In this episode of What’s New at CFI on FinPod, we discuss the latest course in the FP&A Specialization, FP&A Professional Model Protection and Presentation. This course is the third in a series designed to equip financial professionals with advanced modeling skills. It focuses on essential practices for protecting and presenting financial models, making them more efficient…
Why Finance Professionals Must Earn CEUs and CPE Credits Online Many industries require professionals to stay current through Continuing Education Units (CEUs). In finance, the more specific requirement is CPE credits, which are essential for certifications like CPA and CFA. Online learning offers a flexible and convenient way for finance professionals to meet these requirements…
What is Continuing Education (CE)? Continuing Education (CE) refers to structured learning programs that help you stay current with industry standards, emerging trends, and best practices. In finance, CE is essential for maintaining certifications, adapting to regulatory changes, and refining your skills to stay competitive in an evolving field. Finance-specific CE programs, such as Continuing…
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)? 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…
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…
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…
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…
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…
