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Jeff Schmidt, CFA, FMVA, FPAP reposted thisJeff Schmidt, CFA, FMVA, FPAP reposted thisClaude in Excel just built me a perfect financial model. Fully linked, balancing balance sheet, all formulas, in 10 minutes. I started but uploading a blank Corporate Finance Institute® (CFI) excel template. It only contained assumptions and drivers for the 5 year forecast. Claude built from scratch: - Income Statement - Balance Sheet - Cash Flow Statement - Supporting Schedules All dynamic with formulas. I then checked it against our completed financial model from our CFI course. The result.... 100%!
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Jeff Schmidt, CFA, FMVA, FPAP shared thisThis is an amazing program and has taught me so much! Helen Wale MA, PCC, CPHR is a rock star!Jeff Schmidt, CFA, FMVA, FPAP shared thisAre you aspiring to a more senior position or in search of targeted leadership skills training? 👀 Introducing the highly anticipated Leadership Effectiveness Certificate Program! Lead by VP of Leadership Skills, Helen Wale MA, PCC, CPHR, this program will build essential skills to advance your career. Its curated learning path focuses on personal skills and best practices to develop you as a leader and teach you to effectively manage and develop others. We're super excited to share this news with you all! To learn more about the program 👉 https://loom.ly/HNiUkgE #CFI #CorporateFinanceInstitute #NewRelease #Leadership #LeadershipDevelopment #TeamBuilding #OnlineLearning
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Jeff Schmidt, CFA, FMVA, FPAP shared thisAI and ChatGPT are hot topics but there are plenty of other tools in Microsoft that use a form of AI to efficiently perform tasks. One of the most overlooked features is a quick way to import data into Excel from a PICTURE. Yes, you read that correctly... a picture! Excel rock start Duncan McKeen, CFA, FMVA shows you how to do exactly that!Jeff Schmidt, CFA, FMVA, FPAP shared thisAI technologies are boosting productivity like we've never seen before, from workflow management solutions to trend forecasts. We're excited to launch our new AI in Finance series - offering you quick and practical AI tips and tricks for finance professionals 🤖 About today's episode: Duncan McKeen, CFA, FMVA, Executive of VP of Financial Modeling at CFI, walks you through how to use AI to extract text from screenshot of financial data and format it into Excel. The best part? This AI tool is already built into Microsoft Excel 👀 Enjoy! #CFI #AIinFinance #finance #artificialintelligence #technology #ai #Excel #exceltips
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Jeff Schmidt, CFA, FMVA, FPAP shared thisI'm absolutely floored by this testimonial by Daniel! And even better, he's a fellow Aggie! 😀Jeff Schmidt, CFA, FMVA, FPAP shared thisWe're so grateful for our community and being a part of their learning and/or career journeys. You might ask yourself: what makes learning with CFI so special? Meet Daniel Creager: A fellow CFI FMVA, BIDA, FPWM & CMSA Alum We had the pleasure of hearing why Daniel chose to learn with CFI, what skills he's learned, and how it's helped him in his studies and career. "I truly think that [CFI] is going to set you up [for] so much success," says Daniel. Thank you Daniel for sharing your story with us! What makes CFI special to you? Let us know in the comments below 👇 If you've been considering learning with CFI, there's no better time than the present. Link in comments to get 40% off your membership. #CFI #CFILearnerStories #Testimonial #Finance #OnlineLearning
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Jeff Schmidt, CFA, FMVA, FPAP shared thisThis is an excellent opportunity to get Corporate Finance Institute® (CFI)'s world-class online training but also participate in live sessions held by Chief Content Officer Scott Powell and myself!Jeff Schmidt, CFA, FMVA, FPAP shared this"August slipped away into a moment in time" 🎵 With interview season right around the corner and the final push towards your year end goals, take the initiative to build new or refine existing skills and deepen your expertise is what puts you ahead—and we want to make it easy for you. If you've been thinking about learning with CFI, there's no better time to get your membership, see below for a few reasons why 😉 Link in comments to get 40% off your CFI Membership - only until August 18th at 11:59pm PT! #CFI #CorporateFinanceInstitute #OnlineLearning #Finance #InvestmentBanking #CommercialBanking #BusinessIntelligence #LearningandDevelopment
