FP&A Today CEO of CFI: Become a World Class Financial Analyst
Jan 1, 2025
Anna Talerico, CEO of Corporate Finance Institute and Macabacus, shares insights into becoming a top-notch financial analyst. Discussing how technology democratizes education, she highlights essential 'desk ready skills' for finance leaders. Anna elaborates on CFI's mission to enhance practical training and the evolving landscape of finance skills, including coding and AI. She also addresses challenges of managing two brands and the importance of Excel in the industry, while offering personal anecdotes and humor about Excel features.
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CFI's Mission Evolution
- CFI began with the mission that anyone could be a world class financial analyst by democratizing training.
- They adapted as hiring firms shifted to expect pre-existing skills rather than providing full training.
Focus on Desk-Ready Skills
- Learn desk-ready skills that prepare you for real-life finance roles beyond academic theory.
- Fill knowledge gaps, especially when working remotely without immediate colleague support.
Broaden Finance Skillsets
- Finance professionals need both evergreen skills and knowledge in emerging areas like AI, cryptocurrency, and ESG.
- Specializations act as career accelerators by providing concentrated learning in relevant sub-fields.