Corporate Finance Resources

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Financial Ratios Definitive Guide
A free best practices guide for essential ratios in comprehensive financial analysis and business decision-making.
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Basic Excel Formulas
Mastering the basic Excel formulas is critical for beginners to become highly proficient in financial analysis.
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Financial Modeling Guidelines
A free, comprehensive guide on design tips, tricks, and best practices for creating robust, world-class financial models.
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Articles

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3 Essential Types of Variances Every FP&A Analyst…
How FP&A Analysts Leverage Different Types of Variances In FP&A,…
accounting fpa
Intrinsic Value vs. Market Value: Key Differences Explained
Understanding Intrinsic Value vs. Market Value in Finance Two investors…
valuation
Current Ratio vs Quick Ratio: Comparing Two Key…
What is the Current Ratio vs Quick Ratio? Definitions and…
accounting financial modeling
FP&A’s Role in Cost Management: Enhancing Profit Margins…
Why Cost Management is a Core FP&A Responsibility Cost management…
accounting fpa career
Generative AI in Finance: CFI’s Top 10 Resources…
Finance professionals who effectively integrate generative AI with their expertise…
career artificial intelligence ai
ROA vs. ROE: Differences, Formulas, and Uses in…
ROA vs ROE: Two Ways to View Return-on-Investment (ROI) ROA…
accounting financial modeling
5 Key Elements of an Effective Capital Expenditure…
Capital Expenditure Schedules: Purpose and Function  A well-structured capital expenditure…
financial modeling fpa
FP&A vs. Controller vs. CFO: Who Does What…
FP&A vs. Controller vs. CFO: Why the Differences Matter If…
fpa career
Contractor Expense Forecasting: 7 Essential Tips for Building…
Forecasting Contractor Expenses: Why It Matters in FP&A Accurate contractor…
financial modeling fpa
Forms of Consideration in M&A Analysis: Cash vs.…
What is a Form of Consideration in M&A? When companies…
valuation financial modeling
Techniques for Financial Statement Aggregation in Excel
The Power of Financial Statement Aggregation Financial statement aggregation transforms…
excel financial modeling fpa
Using Conditional Formatting to Highlight Risks in a…
The Value of Conditional Formatting in Cash Flow Models Even…
excel financial modeling
LBO Returns Attribution: Breaking Down What Drives Equity…
Why Returns Attribution Matters in an LBO In a leveraged…
valuation financial modeling private equity
ChatGPT-4o vs. o1 for Financial Analysis: Which to…
ChatGPT-4o vs. o1: What Finance Professionals Need to Know Artificial…
data science financial modeling artificial intelligence ai
Excel Model Design for FP&A Professionals
Excel Model Design: Why You Should Spend More Time on…
excel financial modeling fpa
Growth vs. Maintenance Investments: Balancing Risk and Return…
How to Approach Growth vs. Maintenance Investment Analysis  Imagine you’re…
valuation fpa
The Capital Allocation Process: A Four-Step Approach for…
How a Structured Capital Allocation Process Drives Better Decisions Suppose…
fpa management risk management
Financial Benchmarking: Comparing Company Performance Relative to Peers
Why Financial Benchmarking Skills   Suppose the SaaS company you’re analyzing…
valuation financial modeling fpa
Negative Working Capital: Strength or a Warning Sign?
Why Does Negative Working Capital Matter in Financial Analysis? Imagine…
accounting financial modeling fpa
Beyond Pretty Charts: Creating Actionable Financial Dashboards That…
The Challenge of Building Financial Dashboards That Drive Action After…
business intelligence fpa data visualization

Guides & Reports

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Essential Guide to Accounting for Financial Analysts
Whether you’re a current or aspiring financial analyst, or just…
accounting
Financial Ratios Definitive Guide
Your Go-To Resource for Financial Ratios CFI’s Financial Ratios Definitive…
accounting valuation valuations
Financial Modeling Guidelines
CFI’s free Financial Modeling Guidelines is a thorough and complete…
financial modeling corp fpa valuations
Excel Books
Best Excel Books For anyone looking to master the art…
excel data visualization
Analyst Trifecta eBook
Analyst Trifecta eBook – Analytics, Presentation, and Soft Skills Our Analyst Trifecta eBook…
excel valuation financial modeling valuations
Investment Banking Manual
Investment Banking Manual Covering accounting fundamentals, valuation, financial modeling, &…
excel valuation financial modeling investment banking 2
Trading Book
Comprehensive Trading & Investing eBook From capital markets to trading…
equities fixed income wealth management capital markets
Interview Book
Interview Questions & Answers Book CFI’s Interview Book is free…
career interview tips career
Excel Book
Excel Book – Beginner, Intermediate, Advanced Excel CFI’s Excel Book…
excel
Financial Ratios Cheat Sheet
Financial Ratios Cheat Sheet CFI’s Financial Ratios cheat sheet is…
accounting financial modeling capital markets corp fpa

