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CFO THOUGHT LEADER
Why Finance Teams Must Learn Faster Than Ever | Tom Vipond, Co-Founder, CEO of CFI
When Tim Vipond was asked to help rebuild Newmont Goldcorp’s corporate model, the scale was daunting: “20 tabs across… each tab being many hundred rows deep,” he tells us. The model had to account for the intricate economics of mining—from extraction to refinement—and it all had to tie together in a single consolidated NAV model. It was a hands-on assignment that tested both his modeling expertise and his capacity to navigate complexity. That moment, Vipond tells us, helped shape his understanding of what finance professionals truly need: not just theory, but real-world, applied skills. It’s an insight t...
2025-07-23
34 min
The Libinance Podcast
Venture Capital in Africa Pt1: Expert Insight & Perspective
Send us a direct message Join us as we sit down with Miracle Nnaji, FMVA® , a seasoned investment professional with over 4 years of experience in venture capital, equity research, and management consulting.Miracle is the perfect guide to demystify the world of Venture Capital in Africa.In this episode, Miracle Nnaji, FMVA® will share his expertise on:The inner workings of venture capital operations in AfricaInsights from his book "365 Days in Venture Capital"Practical advice for entrepreneurs and investors looking to navigate the VC landscapeDisclaimer...
2025-06-30
34 min
FinPod
Member Spotlight | Judith Singh
In this episode of Member Spotlight on FinPod, UK-based finance professional Judith Singh, FCCA, CFM, FMVA, shares her inspiring path to success without a university degree. From passing all her ACCA exams by age 20 to mastering project accounting, budgeting, and financial modeling, Judith reveals how curiosity, resilience, and lifelong learning fueled her growth in the finance industry.This conversation is packed with practical insights for aspiring accountants, career changers, and hands-on finance professionals navigating nontraditional career paths. Judith explains how she leveraged certifications like FMVA, CFM, and BIDA to develop real-world skills and how...
2025-06-19
28 min
The FP&A Guy Network
The CFI Certification for Finance Professionals to Master Excel and Power Query with Landon & Clarke
In this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who’ve taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI’s FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI’s FMVA program to sharpen his modeli...
2025-06-12
50 min
FP&A Tomorrow
The CFI Certification for Finance Professionals to Master Excel and Power Query with Landon & Clarke
In this episode, Paul Barnhurst sits down with Clarke Carter and Landon Cortenbach, two finance professionals who’ve taken different paths into the world of FP&A and both turned to Corporate Finance Institute (CFI) to level up their skills. They discuss why Excel still dominates the finance world, what separates good FP&A from great, and how to pick the right certification to match your career goals. How Clarke used CFI’s FP&A specialization to move from accounting into planning and analysis, and how Landon, a seasoned CFO, turned to CFI’s FMVA program to sharpen his modeli...
2025-06-12
50 min
Financial Modeler's Corner
How To Simplify Complex Financial Models And Save Time with Scott Powell
In this episode of Financial Modeler’s Corner, host Paul Barnhurst sits down with Scott Powell, co-founder and board member of the Corporate Finance Institute (CFI), to discuss the principles and pitfalls of financial modeling. The conversation centers around how overcomplication, legacy models, and misused functions can undermine even the most polished models, and how thoughtful planning, stakeholder consideration, and service-oriented teaching can significantly enhance modeling effectiveness.Scott Powell brings over 25 years of global experience in corporate finance education and financial modeling. He is a founding member of the Corporate Finance Institute, where he has led the cr...
2025-06-03
49 min
FP&A Tomorrow
The FP&A Fix for Finance Leaders to Solve Data Trust Issues using Empathy and Strategy with Ramya
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton...
2025-05-29
50 min
The FP&A Guy Network
The FP&A Fix for Finance Leaders to Solve Data Trust Issues using Empathy and Strategy with Ramya
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Ramya Krishnaganth, founder of Yuvi Consulting and a leader in finance transformation. Ramya brings a thoughtful and practical perspective on how FP&A goes far beyond numbers; it's about understanding the business, working across departments, and making real-world decisions easier. She shares stories from her work helping companies solve messy data problems, improve cost control, and build stronger financial processes.Ramya Krishnaganth is an experienced advisor with a background in cost accounting, financial planning, and enterprise transformations. She holds an executive MBA from Wharton...
2025-05-29
50 min
The FP&A Guy Network
Strategic Finance Insights for FP&A Executives to Drive Growth in PE-Backed Companies with Nate Saperia
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to...
2025-05-22
50 min
FP&A Tomorrow
Strategic Finance Insights for FP&A Executives to Drive Growth in PE-Backed Companies with Nate Saperia
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Nate Saperia, a seasoned finance professional and founder of his own consulting firm, to explore what great FP&A truly looks like, especially in private equity-backed companies. Nate draws from over 20 years of experience in consulting, corporate finance, and strategic roles, sharing practical insights on how to make KPIs measurable and actionable, the blurred lines between strategic finance and FP&A, and what working in fast-paced PE environments really entails. He also talks about the skills FP&A professionals need today, from mastering Power Query to...
