Archives: Resources

Strategic CPE Planning: A Year-Round Approach to Staying Compliant

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…

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Real Estate Investment Firms

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…

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What’s New at CFI | Governance Issues & Materiality

In today’s episode of What’s New at CFI, join us as we talk all about the G in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social, and governance issues and financial materiality. Today, we focus on governance issues, which are arguably the…

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What’s New at CFI | Social Issues & Materiality

In today’s episode of What’s New at CFI, join us as we talk all about the S in ESG. Our latest ESG offering is a mini module of three courses with a module dedicated to each of environmental, social, and governance issues and financial materiality. Today, we focus on what social issues are and how…

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CPE Made Simple: 6 Proven Strategies for Finance Professionals

Why You Need Smart Strategies For Continuing Professional Education (CPE) For finance professionals, completing CPE credits is a commitment to staying relevant in a constantly evolving field. Yet, with demanding workloads and tight deadlines, managing your Continuing Professional Education (CPE) obligations can feel overwhelming. The good news? With thoughtful planning and strategic choices, you can…

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10 Continuing Education Terms Every Finance Pro Should Know

Why Understanding Continuing Education Terms is Important Continuing education is critical for professional development but navigating the requirements shouldn’t feel like decoding a foreign language. Understanding key terminology makes it easier to plan your learning and meet requirements efficiently. Whether you’re new to continuing education or a seasoned pro, this article will familiarize you with…

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Ongoing Professional Development: Transform Compliance Into Career Growth

What is Ongoing Professional Development?  Ongoing professional development is the continuous process of enhancing your skills and knowledge to meet the ever-changing demands of the finance profession. Unlike one-time certifications, it involves a proactive commitment to staying current with industry trends, mastering the latest technologies, and deepening domain expertise. For finance professionals, ongoing professional development…

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Price Per Square Foot Calculator

What is Price per Square Foot? Price per square foot is a commonly used and quoted metric in the real estate industry. This metric provides an approximate value of a property to both buyers and sellers. Effectively, the price per square foot calculation indicates how much a buyer would pay for each square foot of…

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