In this special episode of FinPod, host Anna Talerico conducts a 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 non-financial … Read more
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss money planning & examination (FP&A). Duncan shares insights into the importance of model design in financial, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like Power … Read more
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to discuss money planning & study (FP&A). Duncan shares insights into the importance of model design in money management, emphasizing the significance of careful planning and structuring for effective decision-making. Learn how to efficiently gather inputs using modern tools like … Read more
Did you know that there’s already powerful AI tools embedded into Microsoft Excel? 👀 In this episode, CFI’s Executive Vice President, money modeling, Duncan McKeen, is going to dive into an artificial intelligence tool built into Excel that can help you quickly analyze a data set, lean insights from it, and insert tables and charts … Read more