-to-follow models using the latest Excel features, such as binary switches and conditional formatting. Discover how to enhance your…
The Strategic Importance of CAC Payback Period Understanding and managing financial metrics is crucial for any business aiming for sustainability and growth. One pivotal metric is the Customer Acquisition Cost (CAC) Payback Period. CAC Payback Period measures the time it takes for a business to recoup the investment made in acquiring new customers. Optimizing the…
Though asset management and investment banking share the common goal of enhancing financial outcomes for clients, their approaches, methodologies, and client interactions differ significantly. This comprehensive guide breaks down the similarities and differences between asset management and investment banking and explores the career paths they offer. What is Asset Management? Asset management is a service…
Staying Ahead of the Curve In the constantly evolving financial services landscape, staying ahead of the curve is more than an aspiration; it’s the most enduring component of a firm’s success. Attracting top talent is vital to this endeavor, and organizations that want to attract the best and the brightest are now focused on Generation…
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss Financial Planning & Analysis (FP&A). Duncan shares insights into the importance of model design in finance, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power…
April 29, 2024 – Corporate Finance Institute® (CFI), the leader in online finance and banking training, certifications, and productivity tools, is excited to announce the launch of its new podcast, FinPod. With episodes launching weekly, the podcast includes three series, “What’s New at CFI,” “CFI Member Spotlight,” and “Careers in Finance”. “Our aim with FinPod…
Separating AI Fact from Fiction With all the hype around artificial intelligence (AI), it can be difficult to separate fact from fiction when it comes to what capabilities are available today vs. what might be available soon. We see its potential, but for many, it is unclear how we can leverage it to improve our…
What is a Form 10-Q? Form 10-Q is a required quarterly report for companies that are subject to United States Securities and Exchange Commission (SEC) regulations. Unlike the annual Form 10-K, Form 10-Q is a more frequent update on a company’s financial position and operations. Companies will file Form 10-Q three times a year (after…
What is Future Value? There are many calculations a financial analyst must master. One of these calculations is the future value (FV) calculation. Understanding future value is crucial for financial planning and investment decision-making. Fundamentally, future value is how much an investment made today will be worth at some point in the future. Therefore, future…
