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Stay Relevant with the Right Skills for Today’s Finance Careers Outdated skills can cost you more than time — it can mean missed promotions, added stress, and difficulty adapting to workplace demands.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…
What is a Risk Analyst? A risk analyst evaluates and manages a range of risks in the financial services industry. By identifying and addressing these risks, risk analysts play a critical role in risk management. Risk management is the function within an organization that helps identify and handle risks. Using data, financial modeling, and qualitative…
Real estate investment firms represent a dynamic and potentially lucrative sector within the financial services industry. For young finance professionals seeking an exciting career path, these firms offer a unique blend of strategic investment, property management, and financial acumen. Real estate investment has long been considered a cornerstone of wealth creation, attracting talented individuals who…