2025-05-22
50 min
FinPod
Member Spotlight | Jorge Marques
Jorge Marques joined CFI back when it was just a WeWork dream, and now he's a portfolio manager at North Growth Management. In this episode, Jorge shares his path from studying math and economics and ultimately landing in capital markets. You’ll hear about the skills that helped him succeed, how he navigated the CFA and FMVA, and why curiosity is key to thriving in finance.This is a must-watch for aspiring portfolio managers and anyone in the early stages of their finance career. Learn how Jorge transitioned from rotational internships and tech startups to one of th...
2025-05-15
37 min
The FP&A Guy Network
The Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia Kamon
In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of...
2025-05-15
52 min
FP&A Tomorrow
The Influence Skills for FP&A Pros to Build Boardroom Trust Without the CFO Title with Wassia Kamon
In this episode of FP&A Tomorrow, host Paul Barnhurst chats with Wassia Kamon, the Chief Financial Officer at Access to Capital for Entrepreneurs (ACE), about her journey from financial planning and analysis (FP&A) to leading as a CFO. Wassia opens up about the challenges, surprises, and growth she's experienced, particularly in learning to navigate the boardroom and building strategic influence within her organization. Along the way, she shares valuable insights into leadership, trust-building, and why it's essential for finance professionals to expand beyond the numbers.Wassia Kamon is a finance powerhouse with over 15 years of...
2025-05-15
52 min
The FP&A Guy Network
How Finance Teams Can Eliminate Data Errors and Automate Accounting with AI Parker Gilbert
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet...
2025-05-08
48 min
FP&A Tomorrow
How Finance Teams Can Eliminate Data Errors and Automate Accounting with AI Parker Gilbert
In this episode of FP&A Tomorrow, host Paul Barnhurst sits down with Parker Gilbert, CEO and Co-founder of Numeric, to explore the transformation of accounting through smarter tools and processes. From his background in investment banking to leading finance at a startup, Parker shares the inspiration behind Numeric, a platform built specifically to simplify the financial close. Why the financial close is still so manual, how poor tooling can hinder team performance, and what it takes to modernize accounting. Parker discusses the pain points accounting teams face with existing software and explains why Numeric was designed to meet...
2025-05-08
48 min
The FP&A Guy Network
How FP&A Pros Can Fix Poor Executive Communication Using a 5-Step Framework with Anders Liu-Lindberg
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners...
2025-05-01
47 min
FP&A Tomorrow
How FP&A Pros Can Fix Poor Executive Communication Using a 5-Step Framework with Anders Liu-Lindberg
In this episode of FP&A Tomorrow, host Paul Barnhurst (aka The FP&A Guy) welcomes Anders Liu-Lindberg, a leading expert in business partnering and finance communication. Anders discusses how finance teams can elevate their role from traditional number crunchers to strategic partners within the business. He shares his insights on the importance of effective communication in finance, the value of business partnering, and how FP&A professionals can make a greater impact within their organizations.Anders is the co-founder and partner at the Business Partnering Institute, where he helps finance teams transform into strategic business partners...
2025-05-01
47 min
FinPod
Member Spotlight | Ayesha Felice N. Zain
In this episode of CFI's podcast, Ayesha Zain shares her inspiring journey from a background in public administration and philosophy to her current role in venture capital. She discusses the importance of mentorship, her experience with CFI's FMVA program, and the challenges of breaking into the finance industry. Ayesha emphasizes the value of networking, both in-person and through social media, and shares her aspirations for the future, including her non-profit organization aimed at helping young Indonesians gain international education and life experience. In recognition of International Women's Day, Ayesha’s story highlights the power of resilience, learning, and taking bo...
2025-03-06
34 min
Financial Modeler's Corner
Financial Modeling Frameworks to Build Error-Free Models In Excel Using SIMPLE Method
In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free.Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless...
2025-02-25
35 min
The FP&A Guy Network
Financial Modeling Frameworks to Build Error-Free Models In Excel Using SIMPLE Method
In this episode of Financial Modeler's Corner, host Paul Barnhurst sits down with Babatope Agbeyo, a corporate trainer with extensive experience in financial modeling, Excel, and valuation. Babatope shares about his "SIMPLE" modeling framework, experiences in financial advisory at Deloitte, and lessons from training over 3,000 professionals globally. He also discusses his passion for keeping financial models structured, logical, and error-free.Babatope Agbeyo is a financial modeling expert and corporate trainer who has worked across multiple industries, including telecom, manufacturing, oil & gas, and tech. With experience at Deloitte and D Brown Consulting, he has reviewed and audited countless...
2025-02-25
35 min
FP&A Today
The Consolidation King on Working Better with FP&A – Charaf Bourhalla
“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.” Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group...
2025-02-19
40 min
FP&A Today
The Consolidation King on Working Better with FP&A – Charaf Bourhalla
“Consolidation. A lot of people don’t know exactly what it is. They think that it’s just an aggregation of numbers. Like you just add numbers, but it’s more technical than that. Most of the time when we are talking about consolidation, it’s international big groups that have subsidiaries around the world. Consolidation is the process of converting those financial statements normally built locally, because they have to be compliant with the local requirements and be compliant with the GAAP of the group.” Charaf Bourhalla has been Head of Consolidation at Nestle Skin Health, Vimian Group...
