In this episode of Careers in Finance, we sit down with Ben Murray, known as The SaaS CFO, who shares his unique career journey from customer service in a mutual fund company to becoming a fractional CFO and entrepreneur. Ben discusses his early experiences in finance, the transition from traditional industries like airlines and healthcare…
Why Earning CPE Credits Early Matters for Your Career Starting a career in finance is both exciting and challenging. In such a competitive field, staying adaptable and continuously building your skills can make all the difference. Earning CPE credits early in your career is a practical way to gain expertise, stay current with industry trends,…
In this episode of What’s New at CFI, you have the whole gang: Ryan Spendelow, Duncan McKeen, Jeff Schmidt, and Sebastian Taylor. We all took part in creating this course that deeply resonates with a major reason why people come to CFI: to learn about career paths in finance and banking and the skills required….
Make Every Dollar of Your CPE Budget Count Finance professionals know the value of Continuing Professional Education (CPE). It’s not just about meeting certification requirements — it’s an investment in career growth and staying competitive in a fast-changing field. But with limited budgets and countless options, how can you make the smartest decisions about where…
Stay Relevant with the Right Skills for Today’s Finance Careers Outdated skills can cost you more than time — it can mean missed promotions, added stress, and difficulty adapting to workplace demands. Whether it’s mastering new technologies or keeping up with regulatory changes, finance professionals must continually invest in their expertise. The good news? Continuing…
Mastering CPE While Managing Your Career Balancing a demanding career with the need to earn Continuing Professional Education (CPE) credits can feel overwhelming for finance professionals. Whether you’re a CPA, CMA, FRM, or hold a different credential, staying compliant with CPE requirements is essential for maintaining your certification and advancing your career. The good news?…
In the fast-paced world of global financial markets, access to accurate and timely financial data (also called big data) can make the difference between a good and exceptional investment decision. Capital IQ (CapIQ), Refinitiv, and FactSet have emerged as some of the world’s largest providers of financial intelligence, enabling investment bankers, portfolio managers, and financial…
As year-end approaches, finance professionals face a familiar challenge: completing required CPE credits while managing intense work demands. If you’re looking for a better way to meet your continuing education requirements, online learning could transform how you approach professional development. We know the challenges finance professionals face: rigid schedules, generic content, and the struggle to…
Making CPE Simpler and More Valuable with CFI Are you juggling work, deadlines, and CPE requirements? What if there was a way to simplify the process and focus on building your skills instead of stressing over logistics? For many finance professionals, meeting CPE obligations feels like just another item on an endless to-do list. But…
Does Continuing Professional Education (CPE) feel like a recurring last-minute scramble? If you’re tired of the last-minute rush to meet deadlines, consider a proactive CPE planning approach. A thoughtful CPE plan will help you stay compliant and turn CPE into opportunities for growth — without the year-end pressure. Thoughtful CPE planning does more than help…