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Jeff Schmidt, CFA, FMVA, FPAP posted thisAs always, Kyle Peterdy, MBA, CBCA® delivers the goods... and the proper way to think about training! https://lnkd.in/g8BzXWt5
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Jeff Schmidt, CFA, FMVA, FPAP shared thisJeff Schmidt, CFA, FMVA, FPAP shared thisHaving dedicated my career to financial education at giants such as Bank of America Merrill Lynch, Credit Suisse, Deutsche Bank, and HSBC, I’ve seen firsthand the persistent challenges in traditional training methods, especially in preparing new analysts. The speed, effectiveness, and cost of training are often obstacles that organizations struggle to overcome. I’d like to share a glimpse into how we are revolutionizing New Analyst Training in the financial services sector. I am thrilled that CFI is at the forefront of this transformation. 𝐖𝐡𝐲 𝐍𝐞𝐰 𝐀𝐧𝐚𝐥𝐲𝐬𝐭 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠 𝐌𝐚𝐭𝐭𝐞𝐫𝐬: - 𝐀𝐜𝐜𝐞𝐥𝐞𝐫𝐚𝐭𝐞𝐝 𝐎𝐧𝐛𝐨𝐚𝐫𝐝𝐢𝐧𝐠: Intensive training ensures new analysts are productive and role-ready swiftly. - 𝐁𝐫𝐢𝐝𝐠𝐢𝐧𝐠 𝐭𝐡𝐞 𝐀𝐜𝐚𝐝𝐞𝐦𝐢𝐜-𝐏𝐫𝐨𝐟𝐞𝐬𝐬𝐢𝐨𝐧𝐚𝐥 𝐆𝐚𝐩: Training makes the transition smoother by imparting practical skills relevant to their roles. - 𝐄𝐬𝐭𝐚𝐛𝐥𝐢𝐬𝐡𝐢𝐧𝐠 𝐁𝐚𝐬𝐞𝐥𝐢𝐧𝐞 𝐒𝐤𝐢𝐥𝐥𝐬𝐞𝐭𝐬: Standardized training across the organization enhances collaboration and operational efficiency. 𝐓𝐡𝐞 𝐒𝐡𝐢𝐟𝐭 𝐟𝐫𝐨𝐦 𝐓𝐫𝐚𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐥𝐚𝐬𝐬𝐫𝐨𝐨𝐦 𝐓𝐫𝐚𝐢𝐧𝐢𝐧𝐠: Traditional multi-week, centralized classroom training has its merits but comes with challenges like high costs, a one-size-fits-all approach, and information overload, leading to poor knowledge retention. This prompted us to rethink our approach. 𝐂𝐅𝐈’𝐬 𝐈𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐯𝐞 𝐀𝐩𝐩𝐫𝐨𝐚𝐜𝐡: We’ve leveraged online learning to overcome these challenges, offering: 1️⃣ 𝐀𝐬𝐲𝐧𝐜𝐡𝐫𝐨𝐧𝐨𝐮𝐬 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐟𝐨𝐫 𝐄𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞𝐧𝐞𝐬𝐬: Allowing learners to progress at their own pace, catering to different and varying skill levels. 2️⃣ 𝐂𝐮𝐬𝐭𝐨𝐦𝐢𝐳𝐞𝐝 𝐋𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐏𝐚𝐭𝐡𝐬: Aligning training content with specific roles, ensuring maximum relevance and effectiveness. 3️⃣ 𝐂𝐨𝐬𝐭-𝐞𝐟𝐟𝐞𝐜𝐭𝐢𝐯𝐞 𝐒𝐨𝐥𝐮𝐭𝐢𝐨𝐧: Enabling world-class training without the hefty expenses associated with traditional methods. 4️⃣ 𝐑𝐞𝐚𝐥-𝐭𝐢𝐦𝐞 𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐌𝐨𝐧𝐢𝐭𝐨𝐫𝐢𝐧𝐠: Ensuring optimal learning outcomes through ongoing assessments. We’re proud that CFI’s program not only draws inspiration from global investment banks but surpasses them by offering flexibility, customization, real-time feedback, and cost-effective solutions. You can check out my blog post for more details: https://lnkd.in/g8nwRYhi #education #share #training
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Jeff Schmidt, CFA, FMVA, FPAP shared thisAnother excellent breakdown of something many investors find to be an opaque strategy. Definitely worth the watch if you want to know more about hedge funds.Jeff Schmidt, CFA, FMVA, FPAP shared thisWe're excited to launch Episode 1 of CFI Deeper Dive! 🎥 Today we talk about what hedge funds are, how they're structured, and various trading strategies they deploy to generate profit. Quick recap 🧐 • Hedge funds are a type of investment fund that pools money from multiple investors to invest in a variety of assets, such as stocks, bonds, and real estate • These funds are usually structured as flow-through or pass-through legal entities to avoid double taxation • Some common hedge fund trading strategies include long/short equity, market neutral, event-driven, and global macro If you're interested in learning more about the mechanics of hedge funds, the various stakeholders involved, how fees are calculated and more, make sure to check out our course called Hedge Fund Fundamentals 👉 https://loom.ly/myPWyig #CFIDeeperDive #DeeperDive #CFI #markettrends #financialmarkets #hedgefunds #investing #trading #finance