2025-02-19
40 min
Duscapod
The Financial Plan for 2025
Kickstarting 2025 with Financial Brilliance! Join us on DuscaPod as we welcome the exceptional financial expert and Chartered Accountant Bogofanyo Ebitimi Onyambo ACA,FMVA BIDA for our first guest series of the year! Together, we’ll unravel "The Financial Plan for the Year 2025" — packed with insights, strategies, and tips to secure your financial future. Don't miss this insightful episode! Stay tuned for the ultimate financial guide to navigating 2025.
2025-01-17
17 min
FinPod
Member Spotlight | Antowan Batts
In today's Member Spotlight, I get to sit down with someone who can't sit still in the absolute best of ways. Antowan has done a little bit of everything, and it's all been driven by his curious nature and love of economics. It only takes a few minutes to understand what the power of curiosity and a genuine desire to learn can do for someone's career.From an apprenticeship as an electrician to transitioning into healthcare and eventually landing in logistics, Antowan's journey is a testament to the power of adaptability. His academic pursuit in economics combined...
2025-01-16
44 min
FP&A Today
CEO of CFI: Become a World Class Financial Analyst
I speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise productivity add-in on for finance teams. In this episode: why anyone can be a world class financial analyst leveraging technology to democratize education at CFI. Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now...
2025-01-01
41 min
FP&A Today
CEO of CFI: Become a World Class Financial Analyst
I speak with Anna Talerico, the CEO of CFI, a powerhouse provider of training and productivity tools for finance and banking professionals (serving 2m finance professionals, offering 5,000 on-demand lessons and 200 courses) including the famous – including the famous Certified Financial Modeling & Valuation Analyst (FMVA®) accreditation. She is also CEO of Macabacus, a top enterprise productivity add-in on for finance teams. In this episode: why anyone can be a world class financial analyst leveraging technology to democratize education at CFI. Giving finance leaders “Desk Ready Skills” from financial modelling to AI cryptocurrency and risk management (and what’s hot right now...
2025-01-01
41 min
FinPod
What's New at CFI | Accounting for Financial Analysts Specialization
In this episode of What's New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for financial analysts who are looking to master essential accounting skills. This practical program covers the critical accounting concepts analysts encounter regularly, from dissecting financial statements and calculating essential ratios to understanding unique accounting methods for banks, insurance companies, and mergers. Listeners will hear about efficient strategies for navigating real-world annual reports and interpreting accounting standards across jurisdictions.Whether you're enhancing analysis skills or starting fresh, these insights provide clear guidance to help you build...
2024-11-05
11 min
B.O.O.S.T. Podcast
Maximizing Exit Strategies | Corby Megorden & Pat Ennis EP 143
Pat Ennis and Corby Megorden are business partners at ENNIS Legacy Partners whose mission is to help business owners enjoy life in the business and plan for exit and life after the business. In this episode we delve into the world of business exits. They explore the critical strategies business owners use to exit their ventures effectively.Pat and Corby highlight the importance of maximizing exit options through comprehensive planning and readiness assessments. They offer practical advice on the initial steps owners should take to prepare for their exit, from evaluating business value to creating a robust...
2024-10-31
16 min
FinPod
Member Spotlight | Shawn Jahromi
In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. Shawn holds a Master's in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shaping his career. He began his career with a degree in electrical engineering but soon transitioned into finance and project management, working with major companies like Ford Motors and Electronic Arts. Currently, he is pursuing a Doctorate in Business Administration (DBA) while running his own consulting...
2024-10-22
21 min
FinPod
Member Spotlight | Charaf Bourhalla
In this episode of CFI Member Spotlight on FinPod, we feature Charaf Bourhalla, a seasoned finance professional who has built a career with major firms like KPMG and Kimberly Clark, eventually becoming Head of Consolidation at Nestle Skin Health. He holds several key certifications, including the FMVA from CFI, ACCA with a focus on IFRS, and the PMP from PMI.Charaf offers insights into his journey through consulting and corporate finance, sharing his experiences with financial consolidation, IFRS conversions, and the challenges of working with large multinational companies. He emphasizes the importance of accepting challenges, continuous l...
2024-10-10
35 min
The Moneywise Guys
9/30/24 Samy's Debut and Business Appraisal Talk with Shannon + Kevin Lowther
The Moneywise Radio Show and Podcast Monday, September 30th BE MONEYWISE. Moneywise Wealth Management I "The Moneywise Guys" podcast call: 661-847-1000 text in anytime: 661-396-1000 website: www.MoneywiseGuys.com facebook: Moneywise_Wealth_Management instagram: MoneywiseWealthManagement Guests: Shannon Lowther, CFA, ASA, ABV Managing Partner of Central Pacific Valuation & Kevin Lowther, ASA, ABV, FMVA Partner Central Pacific Valuation website: https://centralpacval.com/ phone: 661-527-9080
2024-10-01
43 min
FinPod
Member Spotlight | Genaro Arredondo
In this episode of CFI Member Spotlight on FinPod, we sit down with Genaro Arredondo who shares his colorful journey navigating a career in finance – starting from his roots in Chile to becoming a Director of Corporate Development at global credit bureau, Equifax. Genaro discusses his experience majoring in accounting at university, navigating early-career roles at top firms like EY and Deloitte, and eventually transitioning into FP&A and corporate development. He also shares his passion for lifelong learning, exemplified by his pursuit of multiple advanced degrees and certifications, including the FMVA and CFA. Tun...
