Archives: Resources

How to Learn Excel: Master Spreadsheets Like a Pro [Webinar]

Microsoft Excel is an indispensable tool for financial modeling, data analysis, and effective decision-making. It provides the foundation for countless professional tasks and is widely used across business, finance, and data analysis fields, helping you work smarter and faster. This comprehensive guide delivers practical techniques to help you build your Excel knowledge. You’ll receive step-by-step…

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Creating a Learning Culture

L&D at CFI As an online training provider for finance and banking professionals, we know the critical role that learning and development (L&D) plays in attracting and retaining top talent. Our business customers use CFI’s courses, resources, and programming to provide skill development and career progression opportunities to their employees while increasing engagement, productivity, and…

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Banking on Crypto | Webinar Recording

The explosion of cryptocurrencies and exchanges represents the biggest potential disruption to traditional finance and banking in recent memory.  In response, corporations are trying to figure out how the core tenets of these digital currencies—decentralization, faster transactions, greater transparency, new investment opportunities and regulatory challenges—will impact their daily operations and future evolution.  Held as a…

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New Analyst Training

Financial services firms onboard hundreds of new analysts each year, expecting them to contribute quickly and make informed financial decisions. Without structured training, the transition from academic learning to real-world applications can be overwhelming. A well-designed new analyst program ensures analysts are role-ready, able to interpret financial data, develop insights, and make meaningful contributions from…

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Sarh International Uses CFI to Give Learners the Experience They Want and Employers the Skills They Need

Sarh International for Training and Consulting is an international training center in operation for nearly 20 years, focusing on professional training and accounting certificates such as the CPA, CMA, and now FMVA. As the FMVA Course Officer, Mohammad Khadash oversees the FMVA training program while also performing administrative and accounting duties. The company was introduced…

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Commercial Banking & Financial Planning Career Booster

Many banking professionals start out as customer experience associates, tellers, assistants, or junior advisors—but what does it take to move upstairs, work with more complex clients, and transition into higher-impact areas at the firm? CFI’s mission is to deliver practical, hands-on training and enablement that moves beyond the abstract concepts and classroom-style learning found throughout…

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The Corporate Governance Code – United Kingdom

What is the UK Corporate Governance Code (UKCGC)? The UK Corporate Governance Code (UKCGC) is a comprehensive framework for improving the corporate governance practices and disclosure standards of publicly listed companies in the UK. The Code is applicable to companies with a premium listing on the London Stock Exchange, regardless of where they are incorporated….

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Sustainable Finance Disclosure Regulations (SFDR) – European Union

What is the Sustainable Finance Disclosure Regulation (SFDR)? The SFDR is a framework that provides a common language for financial market participants in the EU to disclose the sustainability attributes and impacts of their investment activities. The regulation specifically requires financial market participants to disclose how they consider sustainability risks when making investment decisions, and…

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