What’s Wrong with Corporate Training in Financial Services? It’s tempting to throw out an eye-catching headline like: training in financial services is broken! (But I’m not a click-bait kind of guy…) Training isn’t broken—but it could certainly use a rethinking. Interest in our CFI for Teams offering has exploded lately, and I have the privilege…
InsurTech, short for “insurance technology,” refers to the use of innovative technologies, such as artificial intelligence, big data analytics, blockchain, and machine learning, to improve and automate the traditional insurance industry. InsurTech companies aim to enhance customer experience, streamline operations, and create personalized insurance products through the application of cutting-edge digital solutions. The Importance of…
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…
What is the Johari Window? Have you ever been part of a team whose team members were all open and honest with each other? If so, then chances are that you worked extremely effectively together. You and your colleagues likely knew everyone’s strengths and weaknesses and enjoyed high levels of trust. Such a positive working…
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…
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…
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…
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…
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…
YoungMinds is the UK’s leading charity campaigning for children’s and young peoples’ mental health. In operation for over 25 years, the past few have brought steady growth as the need for mental health support increased, particularly with the 2020 pandemic and global shutdowns. As Head of Finance, John Decruz-Young was on the lookout for tools…