2024-08-29
32 min
FinPod
Careers in Finance | Carolina Lago
In this episode of Careers in Finance on FinPod, we sit down with Carolina Lago, who has extensive experience in financial planning and analysis (FP&A) and corporate finance. Carolina shares her career journey from studying business to becoming a leader in FP&A, emphasizing how the role has evolved from mere financial planning to a strategic focus on guiding companies' futures. She discusses her participation in an IPO, highlighting the invaluable learning opportunity it provided.Carolina is committed to lifelong learning, pursuing certifications like the FMVA, and building Tactic, where she develops corporate training programs for...
2024-08-20
34 min
FinPod
Member Spotlight | David Hyland
In this episode of CFI Member Spotlight on FinPod, we sit down with David Hyland, a finance leader with a background in establishing processes, systems, and controls for management teams of tech startups.David shares his career journey from traditional accounting to leading finance functions in startups like Air Garage, a company revolutionizing the parking industry with a full-stack software management service. David highlights his experiences in building finance functions from scratch, emphasizing the importance of being able to adapt and excel in diverse industries. He also shares his continuous learning journey through CFI's F...
2024-08-06
11 min
FinPod
Member Spotlight | Mateus Hamdan Alvim
In this episode of the CFI Member Spotlight podcast, we feature Mateus Hamdan, an accomplished project controller at Field Aviation. Mateus shares his journey from Brazil to Canada, discussing his experience across a range of industries such as mining, education, shipbuilding, and aviation. He furthered his career by earning the FMVA certification from CFI, which equipped him with advanced financial modeling and valuation skills. This certification played a crucial role in progressing his career, allowing him to secure roles in shipbuilding and aviation industries. Mateus also shares valuable advice fo...
2024-07-23
17 min
FinPod
Member Spotlight | Onyedika Nwoj
In this episode, we welcome Onyedika Nwoji, who has completed two CFI certifications. Onyedika shares his journey from working as a monitoring and evaluation analyst at an NGO to becoming a skilled data analyst. He discusses his decision to focus on upskilling with CFI and the valuable knowledge he gained from the FMVA and BIDA programs. Onyedika explains how the courses enhanced his Excel skills and introduced him to key data analytics concepts like Power Query, Power Pivot, Power BI, and Tableau. He also discusses his current role as a...
2024-07-09
12 min
Cannabis Truth
CT 272 Caleb Tice
I have a fabulous guest named Caleb Tice, everybody on social media knows him as GNARFather… He’s CEO at Arizona Cannabis Consultants and Founder at GNAR-AF, you know what I mean, and CEO of CTAG Cannabis. Caleb is an experienced leader and as Senior Analyst, he demonstrates a history of success in the cannabis industry. He is skilled in multi-location Operations Management, Compliance, which is my secret love, and critical thinking training in adult education, academic advising, curriculum development, with strong business development. A professional with an MBA from the University of Phoenix and then FMVA certification from Corporate Fina...
2024-07-01
1h 24
FinPod
Careers in Finance | Landon Cortenbach
In this episode of FinPod, join us for a conversation with CFI FMVA holder Landon Cortenbach as he shares his professional journey from aspiring sports agent to experienced CFO.Landon's career trajectory spans from public accounting to pivotal roles at renowned companies like Beats by Dre and Magic Leap. He discusses the crucial skills that contributed to his success, his problem-solving approach, and how he navigates the evolving landscape of business intelligence and AI in finance. Don't miss this episode, packed with valuable insights and practical advice for aspiring finance leaders, including t...
2024-06-27
26 min
Step Inside A Full Audiobook That Is Simply Breakthrough.
Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst by Philip Martin McCaulay
Please visithttps://thebookvoice.com/podcasts/2/audible/40664to listen full audiobooks. Title: Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst Author: Philip Martin McCaulay Narrator: Virtual Voice Format: mp3 Length: 4 hrs and 42 mins Release date: 06-21-24 Ratings: Not rated yet Genres: Corporate & Public Finance Publisher's Summary:
2024-06-21
4h 42
Enjoy The Spellbinding Full Audiobook Now, Book-Lovers!
Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst by Philip Martin McCaulay
Please visithttps://thebookvoice.com/podcasts/2/audible/40664to listen full audiobooks. Title: Conquer the FMVA Exam: Your Guide to a Career as a Financial Modeling and Valuation Analyst Author: Philip Martin McCaulay Narrator: Virtual Voice Format: mp3 Length: 4 hrs and 42 mins Release date: 06-21-24 Ratings: Not rated yet Genres: Corporate & Public Finance Publisher's Summary:
2024-06-21
4h 42
FinPod
Member Spotlight | Josh Mclean
In this special episode of the CFI Member Spotlight, host Anna Talerico sits down with finance professional Josh McLean, a Finance Director at Nike and currently participating in their innovative Finance Leadership Rotational Program. Anna explores Josh's high-impact career, including his roles as an author, board member, mentor, startup advisor, and investor. His dedication to lifelong learning and professional development is demonstrated by his incredible achievement of all three levels of the CFA and his FMVA from CFI.Josh shares his inspiring journey from overcoming significant challenges in high school and college to achieving professional...