Podcasts

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Corporate Finance Explained: Cash Flow Management
Tune in for expert Cash Flow Management and Liquidity Strategy…
finpod
Members Spotlight: Paul Barnhurst & Scott Powell |…
In this special episode of CFI’s FinPod, we’re joined by…
finpod
Corporate Finance Explained: Determining Business Worth for Finance…
How Do Investors, Analysts, and Companies Decide What a Business…
finpod
Corporate Finance Explained: Mastering Mergers & Acquisitions
Mergers & Acquisitions (M&A) Shape the Corporate Landscape, But What…
finpod
Careers in Finance: Bob Wang
Thinking of Starting Your Own Business After a Career in…
finpod
Corporate Finance Explained: Cost of Capital
How Do Top Companies Manage Their Cost of Capital for…
finpod
Corporate Finance Explained: Mastering Treasury Management
How Do Major Corporations Manage Billions in Cash While Minimizing…
finpod
Member Spotlight: Flavio Simoncini
In this Member Spotlight episode on FinPod, we meet Flavio…
finpod
Corporate Finance Explained: FP&A in Action
How Do Top Companies Use FP&A to Drive Business Strategy?…
finpod
Corporate Finance Explained: High-Impact FP&A: Mastering Budgeting, Forecasting…
In this episode of Corporate Finance Explained, we explore the…
finpod
Careers in Finance: Nicole Lee
In this episode of Careers in Finance on FinPod, we…
finpod
What's New at CFI: Making Effective Business Decisions
In this episode of FinPod, we introduce our latest course:…
finpod
Corporate Finance Explained: FP&A and Business Strategy
FP&A Explained: How Financial Planning & Analysis Drives Business Strategy…
finpod
Careers in Finance: Smith Lordeus
Breaking Into FP&A: How Data, Finance, and Leadership Shape Careers…
finpod
Corporate Finance Explained: Understanding Capital Structure – Balancing…
Debt vs. Equity: How Companies Make Capital Structure Decisions How…
finpod
Corporate Finance Explained: Mastering Financial Modeling
How Do Top Finance Teams Build and Use Financial Models…
finpod
Careers in Finance: Mimi Hu
How to Build a Career in FP&A | Finance Jobs,…
finpod
What's New at CFI: FP&A 3-Statement Modeling
Mastering FP&A 3-Statement Modeling Building a 3-statement financial model is…
finpod
Corporate Finance Explained: Analyzing Financial Statements
In this episode of Corporate Finance Explained, we break down…
finpod
Member Spotlight: Ayesha Felice N. Zain
In this episode of CFI’s podcast, Ayesha Zain shares her…
finpod

Templates & Exercises

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Business Plan Example and Template
What is a Business Plan? A business plan is a…
economics financial modeling management
Business Model Canvas Template
What is the Business Model Canvas? The business model canvas…
economics management
Energy Industry Comps Template
What is the Energy Industry Comps Template? The energy industry…
excel financial modeling valuation industry specific
Flowchart Templates
What are Flowchart Templates? Flowcharts are great for describing business…
valuation data visualization
Vertex42® Excel Templates
What is Vertex42®? Vertex42® is a website that provides a…
excel
Non-Directional Trading Strategies Template
What is the Non-Directional Trading Strategies Template? The non-directional trading…
excel derivatives financial modeling
Directional Trading Strategies Template
What is the Directional Trading Strategies Template? The directional trading…
excel derivatives financial modeling asset mgmt
Cable Industry Comps Template
What is the Cable Industry Comps Template? The cable industry…
excel financial modeling valuations
Telecommunication Industry Comps Template
What is the Telecommunication Industry Comps Template? The telecommunication industry…
excel financial modeling valuation industry specific
Banking Industry Comps Template
What is the Banking Industry Comps Template? The banking industry…
excel financial modeling valuation industry specific
Pharmaceutical Industry Comps Template
Pharmaceutical Industry Comps Template Comparable company analysis, also referred to…
excel financial modeling valuation industry specific
Retail Industry Comps Template
Retail Industry Comps Template Comparable company analysis, often referred to…
excel financial modeling valuation industry specific
Airline Industry Comps Template
Airline Industry Comps Template Comparable company analysis (“comps”) is a…
excel financial modeling valuation industry specific
Reference Letter Template
Reference Letter Template This reference letter template will help you…
career
Financial Portfolio Template
Investment Portfolio Beta Template This portfolio beta template will help…
excel financial modeling capital_markets
Free Resume Templates
What is a Resume Template? Free resume templates are especially…
career
Aging Report Template
Aging Report Template This aging report template will help you…
excel accounting financial modeling
Journal Entry Template
Journal Entry Template This journal entry template will help you…
excel accounting financial modeling
Excel Invoice Template
Excel Invoice Template This Excel invoice template provides a structured…
excel accounting financial modeling
T-Account Template
T-Account Template This t-account template helps you organize and balance…
excel accounting financial modeling

