Managing directors (MDs) are pivotal in the investment banking industry. As high-ranking executives within investment banks, they oversee their financial institutions’ strategic direction, daily operations, and financial performance. From business development and client relationship management to team leadership and transaction execution, the responsibilities of a managing director are vast and multifaceted, requiring years of experience…
In this episode of Careers in Finance on FinPod, we sit down with Eric Mason, CFO of the City of Quincy, to explore his journey into municipal finance. Eric shares how his background as an economist, economic advisor, and chief analyst prepared him to take on the CFO role during the pandemic, leading his team through uncertainty…
Keeping your professional certification active requires earning Continuing Professional Education (CPE) credits. Industry governing bodies require professionals to complete CPE credits to maintain finance and accounting certifications. Beyond compliance, CPE keeps professionals updated on industry trends and provides an opportunity for skills development. But what exactly are CPE credits, and how can you make the…
How Professional Certification Programs and CPE Can Work Together Did you know that your Continuing Professional Education (CPE) credits could do double duty by helping you complete another professional certification program that sets you apart? Many CPE courses meet your current certification requirements while you work towards a new industry-recognized credential that supports your career…
Financial models are decision-making tools, so it’s important to have well-constructed and accurate models. However, it’s also important to apply proper formatting best practices. A poorly formatted model reflects negatively on the model designer, which will influence the delivery and use of the ultimate analysis. Therefore, while we need to make sure the model is…
In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Devrhoid Davis, who shares how following his passion and pursuing what made him curious led him from medical radiation physics to finance. During the episode, Devrhoid shares his unconventional path into finance and how he finds himself in a full-circle moment…
How Professional Development Courses Empower Finance Professionals Professional development courses give you the tools to build new competencies and advance your career in finance. By focusing on specific topics, you can learn important skills like creating financial models, making decisions based on data, or preparing for leadership roles. Today’s finance jobs also require specialized knowledge…
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…
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…