2024-06-20
47 min
FinPod
What's New at CFI | Dashboard Visualization & Analysis for FP&A
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, to talk about the final components of the FP&A model Duncan's been developing for our FP&A courses. Duncan shares how dashboards and data visualization techniques can transform traditional financial analysis into compelling stories. Learn the importance of effectively presenting data using colorful visualizations and dynamic charts that capture trends, highlight insights, and aid decision-making. Discover how purposeful errors in Excel can help toggle graph features and gain valuable tips on making your models user-friendly and efficient. Tune in for lots o...
2024-05-16
10 min
FinPod
What's New at CFI | Mastering Financial Statement Aggregation and Analysis with CFI
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they discuss financial statement aggregation and analysis. Follow along as Duncan walks us through consolidating financial statements using advanced Excel functions. Discover the significance of breaking down current and deferred taxes, balancing income statements, and mastering cash flow projections. Learn the benefits of monthly modeling for a comprehensive 24-month forecast period and how to effectively aggregate data by quarter and year. Join Duncan and Asim as they explore common modeling challenges while offering insights on building robust models with features like a...
2024-05-14
09 min
FinPod
What's New at CFI | Headcount Forecasting and Analysis: Insights and Techniques
In this episode of FinPod, host Asim Khan is joined by Duncan McKeen, CFA, FMVA, as they delve into the world of headcount forecasting and analysis. This engaging discussion explores essential strategies for forecasting a company's employees and associated costs.Discover how to forecast salaries, bonuses, and benefits while maintaining a comprehensive view of cash flow and income statements. Learn about new Excel features like up and down arrows to quickly spot salary changes and model alerts that enhance model integrity. Duncan shares innovative approaches to employee cost forecasting and the importance of cover pages in communicating...
2024-05-09
04 min
FinPod
What's New at CFI | FP&A Model Design & Revenue Forecasting
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 models with up and down arrows to highlight changes and leverage binary switches for efficient data management. Learn how these techniques contribute to telling the story behind the numbers, helping you make informed financial decisions. Elevate your FP&A revenue forecasting...
2024-05-07
04 min
FinPod
What's New at CFI | Mastering Financial Planning & Analysis: Insights from a CFI Expert
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 Query and how keyboard shortcuts can significantly improve productivity.Duncan and Asim discuss practical tips such as designing models backward, starting with the dashboard, and working in reverse to ensure a seamless flow. Tune in for expert advice on mastering f...
2024-04-29
12 min
Tooways to skin a (CA)t
Interview: Tumelo Makgakga CA(SA), Managing Director of an auditing, tax & advisory firm
An interview with a Chartered Accountant who is the Managing Director of an audit, tax & advisory firm. He has vast Big-4 experience, including a stint in London, England. He is also a certified Financial Modelling and Valuation Analyst (FMVA). Guest: 🟢 Tumelo Makgakga CA(SA) Topic: His career experience, leadership experience, advice for young professionals… as well as his current projects. #interview #youngprofessional #audit #advisory #tooways
2023-08-16
17 min
The Africa Dialogues
The Yango Journey in Zambia with Kabanda Chewe
This episode’s guest is Kabanda Chewe, Country Manager for Yango in Zambia. Kabanda graduated from the Saint Petersburg State University of Economics and holds a Specialist Degree in Finace & Credit. She is a certified Financial Modeling and Valuation Analyst (FMVA) and Project Management Professional (PMP), as well as a member of the World Economic Forum’s Global Shaper Community. She is passionate about tech, Africa and women's issues.During the episode, we spoke about doing business in Zambia, new tech facilitating Africa’s economic leap forward, ways for governments to attract and stimulate innovation and raising the nex...
2022-11-17
39 min
Tooways to skin a (CA)t
Interview: Manka Sebastian CFA CAIA FMVA, Portfolio Manager at Sanlam Investments
This is an interview with CFA and Junior Portfolio Manager at Sanlam Investments with a focus on listed property investment Guest: Manka Sebastian CFA CAIA FMVA Topic: Her career journey, the investment industry, the listed property industry… as well as her current projects. #interview #youngprofessional #tooways #cfa #caia #fmva #sanlam
2022-06-08
33 min
Podcast Berani Berinvestasi
#48 - "Kenapa Saham Big Banks Cenderung Terkoreksi Belakangan Ini"
Walaupun asing masih mencatatkan net buy dan paling banyak masuk ke sektor finansial di sepanjang bulan Maret lalu, namun saham-saham Big Banks seperti BBCA, BBRI, BBNI, dan BMRI mengalami pergerakan yang cenderung stagnan dan terkoreksi di awal bulan April sampai dengan tanggal 18 April 2022 ini. Apa sih penyebabnya? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #48 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia! Capai bebas finansial kamu...
2022-04-21
11 min
Podcast Berani Berinvestasi
#47 - "Strategi Apa untuk Menyambut Re-Opening Ekonomi dan Lebaran?"
Melihat jumlah kasus harian Covid-19 di Indonesia yang mencapai puncaknya pada bulan Februari 2022 lalu dan mulai jauh menurun di bulan April ini, menunjukkan adanya potensi semakin besarnya re-opening ekonomi ke depannya. Hal ini ditambah dengan faktor kenaikan harga komoditas serta faktor memasuki bulan Ramadhan yang berpotensi untuk meningkatkan daya beli dan demand. Lantas strategi apa yang dapat dilakukan oleh investor dalam menyambut re-opening ekonomi tersebut? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya...
