Looking for more information on finance and banking careers and resources to help take yours to the next level? Explore our Career Resources for learning paths, lessons, templates, exercises, and more. Whether you’re just starting out or a seasoned finance professional looking for ways to advance your career, we’re here to help you reach your goals.
There are countless career paths across finance and banking—and countless ways CFI can help set you up for success. With certifications, specializations, resources, and productivity tools for everything from financial modeling to commercial banking, you can take your career in any direction.
Browse CFI’s Certification Programs for Financial Modeling, Capital Markets, Commercial Banking, and Business Intelligence, or dive into various Specializations like ESG or Real Estate Finance. Our courses are regularly refreshed and updated so your skills and knowledge are relevant and real-world ready.
CFI is the leading learning and productivity resource for finance and banking professionals for a reason.
Focused on practical skill-building guided by experienced professionals, CFI courses are designed to help you learn by doing and gain real-world knowledge you can put to work right away. On-demand lessons mean you can go at your own pace and learn anytime, from anywhere, and range from beginner to advanced for professionals at any level.
And because CFI memberships offer unlimited access across programs and specializations, you can become an expert in any area of finance you choose.
With CFI Career Courses, You Can Discover:
Potential career paths in Commercial Banking based on technical skills and personality types
Buy-side and sell-side roles within Capital Markets
Which Capital Markets career paths may be best suited for you
The details of different roles in Business Intelligence and which skills are essential
The differences between Business Intelligence and Data Science roles
What a typical “day in the life” looks like for certain roles
And more
Who Should Take CFI Career Courses?
Anyone who is curious about the various career paths in finance and banking, getting an inside look at what certain roles entail from real professionals, and how to achieve their goals in their chosen field—whether it’s to start a fresh career, take a new direction, or continue forging a path to success.
Investment professionals
Management consultants
Financial analysts
Registered Provider: National Association of State Boards of Accountancy
All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.
Courses include video lessons, quizzes, and final assessments.
Listening to podcasts and reading books about specific areas of finance that interest you help break down more complex financial topics and speed up the learning process. There are also many paid and free courses out there that offer courses in different areas of finance and investing.
Obtaining certificates or completing financial boot camps will help with getting into the industry. From there, identify the specific role in finance you are interested in and become extremely familiar with it. After that, reach out to your network to set up informational interviews and possibly actual interviews.
The positions that some financial recruiters have identified as the hardest and most competitive jobs to fill include controllers (including hedge fund controllers), tax managers, fund and senior-level accountants, and valuation analysts.
Private equity jobs are some of the most desirable in finance. They're also some of the most difficult to get into. Private equity funds are investors and they're in it for the long term.
Soft skills such as listening, emotional intelligence, motivation and effective communication can help employees elevate each interaction and the customer experience overall.
Financial literacy is having a basic grasp of money matters and its four fundamental pillars: debt, budgeting, saving, and investing. It's understanding how to build wealth throughout one's life by leveraging the power of these pillars.
A bachelor's degree in finance is usually the most common requirement to pursue a career in finance. This degree takes four years to complete and prepares you with the basic fundamentals you will need as a finance professional.
Introduction: My name is Terence Hammes MD, I am a inexpensive, energetic, jolly, faithful, cheerful, proud, rich person who loves writing and wants to share my knowledge and understanding with you.
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