Archives: Resources

Careers in Finance | Scott Powell

In this episode of Careers in Finance, we sit down with the Co-Founder of CFI, Scott Powell. If you are familiar with CFI, then you will know Scott as an instructor and coach. But today, he’s showing you a different side as he shares his personal career journey. Join us as Scott shares how finding…

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RHO Impact and CFI Partner to Support ESG Excellence

November 20, 2024 – Rho Impact’s latest case study highlights Corporate Finance Institute’s (CFI) role in empowering financial professionals with the knowledge and skills to lead in environmental, social, and governance (ESG) initiatives. The article showcases how CFI is advancing ESG education globally, providing financial leaders with the tools to incorporate sustainability into decision-making and…

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How to Earn Recognized CPE Certificates to Meet Your Professional Requirements

Overcoming the CPE Certification Challenge Annual CPE requirements can feel like a never-ending challenge — juggling deadlines and course selections while managing your professional responsibilities. But completing your CPE certificates is more than just checking a box; it’s an opportunity to strengthen your skills and expertise. Continuing Professional Education (CPE) certificates are a must for…

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Is CPE Worth It? The Top 5 Reasons to Make the Investment

Is CPE Worth It? What You Need to Know You’ve heard about Continuing Professional Education (CPE), but is it worth your time and money? Finance professionals and accountants often need CPE to maintain their certifications, refine expertise, and support career growth. But with the time and financial commitments, it’s natural to wonder if the benefits…

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CPE in Finance: Top Courses for Career Growth in 2025

Why CPE in Finance Matters for Your Career Staying competitive in finance requires a commitment to Continuing Professional Education (CPE). Earning CPE credits in finance keeps your skills sharp and expertise current, positioning you for career growth.  In this article, we’ll explore the top CPE courses for finance professionals in 2025. From accounting and financial…

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Bookings vs Annual Recurring Revenue: Understanding Key Financial Metrics

What are Bookings? Bookings represent the total value of contractually committed orders received by a company during a specific period. These orders represent promises of future revenue that have yet to be earned since the company still has to fulfill its obligations by providing the promised service. Once the company provides the service, then the bookings will…

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What’s New at CFI | ChatGPT for Data Analysis

Data analysis has had some immense benefits with the introduction of ChatGPT. A great deal of the ‘heavy lifting’ can be done with ChatGPT, but it takes a bit of getting used to in order to take advantage of it. Try it out with our course on how to use ChatGPT for data analysis. Transcript…

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Investment Banking Associate Salary Guide

What is an Investment Banking Associate? An Investment Banking Associate is a mid-level professional who serves as the critical link between junior analysts and senior bankers. Typically joining after completing an MBA or working 2-3 years as an analyst, these professionals are crucial in executing complex financial transactions such as mergers and acquisitions (M&A) and…

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FMVA versus CFA versus CA

In the finance industry, three qualifications often stand out for professionals looking to advance their careers: the Financial Modeling & Valuation Analyst (FMVA) from CFI, the Chartered Financial Analyst (CFA), and the Chartered Accountant (CA) designation. Each provides a unique blend of skills, with distinct focuses and career paths. The FMVA offers practical training in…

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