In this special episode of CFI’s FinPod, we’re joined by our co-founder Scott Powell and founder of “The FP&A Guy,” Paul Barnhurst, to explore how AI, automation, and evolving skill sets reshape careers in FP&A, capital markets, and investment banking. We discuss how tools like ChatGPT are already changing workflows, why Python and Excel are...
Navigating the Many Types of Financial Analysts Dreaming of a career where you can influence business decisions, drive financial strategy, or help organizations manage risk? Financial analysis might be your perfect match. But here’s the thing — the financial analyst path branches in several distinct directions, each with its own unique appeal. Finance offers remarkably...
Why Bank Regulatory Capital Matters in Valuation When analyzing a bank’s valuation, profitability alone doesn’t tell the full story. A bank may post billions in earnings yet remain constrained in dividend payouts or growth potential. The reason? Bank regulatory capital. Regulatory capital requirements determine how much capital banks must hold before distributing profits to shareholders...
In this episode, Meeyeon, Jeff, and Duncan discuss the newly launched specialization in Investment Banking and Private Equity (IB and PE) at CFI. Join us as we explore the reasons behind the popularity of these fields, the misconceptions surrounding private equity, and the essential skills required for success in both areas. Transcript Meeyeon (00:13) Hi...
Valuing a Bank Takes a Specialized Approach Bank valuation stands apart from traditional business valuation methods. While financial analysts typically rely on metrics like enterprise value (EV) and discounted cash flow (DCF) to value businesses in other industries, these approaches fall short when applied to banks. The banking sector’s unique operations demand a different analytical...