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Jeff Schmidt, CFA, FMVA, FPAP shared thisProud to be a part of CFI's partnership with ALX. Come join our fireside chat about the changing digital landscape and how Africa is leading the way in nurturing young talent. Register here: https://lnkd.in/gX62aXjb
Jeff Schmidt, CFA, FMVA, FPAP commented on a post
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Congratulations Majed Idelbi!!
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisOil is doing the work your sensitivity table should have. Most forecasts stop at the first-order effect: input costs up, margins down. It's the easy answer, and it's almost never the full one. The harder skill is modeling what happens next, and it's the one that earns trust in a review. 👉 Swipe through the guide on modeling the full cascade. Bring it into your next forecast or scenario analysis. 💬 When input costs jump 15%, which line in your forecast moves second? #FPandA #FinancialModeling #CorporateFinance #ScenarioAnalysis
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisMost people choose between a Financial Analyst and an Investment Banker career path based on prestige or pay. These deciding factors don’t tell you which role fits your strengths or how you’ll actually use your skills. The difference comes down to how your time is spent and how your analysis is used: 🔹 Financial Analysts support internal decisions. You’re working with the business over time, building forecasts, explaining performance, and helping leadership plan what comes next. 🔹 Investment Bankers work on transactions. The analysis is tied to deals, valuation, and execution, with tight timelines and high external pressure. Same technical foundation, different application. If you’re deciding between the two, the better question is: Do you want to own the ongoing story of a business, or contribute to high-stakes moments that change it? 📘 For a full breakdown of responsibilities, skills, compensation, and career paths, read the guide here: https://cfi.to/un6aq #CFI #FinanceCareers #FMVA #FPAP
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisThe challenge is not training one analyst. It is getting the entire team to operate at the same standard. In this video, Umair Murthasa, Senior Director of FP&A at AZAQ Group, shares how their team expanded CFI training from 7 to 39 team members. The difference shows up in the details. How Excel is used, how reports are formatted, and how quickly analysts can deliver work others can review and trust. 💬 Have you seen a difference in output across teams with standardized training? Teams that build consistent models and clear analysis standardize how the work gets done, and we help teams put that structure in place. 👉 Learn more about CFI Teams here: https://cfi.to/un6aA #CorporateFinance #CFI #FMVA
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisWe’ve officially reached 3M+ learners worldwide! 🎉 This milestone reflects the time, effort, and commitment you’ve put into developing your skills and applying them in your work throughout your career. We’re proud to be part of your learning journey and grateful for the community that continues to grow with us! Thank you. #CFI #CorporateFinance #ProfessionalGrowth
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisFinance teams don’t get evaluated on the model, they get evaluated on the decisions it supports. That means your work needs to hold up when assumptions change, results shift, and leadership asks why. CFI training focuses on the work behind those expectations: 🔹 Building and structuring three-statement models with clear, traceable assumptions 🔹 Running scenario and sensitivity analysis to test key drivers 🔹 Analyzing performance across revenue, costs, and margins 🔹 Updating forecasts and communicating what changed and why If your analysis can’t be explained, updated, and defended, it doesn’t support decisions. Build the skills finance teams expect in real forecasting and analysis workflows. 🔗 Save 30% on all CFI memberships, ends Thursday: https://cfi.to/un6aH #FMVA #CorporateFinance #CFI
