Archives: Resources

Why Operational Risk Matters in Financial Institutions

What is Operational Risk? You might think of operational risk as something that only affects specific roles or departments. In reality, operational risk affects every corner of an organization regardless of industry. Managing operational risk is part of any effective risk management program. In the banking sector, operational risk refers to the risk of loss…

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Bank Valuation: Why Traditional Methods Don’t Work (And What Does)

Valuing a Bank Takes a Specialized Approach Bank valuation stands apart from traditional business valuation methods. While financial analysts typically rely on metrics like enterprise value (EV) and discounted cash flow (DCF) to value businesses in other industries, these approaches fall short when applied to banks. The banking sector’s unique operations demand a different analytical…

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NRR Meaning

What is NRR? Net revenue retention (NRR) measures the percentage of recurring revenue retained from existing customers, including upgrades and churn, over a specific period. Net revenue retention is a key metric for evaluating a SaaS business or company’s ability both to retain and grow revenue from its existing customer base. By focusing on revenue…

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What’s New at CFI | Risk Management Specialization

In this episode of What’s New at CFI, we sit down with Ryan Spendelow to discuss the newly launched Risk Management specialization. We explore the essential types of financial and non-financial risks covered in the courses, the relevance of emerging topics like ESG and cybersecurity, and how completing the specialization can enhance job performance and…

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What is ESG Risk? A Guide for Finance Professionals

ESG Risk: From Boardroom Decisions to Bottom-Line Impact ESG risks have emerged as a critical concern for finance professionals. From devastating wildfires and labor strikes to regulatory fines and reputational damage, ESG risks pose tangible threats that finance professionals must actively manage to protect their organizations’ financial stability and market position.  As ESG disclosure regulations…

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Narrow vs. General AI: Key Differences and Finance Applications

A Practical Introduction to Narrow vs. General AI Artificial intelligence (AI) has become an integral part of our daily lives, powering everything from voice assistants to fraud detection systems. But not all AI is created equal. In fact, there are two distinct categories of AI that are critical to understand: Narrow AI and General AI. …

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How to Use AI in Finance: Tips and Best Practices

The Strategic Advantage of Using AI in Finance Your finance expertise, combined with knowing how to use AI in finance strategically, creates an unbeatable advantage in today’s hyper-competitive market. As artificial intelligence reshapes the finance profession, the key to success is implementing AI tools thoughtfully and systematically.  Here are seven guidelines to guide you in how to get…

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Member Spotlight | Dang Duong Nguyen

In this episode of CFI’s FinPod podcast, we sit down with Dang Duong Nguyen, a young finance enthusiast from Singapore. Join us as we talk about Dang’s journey into finance, his education at Polytechnic, and his self-driven learning through CFI courses. Dang shares insights from his internship at Julius Baer and outlines his aspirations in…

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