2022-04-06
11 min
Podcast Berani Berinvestasi
#46 - "Apa Efek Lanjutan Dari Kenaikan Harga-Harga Komoditas?"
Konflik invasi Rusia-Ukraina sejak bulan Februari lalu menimbulkan dampak beragam yang dirasakan secara global. Salah satunya adalah meningkatnya harga sejumlah komoditas di tingkat global. Kenaikan harga tersebut, juga berimbas pada saham yang berhubungan dengan komoditas di Indonesia. Walaupun saat ini sudah mulai menurun, namun apakah ada efek lanjutan dari kenaikan harga-harga komoditas tersebut? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #46 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia!
2022-03-23
11 min
Podcast Berani Berinvestasi
#45 - "Faktor Apa Saja Yang Dapat Pengaruhi Market Selain Konflik Rusia-Ukraina?"
Belakangan ini topik yang masih hangat diperbincangkan ialah konflik Rusia-Ukraina. Konflik tersebut menyebabkan kenaikan dari harga-harga komoditas yang akan berpengaruh dengan saham yang berhubungan dengan komoditas. Namun, apakah hanya faktor konflik Rusia-Ukraina saja yang dapat mempengaruhi market? Ataukah ada faktor-faktor lainnya? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #45 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia! Makin...
2022-03-09
11 min
Podcast Berani Berinvestasi
#44 - "Jika Terjadi Invasi Rusia dan Ukraina, Saham Apa yang Harus Diperhatikan?"
Belakangan ini topik yang sedang ramai diperbincangkan adalah masalah invasi Rusia-Ukraina. Invasi merupakan aktivitas memasuki wilayah Negara lain dengan mengerahkan angkatan bersenjata, dengan tujuan untuk menyerang atau menguasai Negara tersebut. Jika terjadi, hal ini dapat menimbulkan peperangan antar negara. Lalu apakah invasi dapat mempengaruhi market? Saham apa saja yang harus diperhatikan? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP, Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA, Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #44 di Spotify dan Youtube CGS-CIMB Sekuritas Indonesia! ...
2022-02-25
12 min
Podcast Berani Berinvestasi
#42 - "Kenaikan Giro Wajib Minimum (GWM), Bagaimana Dampaknya Pada Sektor Perbankan?"
Bank Indonesia mengumumkan rencana melakukan tapering pada tanggal 1 Maret 2022 dengan menaikkan Giro Wajib Minimum (GWM) untuk perbankan. Lantas bagaimana dampaknya terhadap saham-saham perbankan? Apakah hal ini dapat mempengaruhi pemberian kredit oleh Bank dan pengurangan Net Interest Margin mereka? Penasaran sama obrolan lengkapnya? Bareng Fanny Suherman, CFP selaku Head of Retail Research CGS-CIMB Sekuritas Indonesia dan Aditya Perdana, FMVA selaku Retail Research Analyst CGS-CIMB Sekuritas Indonesia, yuk cari tahu info selengkapnya dengan dengarkan Podcast Berani Berinvestasi #42 hanya di Spotify CGS-CIMB Sekuritas Indonesia! Capai bebas finansial kamu dengan hubungi kami di 021 - 2996 1800 untuk informasi paling...
2022-01-26
13 min
#GetRealWoke Podcast
From Wall St. 2 Main St. #SituationSaturday
From Wall St. 2. Main St. Fredrick shares with the community how it is that he and his Wall St. colleagues are shifting the paradigm of capital access by bringing angel investors, venture capital firms, private equity firms, mentorship, and relationship access for businesses in disenfranchised communities of color. He shares what's going down at great programs, incubators, and accelerators such as The Northwestern Mutual Black Founder Accelerator, Gener8tor, and Defy Ventures. No matter what stage of the business lifecycle you are at, there are FREE programs available to get you where you want to be. If you own...
2021-10-03
32 min
#GetRealWoke Podcast
Retail Investing Pt .13 (Investing Experience)
Retail Investing Pt .13 - Investing Experience. In this episode, Fredrick continues his discussion on the Investment Risk Profile. Today he discusses the importance of Investing Experience and why it is that no matter how many books you read or degrees you have, you cannot read experience! If you have ever thought about investing and are afraid, this episode is for you! As always, the financial education here is FREE!!! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/ ...
2021-10-02
26 min
#GetRealWoke Podcast
Omi In A Hellcat Indictment Facts + Anthony Brian Logan (ABL) & Tasha K Critique #SituationSaturday
@OMI IN A HELLCAT Indictment Facts + @Anthony Brian Logan (ABL) & @UNWINEWITHTASHAK (Tasha K) Critique. Fredrick discusses the recent arrest and fraud indictment of Omar Carrasquillo (Omi In A Hellcat) relating to gears tv reloaded and tax fraud. He breaks down the case and provides factual knowledge from experience. Fredrick also provides opinionated insight on what is to come in this case and why others will likely be indicted soon. Finally, Fredrick provides his thoughts and critique on the Anthony Brian Logan (ABL) opinion of this case. This is a lesson in how th...
