FinPod

In this episode, Meeyeon, Jeff, and Duncan discuss the newly launched specialization in Investment Banking and Private Equity (IB and PE) at CFI. 

Join us as we explore the reasons behind the popularity of these fields, the misconceptions surrounding private equity, and the essential skills required for success in both areas.

In this episode of Careers in Finance, we learn that sometimes it takes a little bit of grit. Susanne Swaniker, Group Financial Controller at De Beers, takes us through her career journey that started with asking for a meeting with a Deloitte Partner and asking for what she wanted: an auditing job. 

Her career journey is equal parts organic and purposeful pursuit. Susanne is the epitome of a continuous learner, and her many academic and career achievements make her actions speak louder than words. Join us as Susanne shares her unique story from audit to leadership. 

In this episode of What's New at CFI, we sit down with Ryan Spendelow to discuss the newly launched Risk Management specialization. We explore the essential types of financial and non-financial risks covered in the courses, the relevance of emerging topics like ESG and cybersecurity, and how completing the specialization can enhance job performance and open up career opportunities in finance. Overall, the conversation highlights the growing importance of risk management in the financial sector and the skills needed to navigate this evolving landscape.

In this episode of CFI's FinPod podcast, we sit down with Dang Duong, a young finance enthusiast from Singapore. Join us as we talk about Dang's journey into finance, his education at Polytechnic, and his self-driven learning through CFI courses. Dang shares insights from his internship at Julius Baer and outlines his aspirations in investment banking and quantitative finance. The conversation highlights the importance of practical skills and early career planning in the finance industry and is overall an inspiring conversation with a very ambitious person

In today's Member Spotlight, I get to sit down with someone who can't sit still in the absolute best of ways. Antowan has done a little bit of everything, and it's all been driven by his curious nature and love of economics. It only takes a few minutes to understand what the power of curiosity and a genuine desire to learn can do for someone's career.

From an apprenticeship as an electrician to transitioning into healthcare and eventually landing in logistics, Antowan's journey is a testament to the power of adaptability. His academic pursuit in economics combined with his hands-on experience in finance, systems analysis, and logistics, has shaped him into the versatile professional he is today. Currently working as a system analyst at Dollar Tree, he’s taken on projects that leverage both his financial and technical skills, all while continuing to grow academically with an MBA and FMVA certification.

Tune in as Antowan shares how his unique path has shaped his success and how he’s used continuous learning to unlock new opportunities.

In this episode of Careers in Finance on FinPod, we chat with Chris Stanley, an experienced finance professional turned successful business founder, about his journey to where he is today.

During this episode, Chris shares how he has found that leaning into the network you have at an early age, no matter how big or small, is the best way to scale your career. He studied Economics at Yale University and landed his first job in Sales and Trading at Nomura in New York. He credits this experience with establishing the hustle, work ethic, and resilience required to be an entrepreneur. Today, Chris is the Founder of Patterns.app and is passionate about leveraging AI to boost productivity and accuracy and transform the workflow of financial accounting in today's data-driven world. Join us as we chat through all of this and more.

In this episode of Careers in Finance, we have an insightful conversation with Bill Dillmeier, exploring his unique career journey in finance. Bill shares his intentional path into finance, starting from a young age, influenced by his entrepreneurial grandfather. He discusses his educational background, early entrepreneurial ventures, and the pivotal role of mentorship in shaping his career. 

The conversation delves into Bill's experiences at Vanguard and Morgan Stanley, his transition into mortgage banking, and the importance of finding balance in a fast-paced career. Last but not least, Bill touches on something we often don't think about: the evolution of our professional passion.

In this episode of What’s New at CFI, we are talking about a course that is going to help make everyone's job a little bit easier. The course itself may be in the context of financial statement analysis, but in today's world, everything is data-driven, and in turn, so is almost every job. Spend some time with Glenn as he talks about what AI can do, what it is best at, and how we can interact with it now that generative AI gives the layperson a friendly user interface.

If you want to learn and practice how to make your working day a little easier, this is a course you don't want to miss.

In this episode of Careers in Finance, we sit down with Ben Murray, known as the SaaS CFO, who shares his unique career journey from customer service in a mutual fund company to becoming a fractional CFO and entrepreneur. Ben discusses his early experiences in finance, the transition from traditional industries like airlines and healthcare tech to the SaaS model, and the importance of understanding metrics and operations in finance. He emphasizes the need for attention to detail, the role of RevOps, and the current trends in SaaS, including the focus on efficiency and profitability. Ben also offers valuable advice for aspiring finance professionals.

In this episode of What's New at CFI, you have the whole gang: Ryan Spendelow, Duncan McKeen, Jeff Schmidt, and Sebastian Taylor. We all took part in creating this course that deeply resonates with a major reason why people come to CFI: to learn about career paths in finance and banking and the skills required. 

This course is different - it does not talk about roles in isolation but rather places them into the context of a real-life business' evolution. If you're not sure what that means, here's all the more reason to join us and listen to this podcast.