Corporate Finance Resources

Practical guides, financial modeling templates, in-depth articles, webinars, and podcasts built by finance practitioners. Covering financial modeling, FP&A, valuation, capital markets, accounting, and AI in finance. Used by 2.8 million professionals across 180 countries to stay current, go deeper, and make better decisions at work.
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Corporate Finance Resources Built by Practitioners. Trusted by Finance Teams.

Every resource is written and produced by professionals with direct experience in the subjects they cover. Financial modeling templates reflect the structures analysts use in live deals and planning cycles. FP&A guides reflect how the function actually operates at the senior level, not how a textbook describes it. Webinars and podcasts bring current practitioners into the conversation on the topics reshaping finance today, including AI, business intelligence, and capital markets strategy.

Finance professionals come back to these resources because they hold up when it matters. Before a board presentation. Before rebuilding a model from scratch. Before stepping into a more senior role. That's the standard every CFI resource is written to.
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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Articles Articles
Problem Framing in Strategy: Why Staying in the…
After a tough quarter, a department head notices rising turnover…
Management & Leadership Strategy
Convergent vs Divergent Thinking: A Guide for Strategic…
In business, the most costly mistakes are often not about…
Management & Leadership Strategy
Best Practices for Finance Teams: From Month-End Close…
The best practices for finance teams that truly create long-term…
Team Development
Common Reporting Mistakes Finance Teams Make (And How…
Common reporting mistakes finance teams make rarely result in wrong…
Team Development
How to Build the Business Case for Finance…
You have already done the hard part. You have watched…
Team Development
The Double Diamond Model Explained for Business Leaders
Twenty years ago, a team of designers quietly solved a…
Management & Leadership Strategy
Finance Skills for Teams: Designing the Right Capabilities…
Building the right finance skills for teams is one of…
Team Development
How to Solve Complex Problems (And Why Smart…
A regional sales director, we’ll call him Marcus, had a…
Management & Leadership Strategy
What Is Strategic Problem Solving? A Guide for…
Today’s business environment doesn’t slow down for anyone. Leaders face…
Management & Leadership Strategy
How to Define a Problem Before You Try…
Here’s a scenario that plays out in organizations every day.…
Management & Leadership Strategy
Finance Team Certifications: How Employers Build Stronger Finance…
Finance team certifications are among the most underused tools available…
Team Development
Best Corporate Finance Training Programs: What to Look…
Finance managers who care about their team’s development tend to…
Team Development
Best Practices for Scaling a Finance Team: How…
The best practices for scaling a finance team look different…
Team Development
AI for Finance Teams: The Skills Your Function…
The numbers from AICPA and CIMA’s Future-Ready Finance: Technology, Productivity,…
Team Development
How to Teach the Best Forecasting Practices for…
Most FP&A teams have at least one person who forecasts…
Team Development
Process Improvement for Finance Teams: Where Better Skills…
When finance leaders think about process improvement for finance teams,…
Team Development
High-Performing Finance Teams: How Upskilling Transforms Your Organization
There is a version of a finance team that most…
Team Development
How to Train a Finance Team: A Practical…
Finance managers carry a lot of responsibility for their team’s…
Team Development
Addressing Skills Gaps in Finance Teams: The Most…
We surveyed hundreds of finance professionals and finance leaders to…
Team Development
Financial Analyst vs Investment Banker: Which Finance Career…
If you’re exploring careers in finance, you’ve likely come across…
Career Investment Banking

Guides & Reports

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Guides & Reports Guides & Reports
Breaking Into FP&A: A Practical Roadmap to Skill-Building
Your Complete Introduction to FP&A Skill Building CFI’s guide to…
Financial Planning & Analysis Career
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 Valuation
Financial Modeling Guidelines
CFI’s free Financial Modeling Guidelines is a thorough and complete…
Financial Modeling Financial Planning & Analysis Valuation
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 Valuation
Investment Banking Manual
Investment Banking Manual Covering accounting fundamentals, valuation, financial modeling, &…
Excel Valuation Financial Modeling Investment Banking
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
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 Financial Planning & Analysis

Podcasts

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Podcasts Podcasts
Corporate Finance Explained | M&A Strategy: Why Companies…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Cost of Capital
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Corporate Forecasting: Why Predictions…
Forecasting is supposed to be the corporate crystal ball. In…
FinPod
Member Spotlight | Alex Murray
In this episode of CFI’s Member Spotlight, we sit down…
FinPod
Corporate Finance Explained | Competitive Moats: How Companies…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Dynamic Pricing: How Data-Driven…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | The Economies of Scale
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Scenario Planning and Sensitivity…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Capital Allocation Excellence: How…
Everyone talks about visionary products and relentless hustle, but what…
FinPod
Corporate Finance Explained | Project Finance and Funding…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Corporate Culture and Financial…
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Careers in Finance | Nirav Shah
In this episode of Careers in Finance on FinPod, we…
FinPod
Corporate Finance Explained | Cash Flow Forecasting
In this episode of Corporate Finance Explained on FinPod, we…
FinPod
Corporate Finance Explained | Zero-Based Budgeting
In most companies, budget season is a predictable exercise in…
FinPod
Corporate Finance Explained | Financial Due Diligence
In corporate development and finance, the excitement of an acquisition…
FinPod
Careers in Finance | Hayley Rosenlund
Hayley Rosenlund’s career is a masterclass in navigating the high-pressure…
FinPod
Corporate Finance Explained | The Finance Behind Corporate…
“Going green” has transitioned from a PR commitment to a…
FinPod
Corporate Finance Explained | How Corporate Culture Drives,…
In corporate finance, we often focus on balance sheets, cash…
FinPod
Corporate Finance Explained | Corporate Spin Offs: Why…
Corporate success is often measured by growth and diversification, but…
FinPod
Corporate Finance Explained | How Leveraged Buyouts Work:…
The Leveraged Buyout (LBO) is one of the most powerful…
FinPod