2021-09-26
1h 05
#GetRealWoke Podcast
Retail Investing Pt.12 (Financial Knowledge) #ForTheFree Friday
Retail Investing Pt.12 - Financial Knowledge. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick breaks down Financial Knowledge, what it means, why you need it and what the risks are of not having it. If you're trying to grow your income and assets, this financial literacy episode is for you! As always, the financial education here is FREE!!! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com FINRA Financial Literacy Tests: https://www.usfinancialcapability.org/quizzes.php Investing For Success - Investing Tips...
2021-09-25
35 min
#GetRealWoke Podcast
PPP Loan Update #SituationSaturday
PPP Loan Update. Fredrick provides an update to the PPP Loan situation unfolding currently. He discusses what is happening currently and what is to come in the near future. Additionally, Fredrick discusses the U.S. Sentencing guidelines and what can be expected if you have to face a federal judge. Finally, Fredrick discusses options for those who have engaged in PPP Loan Fraud and are looking for possible solutions to rectify the mistake made and either A. Stay out of jail or B. Significantly reduce the amount of time that will need to be done. If you did anything...
2021-09-19
45 min
#GetRealWoke Podcast
Retail Investing Pt.11 (Risk Preference) #ForTheFree Friday
Retail Investing Pt. 11 - Risk Preference. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick breaks down Risk Preference and gives examples of how that plays out in real life, as well, Fredrick touches briefly on behavioral finance, answering the question: What is behavioral finance and defines volatility. He also discusses Certificate of Deposit (CD) and U.S. Treasury Bonds. Finally, Fredrick shares the story of Long Term Capital Management (LTCM) as a cautionary tale. As always, this financial education and the financial literacy resources provided are free of...
2021-09-18
32 min
#GetRealWoke Podcast
President Biden & The Vaccination Executive Order #SituationSaturday
President Biden & The Vaccination Executive Order. Fredrick discusses the latest executive order issued by President Joe Biden requiring a covid vaccine mandate for all companies with 100 or more employees. Fredrick exams the potential challenges that are apparent with this executive order and what it could mean for the corporate culture, mental readiness, and, overall, qualitative continuity of these companies. Fredrick also discusses potential legal challenges and blowback of the executive order issued by President Biden forcing vaccine mandates on private companies. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com . . Become...
2021-09-12
29 min
#GetRealWoke Podcast
Retail Investing Pt.10 (Risk Tolerance) #ForTheFree Friday
Retail Investing Pt.10 - Risk Tolerance. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. In this episode, Fredrick discusses Risk Tolerance, Risk Aversion, and how to determine your risk appetite on the Risk Tolerance scale using a Revealed Preference Test logic tree so you can better conduct a risk assessment on yourself. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/ . .
2021-09-11
21 min
#GetRealWoke Podcast
Pandemic Unemployment Assistance (PUA) Update #SituationSaturday
Pandemic Unemployment Assistance (PUA) Update. Fredrick provides an update on the PUA situation. He reminds everyone that federal PUA benefits expire on September 5th 2021 and shares his opinion on what this will mean for the community when taken in conjunction with the recent overturn of the rent moratorium extension issued by the CDC. Finally, Fredrick offers his assistance to anyone in the community who needs it and provides ways to get in contact with him. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com . . Become a #RealWoke LiveChat Member to participate...
2021-09-11
18 min
#GetRealWoke Podcast
Retail Investing Pt.9 #ForTheFree Friday
Retail Investing Pt. 9 - Risk Capacity. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. Today he discusses Risk Capacity and defines what that is. He describes how Risk Capacity is evaluated using Total Investable assets relative to net worth and The amount of outside assets or income available to cover future or unexpected as examples to help determine a person's risk appetite. He also touches on why it is important not to take unnecessary risks. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing...
2021-09-04
17 min
#GetRealWoke Podcast
U.S. Supreme Court Overturns Rent Moratoriums #SituationSaturday
U.S. Supreme Court Overturns Rent Moratoriums. Fredrick discusses the ruling by the U.S. Supreme Court to overturn the Rent Moratorium extension that was recently put in place by the CDC and how that will affect our community. He also provides potential solutions for our community and offers his personal help and assistance to anyone in our community that needs it! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com Emergency Rental Assistance Program (ERAP) New York State: https://drive.google.com/drive/folders/1N1JUwmJ26OpKLHlCrASIurE5owEwYd_J?usp=sharing ...
2021-08-29
27 min
#GetRealWoke Podcast
Retail Investing Pt. 8 #ForTheFree Friday
Retail Investing Pt. 8 - Need For Liquidity. Fredrick continues his Retail Investing series and dives deeper into structuring an Investment Risk Profile. Today he discusses the Need For Liquidity, defining what Capital Accumulation Phase and Capital Distribution Phase; he uses examples to break help the community understand them clearly! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/ . . Become a #RealWoke LiveChat Member to participate in...