Webinars

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Webinar Recap: Emerging Specializations in Finance and How…
The finance landscape is rapidly changing with the emergence of…
elearning team development artificial intelligence ai
Webinar Recap: Top 5 Trends Disrupting the Future…
Today’s high-performing learning programs are adapting to the evolving needs…
elearning career
Webinar Recap: Essential Financial Ratios You Need to…
Sound business decisions can only be made with accurate business…
accounting valuation valuations
Webinar Recap: What Financial Services Firms Need to…
As AI rapidly evolves and integrates with our daily lives,…
management artificial intelligence ai
Webinar Recap: Creating High-Impact Learning and Development Programs…
With banking and finance workforces becoming more distributed and hybrid…
elearning management career
Webinar Recap: How to Be an Effective Leader…
Effective leadership isn’t just managing people—it’s inspiring and motivating their…
management career team development
Webinar Recap: Get Back on Track with Tom…
Have questions about which courses and resources will best support…
elearning career
Webinar Recap: Money Goes Greener (ESG)
As we become increasingly aware of the environmental and social…
esg
Webinar Recap: Why the Best Financial Services Employee…
The financial services landscape is always in flux, constantly introducing…
elearning career team development
How to Learn Excel: Master Spreadsheets Like a…
Microsoft Excel is an indispensable tool for financial modeling, data…
excel career
Banking on Crypto | Webinar Recording
The explosion of cryptocurrencies and exchanges represents the biggest potential…
cryptocurrency career fintech
Money Goes Greener | Webinar Recording
As we become increasingly aware of the environmental and social…
esg
Bots, Bard and ChatGPT | Webinar Recording
There’s no denying Artificial Intelligence (AI) is the hottest topic…
data science artificial intelligence ai
Webinar Recording: Bridging the Gender Gap in Corporate…
In recent years, finance and banking—and many other industries—have come…
management career
Fast-Tracking Your Career in Financial Planning & Wealth…
Whether you’re an aspiring financial advisor or a current professional…
wealth management career
Webinar Recap: Finance Interview Prep
When your dream finance opportunity comes knocking, be ready to…
career interview tips career
Finance Interview Prep: Expert Tips to Land Your…
When your dream finance opportunity comes knocking, be ready to…
career investment banking investment banking 2 interview tips career
Accelerate Your Career in Finance | Webinar Recording
Ready to put 2023 toward your finance career? Curious about…
career
Future-Proof Your Career With ESG: How the Competitive…
A framework that helps stakeholders understand how an organization is…
esg career
Webinar Recap: Standardize Financial Modeling at Your Organization
Is your organization interested in increasing brand compliance, reducing errors,…
excel financial modeling

Corporate Finance Topics

Learn Financial Modeling with CFI

Learn Financial Modeling with CFI

Financial modeling is ubiquitous within organizations. Financial models help businesses make decisions about raising capital, making...

Learn More
Learn Cryptocurrency with CFI

Learn Cryptocurrency with CFI

Cryptocurrency is a new and emerging digital asset that seeks to solve real-world problems of traditional currency and banking. The...

Learn More
Learn ESG with CFI

Learn ESG with CFI

Environmental, Social, and Governance (ESG) has gained a tremendous amount of traction in the world of finance. This is due in large part...

Learn More
Accounting Accounting
AI AI
Business Intelligence Business Intelligence
Capital Markets Capital Markets
Career Career
Commercial Lending Commercial Lending
Commercial Real Estate Commercial Real Estate
Commodities Commodities
Cryptocurrency Cryptocurrency
Data Science Data Science
Machine Learning
Data Visualization
Derivatives Derivatives
Economics Economics
eLearning eLearning
Environmental Social Governance (ESG) Environmental Social Governance (ESG)
Equities Equities
Excel Excel
Financial Modeling Financial Modeling
Financial Planning & Analysis (FP&A) Financial Planning & Analysis (FP&A)
Fixed Income Fixed Income
Foreign Exchange Foreign Exchange
Management Skills Management Skills
Power BI
Power Query
Python
Risk Management Risk Management
SQL
Tableau
Valuation Valuation
Wealth Management Wealth Management
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Resources
Mastering Excel Shortcuts for PC and Mac List of Excel Shortcuts Excel shortcuts - It may seem slower at first if you're used to the mouse, but it's worth the investment to take the time and...
Financial Modeling Guidelines CFI’s free Financial Modeling Guidelines is a thorough and complete resource covering model design, model building blocks, and common tips, tricks,...
SQL Data Types What are SQL Data Types? The Structured Query Language (SQL) comprises several different data types that allow it to store different types of information...
Structured Query Language (SQL) What is Structured Query Language (SQL)? Structured Query Language (known as SQL) is a programming language used to interact with a database....
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Excel Fundamentals - Formulas for Finance FMVA® Prep Course 2h 14min Excel Fundamentals - Formulas for Finance
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