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11 Best FP&A Certifications & Courses for Launching or Growing Your Finance Career

Comparing FP&A certifications and courses can quickly become confusing. Different programs focus on formal credentials and exams, while others emphasize hands-on modeling, forecasting, business partnering, or executive-level finance skills. The options span university certificates, professional designations, self-paced programs, and marketplace courses, making comparisons even more complex. You are in the right place to get clarity…

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Best AI Tools for a Finance Professional

A finance professional conducts numerous long and tedious tasks each day. Some of these tasks include collecting and analyzing large amounts of financial data to conduct budgets, forecast business decisions, and manage bookkeeping. This is on top of the work that a finance professional must do to consult with either internal or external clients.   With…

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14 Best Excel Courses for Finance: Build Job-Ready Skills Faster

If your Excel skills feel like the weakest part of your finance toolkit, you’re not alone. Many aspiring and working finance professionals can navigate a spreadsheet but struggle when it comes to functions, modeling, automation, and overall productivity. Excel is the core tool across FP&A, investment banking, corporate finance, and accounting, and employers expect fluency…

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Why You Don’t Need To Be a Prodigy To Succeed in Finance

It’s easy to look at the finance industry from the outside – investment banks, hedge funds, private equity firms, and the like – and see people with shiny degrees from prestigious universities everywhere you look. You might imagine that you need to be a prodigy, or at the very least to have an Ivy League…

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How to Find and Remove Duplicates in Excel

Duplicate Values in Excel Microsoft Excel is one of the most commonly used data analysis tools in the world. Because of this, Excel is often used with ERP systems or general ledgers to analyze various data sets. However, it’s sometimes possible for data to become duplicated. Duplicate data is almost always a mistake, which can…

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Quantitative Trader Courses: How to Become a Quantitative Trader

Do you have an educational background in mathematics or computer science? Are you looking for an innovative career that pays well? If the answer to these questions is yes, then you should consider becoming a quantitative trader. What is a Quantitative Trader? A quantitative trader, otherwise known as a quant, is an individual who uses…

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Calculate Percentage Change in Excel

What is Percentage Change? As part of any financial analysis, practitioners will normally calculate the change in various metrics. There are two types of change calculations: 1) absolute, or 2) relative (i.e., percentage). An example of an absolute change is the following: a company earned $14 million in revenue this year and $10 million in…

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Creating a Loan Amortization Schedule in Excel

Knowing How to Calculate Loan Payments is a Crucial Skill in Both Personal and Corporate Finance Whether buying a car or house or paying down a credit card, knowing how to calculate a loan payment is key when considering your financial options. An amortization schedule is often provided to illustrate when a loan is paid…

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Securities Industry Essentials (SIE) Exam

What is the SIE Exam? The Securities & Industry Essentials Exam is an introductory-level exam offered by FINRA that was introduced in 2018. The exam is catered to candidates who are interested in demonstrating basic industry knowledge of the securities business to prospective employers. Security Industry Essentials (SIE) Exam Overview The SIE Exam is intended…

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Top 10 Business Intelligence Courses & Certifications

Business Intelligence (BI) is a hot commodity in today’s data-driven landscape. Serving as a toolkit and a series of processes, it enables you to unveil clear insights by transforming raw information into strategic gold.  The beauty of BI lies in its inclusivity. It opens the door for everyone in your team to access the right…

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