Resources Archive

The Ultimate Guide to Continuing Professional Education (CPE) for Finance Professionals

What is Continuing Professional Education (CPE)? Continuing Professional Education (CPE) refers to ongoing learning that professionals undertake to maintain their certifications and stay current with industry standards. In the finance sector, CPE credits are required by certifying bodies such as the AICPA and FINRA to ensure professionals remain knowledgeable about evolving regulations, technologies, and best…

What is Continuing Education (CE) and How Does It Apply to Finance Professionals?

What is Continuing Education (CE)? Continuing Education (CE) refers to structured learning programs that help professionals enhance their skills, stay current with industry standards, and adapt to new developments. For finance professionals, CE plays a critical role in maintaining certifications, advancing careers, and staying competitive in a rapidly changing field. Lifelong Learning Through CE Beyond…

Careers in Finance | Jack McCullough on the Role of CFOs

In this episode of Careers in Finance on FinPod, we sit down with Jack McCullough, the founder and CEO of the CFO Leadership Council. Jack has had a diverse career that began with earning an MBA from the MIT Sloan School of Management and includes being a former CFO, a published author, and podcast host. His journey…

The SaaS Rule of 40 Explained

What is the Rule of 40? The Rule of 40 is a financial metric widely used in the Software-as-a-Service (SaaS) industry to assess the performance of a company. The formula itself contains only two metrics: 1) the revenue growth rate and 2) the profit margin. The Rule of 40 says that the sum of the…

Member Spotlight | Shawn Jahromi

In this episode of CFI Member Spotlight on FinPod, we speak with CFI member Shawn Jahromi, an experienced project manager and entrepreneur with a unique journey from electrical engineering to digital transformation. Shawn holds a Master’s in Business Administration and earned the FMVA Certification from CFI, both of which have been pivotal in shaping his career. He…

Webinar Recap: AI Transformation — The Future of Finance

Careers in finance are rapidly changing, and one of the most exciting trends driving this transformation is artificial intelligence (AI). During CFI’s latest event, AI Transformation: The Future of Finance, an audience of finance professionals had the opportunity to learn how AI is reshaping the FP&A (Financial Planning and Analysis) landscape. The fireside chat was…

Workflow Efficiency for Financial Analysts: Best Automation and Productivity Tools

The Importance of Workflow Efficiency for Financial Analysts Financial analysts handle large datasets, build complex models, and deliver insights under pressure. Workflow inefficiencies — whether caused by manual tasks or data processing delays — can lead to costly errors and lost time. To stay accurate and productive, analysts need the right tools to streamline tasks…

Careers in Finance | Duncan McKeen

In this episode of Careers in Finance on FinPod, we sit down with Duncan McKeen, a seasoned equity research analyst turned financial modeler and educator at CFI. Duncan’s career journey is an inspiring example of adaptation and perseverance, starting in mechanical engineering before transitioning into finance. Duncan shares how he leveraged his sector expertise in mining to…

Data Science Career Profile

What is Data Science? Data science is a multidisciplinary field that combines statistics, mathematics, computer science, and domain expertise to extract meaningful insights and knowledge from large amounts of structured and unstructured data. In the financial services industry, data science is crucial in helping organizations make informed decisions, mitigate risks, and drive innovation. Data scientists…

Insurance Company Financial Statements: A Detailed Overview

What is Insurance? Insurance is a financial product sold by insurance companies that protects people (and companies) from unexpected losses or damages. Insurance companies are able to offer this product by spreading individual risks among a large group of people, so if something bad happens to one person, like a serious car accident, the insurance…

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