Archives: Resources

Form 10-Q: A Comprehensive Overview

What is a Form 10-Q? Form 10-Q is a required quarterly report for companies that are subject to United States Securities and Exchange Commission (SEC) regulations. Unlike the annual Form 10-K, Form 10-Q is a more frequent update on a company’s financial position and operations. Companies will file Form 10-Q three times a year (after…

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What is Future Value and How to Calculate the Future Value of an Investment

What is Future Value? There are many calculations a financial analyst must master. One of these calculations is the future value (FV) calculation. Understanding future value is crucial for financial planning and investment decision-making. Fundamentally, future value is how much an investment made today will be worth at some point in the future. Therefore, future…

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Form 10-K: A Comprehensive Overview

What is a Form 10-K? Form 10-K is a required annual filing for companies that are subject to United States Securities and Exchange Commission (SEC) regulations. Form 10-K is somewhat analogous to an Annual Report and much of the contents overlap one another. What’s in a Form 10-K? Form 10-Ks are usually over 100 hundred…

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Private Equity Salary Guide: An Overview of PE Compensation

What is Private Equity? Private equity (PE) is a common career progression for investment bankers. Analysts in investment banking often dream of moving over to a role in private equity. Because private equity firms employ top performers, these firms typically pay top-dollar salaries and generous performance bonuses, which can be well above investment banking compensation….

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Data Analysis Courses for Finance Professionals

There are many different components and job positions in the field of finance. One growing component in the world of finance is data analysis or data analytics. Because data analysis has a major role in the finance industry, individuals who are interested in a career in finance should look into taking a data analysis course. …

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Highlighting Duplicates in Excel

Why Highlight Duplicate Values in Excel?  Excel remains a universally common tool for organizing, analyzing, and interpreting vast data sets. Finance professionals often work with complex data sets that include transactions, accounts, customer information, and financial statements. However, duplicate values can skew the data, leading to inaccurate analyses, reporting, and decision-making. Understanding how to highlight…

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The Pros and Cons of Using an eLearning Platform

There was once a time when people only respected in-person education. When the global pandemic forced individuals to instead use an eLearning platform to educate themselves, that way of thinking became one of the past.  Now, virtual education in the form of degrees and certifications earned online is often just as respected and credible as…

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The Importance of Risk Management

Within any industry, including banking and finance, navigating uncertainties is an integral part of success. This article highlights the importance of risk management professionals in developing risk management frameworks, as well as exploring the role of risk management within a broader business strategy. The Role of Risk Management Primarily, risk management is responsible for identifying,…

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Best Commercial Real Estate Certifications and Designations

The real estate industry, in particular, the commercial real estate industry, is incredibly competitive. In fact, according to The Association of Real Estate License Law Officials (ARELLO), there are approximately 3 million active real estate licensees in the United States. With all the competition in the real estate industry, commercial real estate professionals should obtain…

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