Archives: Resources

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…

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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…

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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…

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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…

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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…

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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…

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CFI Launches New Risk Management Specialization

December 20, 2024 — Corporate Finance Institute (CFI), the #1 rated online provider of finance and banking training and productivity tools, is excited to announce the launch of its Risk Management Specialization. This specialization is designed to equip professionals with practical skills to identify, evaluate, measure, and address financial, operational, and regulatory risks effectively. The…

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Top 10 Financial Models

Not sure which financial models you should prioritize? This interactive infographic is your go-to resource. Learn the top 10 financial models used in finance, including DCF, LBO, M&A – and so many more. Start clicking through to discover the purpose, application, and key benefits of each of these top 10 models to get a stronger…

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How to Earn Your CPE Credits While Working Full-Time (Yes, It’s Possible!)

Achieving Balance: Earning CPE Credits Without Adding Stress Balancing a full-time job with earning CPE credits can feel overwhelming. Between tight deadlines, back-to-back meetings, and personal commitments, it might seem impossible to squeeze in Continuing Professional Education. But with the right strategies — and a little creativity — it’s easier than you think. This guide…

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