Templates & Exercises

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Templates & Exercises Templates & Exercises
Excel Data Visualization & Dashboards Template
Download the Template Click the button below to download our…
Financial Modeling
Case Study: 3-Statement Model Template
Download the Template Click the button below to download the…
Financial Modeling
Business Plan Example and Template
What is a Business Plan? A business plan is a…
Economics Financial Modeling Management & Leadership
Business Model Canvas Template
What is the Business Model Canvas? The business model canvas…
Economics Management & Leadership
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 Management
Cable Industry Comps Template
What is the Cable Industry Comps Template? The cable industry…
Excel Financial Modeling Valuation
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

Webinars

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Webinars Webinars
Webinar: CFI Careers Day - Careers in Corporate…
From breaking into investment banking or private equity to excelling…
Financial Modeling Financial Planning & Analysis Career Private Equity Investment Banking Artificial Intelligence (AI)
Webinar: From Reporting to Influence - How FP&A…
Modern FP&A professionals do more than report the numbers; they…
Financial Planning & Analysis
Webinar: Considering the FMVA®? Get the Inside Story
Join CFI Co-Founder & CEO Tim Vipond, SVP Ryan Spendelow,…
Financial Modeling
Becoming a World-Class Financial Modeler in the Age…
With speaker Brian Egger, Global Head of Financial Modeling and…
Career Artificial Intelligence (AI)
CFI & DataCamp Webinar: How Python Skills Can…
Ryan Spendelow, Senior VP, Training & Curriculum, Corporate Finance Institute…
Career Investment Banking Capital Markets Python
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 Valuation
Webinar Recap: What Financial Services Firms Need to…
As AI rapidly evolves and integrates with our daily lives,…
Management & Leadership Artificial Intelligence (AI)
Webinar Recap: Creating High-Impact Learning and Development Programs…
With banking and finance workforces becoming more distributed and hybrid…
eLearning Management & Leadership Career
Webinar Recap: How to Be an Effective Leader…
Effective leadership isn’t just managing people—it’s inspiring and motivating their…
Management & Leadership 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…
Environment, Social, & Governance
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…
Environment, Social, & Governance
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 & Leadership Career
Fast-Tracking Your Career in Financial Planning & Wealth…
Whether you’re an aspiring financial advisor or a current professional…
Wealth Management Career

Corporate Finance Topics


Discover essential corporate finance topics that equip professionals with advanced technical proficiency. From sophisticated financial modeling to strategic valuation methods, our industry-proven resources provide practical knowledge for mastering corporate finance.
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
Asset Management
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)
Fintech
Fixed Income Fixed Income
Foreign Exchange Foreign Exchange
Hedge Funds
Investment Banking
Management Skills Management Skills
Power BI
Power Query
Private Equity
Python
Risk Management Risk Management
SQL
Strategy
Tableau
Team Development Team Development
Valuation Valuation
Wealth Management Wealth Management
See All Topics

Resources for Training High-Performing Finance Teams

AI for Finance Teams
AI for Finance Teams: What You Need to Excel
Discover what finance teams actually need to succeed with AI
Read more
Addressing Skills Gaps in Finance Teams: The Most Common Issues (and How to Fix Them)
Shift from reactive fixes to deliberate skill-building that unlocks strategic value
Read more
How Upskilling Transforms Your Organization
Discover the key traits and strategies that enable finance teams to deliver more value, faster
Read more
More Team Development Resources

Explore 250+ Courses to Jumpstart Your Career

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Corporate Finance Institute
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Resources
Mastering Excel Shortcuts for PC and Mac Work Smarter in Excel with Keyboard Shortcuts If you're still reaching for the mouse every few seconds, it's time to level up. The best Excel keyboard...
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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Popular Courses
Excel Fundamentals - Formulas for Finance BIDA Prep Course 2h 14min Excel Fundamentals - Formulas for Finance
3-Statement Modeling FMVA Required 3h 15min 3-Statement Modeling
Introduction to Business Valuation FMVA Required 3h 9min Introduction to Business Valuation
Scenario & Sensitivity Analysis in Excel FMVA Required 49min Scenario & Sensitivity Analysis in Excel
Excel Data Visualization and Dashboards FMVA Required 1h 32min Excel Data Visualization and Dashboards
Leveraged Buyout (LBO) Modeling 4h 33min Leveraged Buyout (LBO) Modeling
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