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 modeling and Excel chops after years in senior roles.

Clarke Carter is a CPA and CMA working as a senior accountant in the healthcare industry. He supports budgeting and planning and has deep experience with Adaptive Insights and Excel modeling. Landon Cortenbach is a veteran CFO and finance executive who has scaled startups and worked with Fortune 50 companies. With a background in accounting, operations, and enterprise tech, Landon’s passion is in financial transformation and continuous learning. He’s a CPA, Six Sigma Green Belt, and a big advocate for real-world financial education.

Expect to Learn:

• Why mastering Excel is still foundational in FP&A
• The difference between theory and real-world finance training
• How Power Query can save you hours every week
• What separates effective FP&A teams from the rest
• How to choose between certifications like CFA, FMVA, or FPAC

Here are a few quotes from the episode:

• "Slow and steady wins. Make time daily to learn, and you’ll be amazed where you end up." - Clarke Carter
• "Power BI and Excel together are unstoppable once you know how to use them." - Clarke Carter
• "The moment I understood how three-statement models fit together, everything clicked." - Landon Cortenbach

Clarke and Landon bring practical advice, personal stories, and a lot of perspective. If you’re looking to level up in FP&A or just want to hear from two people who’ve learned through doing, this one’s for you. They share what worked, what didn’t, and what they’d tell anyone trying to move forward in finance.

Corporate Finance Institute:

Master real-world finance skills with CFI’s FMVA program to learn financial modeling, valuations, and strategic insights top finance teams use. Get 30% off any plan and take the next step in your career. Explore now at https://corporatefinanceinstitute.com/pricing-FP&A guy/?utm_source=FP&A guy&utm_medium=organic&utm_campaign=podcast_ads

Follow FP&A Tomorrow:

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Follow Landon:

LinkedIn - https://www.linkedin.com/in/landonjcortenbach/

Follow Clarke:

LinkedIn - https://www.linkedin.com/in/clarke-carter-cpa-cma-47392180/

Follow Paul:

Website - https://www.theFP&Aguy.com

LinkedIn -https://www.linkedin.com/in/thefpandaguy

Earn Your CPE Credit

For CPE credit, please go to earmarkcpe.com, listen to the episode, download the app, answer a few questions, and earn your CPE certification. To earn education credits for the FP&A Certificate, take the quiz on earmark and contact Paul Barnhurst for further details.

In Today’s Episode

[02:18] - Guest Introductions

[06:22] - What Is Great FP&A?

[08:57] - Choosing the CFI Program

[14:20] - Program Impact

[17:19] - Top Skills Learned

[23:42] - Study Advice

[28:07] - Modeling & Excel

[32:16] - Advice about the CFO

[39:13] - Soft Skills for FP&A

[47:17] - Book Recommendation