In this episode of the Careers in Finance on FinPod, James M. Binsfeld shares his story as a leader at the Chicago Teachers’ Pension Fund, where he manages U.S. equities and private credit. With a background at Wells Fargo, Bank of America, NASDAQ, and WestPath Investment Management, James brings a wealth of knowledge from across the finance…
What is CPD and CPE in Finance? Staying competitive in finance requires not only keeping up but continually advancing through structured learning. Continuing Professional Development (CPD) and Continuing Professional Education (CPE) are two paths designed to help you achieve this, although they differ in scope and application. Understanding these differences can help you choose the…
The Importance of CPD in Finance In finance professions, Continuous Professional Development (CPD) ensures relevance and readiness through ongoing education. CPD includes Continuing Professional Education (CPE), which refers to specialized training required to maintain many financial certifications or licenses. As finance evolves, CPD enables professionals to refine expertise, take on advanced roles, and increase value…
Staying Competitive Through Continuing Education In a constantly evolving field like finance, advancing your skills through Continuing Education (CE) is key to staying competitive. CE empowers you to develop essential skills, stay ahead of industry changes, and seize new career opportunities. By staying current with industry trends and technological advancements, you stay adaptable, maintain a…
In this episode of What’s New at CFI on FinPod, we introduce our newest specialization, Accounting for Financial Analysts, which is designed for financial analysts who are looking to master essential accounting skills. This practical program covers the critical accounting concepts analysts encounter regularly, from dissecting financial statements and calculating essential ratios to understanding unique accounting methods…
Understanding Continuing Professional Education Continuing Professional Education (CPE) ensures that professionals across industries, especially in finance, maintain certifications, build essential skills, and stay compliant with regulatory standards. CPE encompasses courses and programs designed to help finance professionals — such as CPAs and FRMs — stay competitive and prepared for evolving roles. Keep reading to explore…
Why Do CEUs and CPE Credits Matter? Staying relevant in a fast-paced finance career means continuously building skills and keeping up with changing industry standards. For finance professionals, both Continuing Education Units (CEUs) and Continuing Professional Education (CPE) credits play essential roles in career development, though each serves a distinct purpose. Understanding these differences empowers…
What is Continuing Professional Education (CPE)? Continuing Professional Education (CPE) refers to structured learning activities that help finance professionals maintain certifications, meet regulatory standards, and expand their expertise. By participating in CPE, finance professionals stay informed on industry changes, develop critical skills, and navigate new challenges. In a dynamic field like finance, CPE provides practitioners…
What Does a Private Equity Associate Do? In the world of finance, private equity stands out as one of the most lucrative and competitive fields. While there are many moving parts involved in acquiring companies, private equity associates play a vital role in the investment teams of private equity firms. These professionals typically start out…
In this episode of Careers in Finance on FinPod, we chat with Mark Allbee, VP of Finance and Operations at Roko Labs. Mark shares his journey from Big Four accounting at KPMG, where he specialized and built key skills, to leading finance in dynamic startups. He details his transition to FP&A, tackling budgeting and reporting while navigating…
