What is Investment Research? Investment research is the bedrock of informed financial analysis. It involves a detailed examination and analysis of financial instruments, markets, and economic trends to help investors make investment decisions. This process empowers investors and institutions alike to allocate their capital effectively, maximize returns, and mitigate risks. The term “investment research analyst”…
Converging Trends Drive Corporate L&D Evolution As 2024 unfolds, corporate learning and development (L&D) continues to undergo a significant evolution. The move toward distributed work models accelerated the adoption of online training. Simultaneously, there’s a noticeable shift in organizations favoring skills-based talent management, underlining the growing importance of fostering continuous learning cultures. The emergence of…
What is an Equity Research Analyst? Equity research analysts work for sell-side firms in the finance sector. More specifically, the equity research department is typically located inside the capital markets group of an investment bank. As part of generating business for the investment bank, equity research analysts are tasked with providing unbiased company research to…
Investment banking and private equity are both industries found within the finance sector. Private equity engages in investment management activities (the buy side), while investment banks are involved in securities intermediation and brokerage (the sell side). What is Private Equity? Private equity (PE) and venture capital invest in assets that are not publicly traded or…
January 2, 2024 – Corporate Finance Institute® (CFI), the #1 rated online provider of finance and banking training, certifications, and productivity tools is thrilled to announce its strategic partnership with COOP Careers, an innovative non-profit organization dedicated to preparing college graduates for meaningful careers through cooperative education. This collaboration aims to bridge the gap between…
What Does an Investment Bank Do? Investment banking is one of the most desirable jobs in finance and competition for these jobs is fierce. At a high level, investment banks advise companies interested in selling themselves or in acquiring other companies, as well as on when and how to issue capital, typically in the form…
January 1, 2024 – CFI has partnered with IBISWorld, the global leader in industry research, to provide members the benefit of accessing cutting-edge industry information. Corporate Finance Institute (CFI), the #1 rated online provider of finance and banking training and productivity tools, has partnered with IBISWorld to provide continued value to its global audience. IBISWorld’s…
What is a Form 8-K Filing? A Form 8-K, also known as a “current report,” or simply “8-K,” is one of the most common filings for publicly traded companies in the United States. The U.S. Securities and Exchange Commission (SEC) requires publicly traded companies (registrants) file an 8-K when there is a material corporate event…
December 18, 2023 – Corporate Finance Institute (CFI), a #1 rated online provider of finance and banking training and productivity tools, announces the launch of its FinTech Industry Professional (FTIP®) Certification, addressing the growing skill gap in FinTech. The segment is set to reach $1.5 trillion in revenue by 2030, according to the Boston Consulting…
Generative AI Technology Takes Center Stage New generative AI technologies promise to transform financial services, improving efficiency, personalization, and accessibility. However, responsible adoption requires addressing ethical risks, regulations, talent requirements, and change management. Generative AI tools like ChatGPT leverage large language models (LLMs) to create customized content. These new tools can personalize financial recommendations, tailor…