2021-08-28
14 min
#GetRealWoke Podcast
Retail Investing Pt. 7 #ForTheFree Friday
Retail Investing Pt.7... Fredrick continues his retail investing series; today dives deeper into creating an investment risk profile. He begins the discussion surrounding risk taking ability and covers topics such as: time horizon, goal time horizon, and how those things relate to a practical environment. If you are trying to learn more about personal finance and money management, this podcast series is for you! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For Success - Investing Tips For The Everyday Person - Fredrick D. Scott, FMVA: https://fredrickdscott.com/product/investing-for-success/
2021-08-21
20 min
#GetRealWoke Podcast
The Next $1,000 #L2E Cash Giveaway (08/21/2021)
The Next $1,000 #L2E Cash Giveaway (08/21/2021). Fredrick is giving away another $1,000 this Saturday, 08/21/2021, at 7pm EST live on the #GetRealWoke Podcast. If you want to be eligible to participate, click the "Join" button if you are on an Android phone and if you are on an iPhone, click the link in this description or pinned to the comments to join the #RealWoke LiveChat Community! #Learn2Earn Cash Giveaway! #GetRealWoke #Learn2Earn #RealWokeCommunity https://fredrickdscott.com . . Become a #RealWoke LiveChat Member to participate in the #Learn2Earn Cash Giveaway, gain access...
2021-08-21
01 min
#GetRealWoke Podcast
Alternative Banking Issues #SituationSaturday
Alternative Banking Issues. Fredrick discusses the issues surrounding trying to use non-bank financial institutions such as Cash App, NetSpend, Greendot etc... to provide baseline banking needs. He discusses why some choose to do this and provides an overview of what chex systems is and how to get a chexsystems report. Finally, Fredrick looks at the fee structures and limitations from a quantitative and qualitative standpoint and shows why attempting to use these types of financial companies as an alternative checking account isn't a good idea. #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com Chex...
2021-08-21
31 min
#GetRealWoke Podcast
Retail Investing Pt.6 #ForTheFree Friday (Jay Morrison, Tulsa Real Estate Fund)
Retail Investing Pt.6. - If you lost all of the money you invested into a stock, bond or real estate fund, how would you feel? Fredrick continues his discussion on Investment Risk Profiling as a part of his Retail Investing Series. Today he discusses the consequence of failure where he breaks down risk consequence, goal consequence, and method adjustments. Fredrick also uses Jay Morrison and the Tulsa Real Estate Fund as a case study on why risk assessment is so important for investors! #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com Investing For...
2021-08-14
23 min
#GetRealWoke Podcast
#Q&A Sunday Interview - Mfoniso Ekong (gener8tor accelerator - social impact)
#Q&A Sunday Interview - Mfoniso Ekong. Fredrick interviews Mfoniso Ekong, Director of Social Impact at Gener8tor. They discuss, among other things, what an accelerator program is, how it helps businesses, how businesses can get involved in an accelerator, and the work that is being done by the Gener8tor accelerator to move the needle on diversity, equity, and inclusion (DEI) with their social impact investing model. If you are thinking of starting a business, have business ideas, or have recently launched a business, especially if you are a member of our community, Mfoniso and Gener8tor...
2021-08-09
34 min
#GetRealWoke Podcast
Shaun King And Privacy Violations #SituationSaturday
Shaun King And Privacy Violations. Does the definition of Civil Rights or Social Activist include the word poverty? Fredrick discusses the recent issue that has transpired with Shaun King (a leader in social activism) and his family. He breaks down a key point regarding the work of social and civil rights activism. Fredrick then provides tips on how to protect yourself and your gains as a public figure by using corporate structures as a means to shield your assets from the average person. Finally, Fredrick examines the mindset of the African American community, in general, a draws poignant conclusions...
2021-08-08
43 min
#GetRealWoke Podcast
Retail Investing Pt. 5 #ForTheFree Friday
Retail Investing Pt. 5 Is the annualized targeted Rate of Return (ROR) you've chosen realistic? Fredrick continues his discussion on Investment Risk Profiling as a part of his Retail Investing Series. Today he discusses the market risk environment, defining what a benchmark is and how benchmarking is done, and what the five asset classes are. He then moves into a discussion on Interest Rate and Inflation, he defines GDP and covers the Fed Rate, Inflation Rate, Quantitative Easing, and Inflation-Adjusted Return. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity --- Support this podcast: https://anchor.fm/getrealwoke/support
2021-08-08
50 min
#GetRealWoke Podcast
Increasing Credit Card Financial Reviews! #SituationSaturday
Increasing Credit Card Financial Reviews! Fredrick discusses the increase in financial reviews and requests for 4506 T by credit card companies and financial institutions as a part of their financial risk management processes. He discusses how that will potentially affect you. If you secured a Credit Card during the pandemic, especially if the basis of your income was Pandemic Unemployment Assistance, Stimulus Checks, PPP Loans and/or EIDL, this Podcast episode is for you! #GetRealWoke #ForTheFree #SituationSaturday #RealWokeCommunity https://fredrickdscott.com --- Support this podcast: https://anchor.fm/getrealwoke/support
2021-08-01
21 min
#GetRealWoke Podcast
Retail Investing Pt. 4 #ForTheFree Friday
Retail Investing Pt. 4. Fredrick continues his Retail Investing series and begins the discussion on Investment Risk Profiling. Today's topic covers the first step in the process which is determining your required Rate Of Return (ROR). Fredrick breaks down the Goal of Investing, Risk vs. Reward and the difference between Return on Investment (ROI) and Rate of Return (ROR) focusing on the Compounded Annual Growth Rate (CAGR) methodology. Fredrick shares the ROI Formula and the CAGR Calculation all to help you begin to develop financial risk management skills. #GetRealWoke #ForTheFree #ForTheFree Friday #RealWokeCommunity https://fredrickdscott.com --- Support...
2021-08-01
30 min