Archives: Resources

How to Choose the Right Career Path in Finance for Your Skills

Choosing a career in finance amounts to more than just selecting a job that seems financially rewarding and secure — it’s about finding a path that aligns with your unique skills, interests, and long-term aspirations. The finance industry offers diverse opportunities, from corporate finance roles that drive business strategy to investment banking positions that shape…

Continue reading

Careers in Finance | Bill Dillmeier

In this episode of Careers in Finance, we have an insightful conversation with Bill Dillmeier, exploring his unique career journey in finance. Bill shares his intentional path into finance, starting from a young age, influenced by his entrepreneurial grandfather. He discusses his educational background, early entrepreneurial ventures, and the pivotal role of mentorship in shaping…

Continue reading

Top 5 Excel CPE Courses to Boost Your Finance Skills

Excel CPE Courses: Build Skills That Make an Immediate Impact Looking to sharpen your Excel skills while earning CPE credits? Excel remains the gold standard for financial professionals. Excel CPE courses give you the practical tools to analyze data, create reports, and drive better decisions. This article provides a curated list of the top Excel…

Continue reading

Why CFI is the Ultimate Solution for CPE Compliance

How CFI Simplifies CPE Compliance for Financial Professionals Balancing CPE compliance with a demanding career can feel overwhelming. From keeping up with work deadlines to choosing the right courses, the process often seems unnecessarily complex. But it doesn’t have to be. This article explores how CFI’s finance-specific courses make CPE compliance easy, efficient, and impactful…

Continue reading

Investment Banking Career Path

The investment banking career path is dynamic and prestigious within the financial services industry, attracting ambitious professionals seeking to work at the intersection of finance, strategy, and corporate growth. These financial professionals are critical in advising companies on complex financial transactions, helping organizations raise capital, and identifying strategic investment opportunities. Below, we’ll explore what investment…

Continue reading

Debunking the Top 5 Myths About Continuing Professional Education in Finance

For finance professionals, Continuing Professional Education (CPE) is an essential part of maintaining certifications and staying competitive. Yet, misconceptions about its complexity, relevance, and accessibility can discourage even experienced professionals from embracing its benefits. The good news? Modern Continuing Professional Education is practical, flexible, and tailored to drive career growth. Here are five of the…

Continue reading

7 Common Mistakes When Pursuing CPE Credits – And How to Avoid Them

Earning CPE credits is essential for maintaining certifications and advancing your finance career, but navigating the process can be tricky. From selecting the wrong courses to procrastinating on deadlines, even seasoned professionals can make missteps that waste valuable time and money. The good news? By recognizing these common mistakes early, you can make the most…

Continue reading

The CPE Hack: How to Maximize Your Learning in Less Time

Smart Strategies to Earn CPE Credits Without the Stress Continuing Professional Education (CPE) is non-negotiable for many finance professionals. Certifications need to stay current, compliance is a must, and lifelong learning keeps you ahead of the curve. But between work deadlines, meetings, and personal responsibilities, finding the time to complete CPE can feel overwhelming. The…

Continue reading
0 search results for ‘