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisWhen I started out in finance, I was convinced the job was the model. Get the model right, get ahead. Simple. Took me a few years to realise the model was just the entry ticket. The real job was the analysis behind it. Then later (and this one took longer) I figured out the real job was actually the conversation. Knowing what to say, to who, and when. By the time I hit 15 years in, I understood it differently again. The job is the judgement call. The one nobody else in the room wants to own. And that only works if the foundations are there. Valuation. Excel modelling. Accounting, Proper financial analysis. Without that, it’s just opinions dressed up as insight. Here's what's nagging at me about AI: it's eating years 1 through 3 alive. The model, the first-cut analysis, the initial draft is all getting done faster than ever. Which sounds great, until you realise those "boring" early years were actually where most of the judgement got built. I don't think the answer is to avoid AI. But I do think the analysts who come out ahead will be the ones who find ways to still get those reps in, and not the ones who just let the tools do it. Anyway....curious what others are seeing on the ground. Is AI actually fast-tracking careers, or just fast-tracking the shallow end? Image credit: ChatGPT using the just-released updated image generation using 2 short prompts 🤔 #FinanceCareers #ArtificialIntelligence #CorporateFinance #CFI #FMVA
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Jeff Schmidt, CFA, FMVA, FPAP liked thisJeff Schmidt, CFA, FMVA, FPAP liked thisCorporate Finance Institute has been selected by the Higher Learning Commission (HLC) as an Endorsed Credential Provider, one of four organizations chosen for HLC's inaugural cohort. HLC is one of the most respected accrediting bodies in the United States, overseeing approximately 1,000 colleges and universities. Their endorsement recognizes providers whose programs meet rigorous quality and real-world workforce-relevance standards. For CFI learners, this adds independent validation behind every certification earned. When you present a CFI credential to an employer or hiring manager, it now conveys that the training meets a recognized standard. In a market with a growing number of short-term credential options, that distinction matters. Learn more about what the HLC endorsement means for your CFI training here: https://cfi.to/unSsS #HLC #CFI #CorporateFinance
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Jeff Schmidt, CFA, FMVA, FPAP liked thisThis is exactly the kind of growth we get excited about seeing in our learners! Applying what they’ve built in training, building stronger analysis over time, and growing more confident in their roles. In Majed’s case, you can clearly see his career progression after completing the FMVA. It’s in how he approaches client work, contributes to decisions, and handles day-to-day analysis. Thank you for sharing your story with us, Majed Idelbi! #FMVA #CFI #FinanceTrainingJeff Schmidt, CFA, FMVA, FPAP liked thisقبل كم سنة في ال ٢٠٢٠، قررت أستثمر في نفسي بشهادة ال Finacial Modeling & Valuation Analyst من Corporate Finance Institute® (CFI)… بدون ما أكون عارف بالزبط شو العائد. اليوم الصورة صارت أوضح بكثير. ما كان الموضوع شهادة أعلقها على الحائط، كان بناء طريقة تفكير جديدة بالكامل. تعلمت كيف أقرأ الأرقام مش كأرقام فقط… بل كقرارات. كيف أربط بين التفاصيل الصغيرة والصورة الكبيرة. وكيف أساعد أصحاب الأعمال يشوفوا شركاتهم بوضوح أكبر. العائد ما كان لحظي… كان تراكمي. كل عميل، كل جلسة، كل قرار… كان جزء من عائد هذا الاستثمار. واللي استثمرته وقتها كان ممكن يعتبر “مبلغ بسيط” بس محتاج وقت وجهد كبير، لكن العائد اليوم يقاس بفرص، علاقات، وتأثير حقيقي. لهيك دائما بحكي.. الاستثمار في نفسك هو الاستثمار الوحيد اللي ما عليه مخاطرة حقيقية… إذا التزمت فيه وتم توجيهه بشكل صحيح. السؤال مش: شو بدك تتعلم؟ السؤال: كيف رح تستخدم اللي تعلمته؟
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