Archives: Resources

Complete Guide to Online Continuing Education for Finance Professionals

Why Online Continuing Education Matters Today’s finance careers require professionals to keep learning throughout their careers. Online continuing education makes this easier by letting you build new skills and maintain your certifications from anywhere. Whether you’re a CPA keeping up with CPE requirements or an analyst learning advanced modeling skills, online courses provide a flexible…

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CPE Credits Explained: What They Are and How to Meet Your 2025 Requirements

Why Earning CPE Credits Matters for Your Career Meeting your Continuing Professional Education (CPE) credit requirements can feel like navigating a maze of deadlines and course options. With packed schedules and evolving industry standards, staying on top of these obligations is no easy feat.  This guide will simplify the process, offering clear insights into what…

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Calculate and Interpret the Month-Over-Month Growth Rate

What is Month-Over-Month Growth? Month-over-month growth (abbreviated MoM or M/M) measures the percentage change in a specific metric from one month to the next. The month-over-month growth rate is typically a critical indicator used by businesses to understand quick changes in market conditions and operational results or to evaluate many other metrics. This calculation offers…

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Continuing Education Units (CEU) in Finance: Complete Guide to Requirements & Credits

Why Continuing Education Units (CEU) Matter in Accounting and Finance Continuing education never stops in finance. Whether you’re a CPA, financial analyst, or financial planner, Continuing Education Units (CEUs) help you keep your certifications current. This comprehensive guide explains everything you need to know about CEUs — from credit requirements to efficient earning strategies. Understanding…

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Complete Guide to Educational Credits in Finance: CPE, CPD, and Professional Development

Build Your Career Through Professional Education Your finance career grows through continuous learning and skill development. Educational credits provide a structured way to advance your expertise while maintaining professional credentials. These credits, known most commonly as CPE, CPD, or CEU, help you build valuable skills and demonstrate your commitment to professional excellence. Navigate Educational Credits…

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Mutual Fund vs. Hedge Fund: How the Two Careers Differ

The world of investment management presents two distinct career paths that often attract ambitious financial professionals: mutual funds and hedge funds. While both financial service fields involve managing investment vehicles and pooled assets, they differ significantly in their approach, clientele, and career trajectories. Mutual funds typically focus on providing stable, regulated investment options for retail…

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What’s New at CFI | Normalizing Income Statements

It’s not about the extraordinary, it’s about making it ordinary. In this episode, we talk about our Normalizing Income Statements course, where we spotlight the importance of making company income statements reflect their true underlying profitability by adjusting for any one-off or non-recurring events that make profits look more volatile than they really are. Transcript…

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Earn Continuing Education Credits with These 10 Career-Boosting Finance Courses

Why Continuing Education Credits Matter for Career Growth Balancing your career while earning Continuing Education Credits can feel overwhelming. These credits are important for keeping certifications current, building new skills, and staying competitive in your field.  What if earning these credits also helped you stand out and grow your career? This guide highlights ten finance…

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How Certified Public Accountants Can Meet CPE Requirements with CFI

Certified Public Accountant CPE As a CPA, your expertise is your currency. To grow as a professional and maintain your license, you need to meet specific requirements, like earning Continuing Professional Education (CPE) credits. CPE helps you strengthen your skills, deepen your knowledge, and keep your expertise sharp and relevant. Fulfilling your CPE requirements can…

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