Global Finance

DECEMBER 18, 2024

Oiticica : It requires a comprehensive educational effort to inform clients about the long-term potential and inherent complexities. GF : Why is financial education crucial for long-term wealth building and protection across different economic segments?

Banking 115

Banking Education Analyzing Data Economics 115

CFO Dive

JUNE 16, 2023

Unlike many prior advances in technology, generative AI will likely prove most jarring to highly educated workers, McKinsey said.

Education 273

Education Technology 273

Nerd's Eye View

NOVEMBER 27, 2024

In this guest post, Kathleen Rehl, a "reFired" financial planner and educator in philanthropic planning, shares insights, thought-provoking questions, and sample scenarios to help advisors begin and navigate charitable giving conversations, reducing any risk of awkwardness or overstepping.

Education 96

Education Planning 96

Nerd's Eye View

SEPTEMBER 5, 2024

A cornerstone service that many financial advisors provide is education. This puts advisors in a challenging situation to re-educate or redirect the client without becoming combative or condescending.

Education 88

Education Communication Planning 88

CFO Dive

NOVEMBER 29, 2022

The market for digital assets continues to evolve and rapidly, and so it’s imperative that CFOs, management and the Board are educated and engaged on the topic so that they can be prepared to meet the latest risks and opportunities that these assets can bring.

Education 261

Education Marketing 261

Global Finance

MARCH 26, 2025

Lenders are scaling up efforts to meet sustainable development targets, with capital directed toward healthcare, education, and essential infrastructure. Funds will also be allocated to healthcare, education, infrastructure development, and food security initiatives. Standard Chartered recently announced the issuance of its first $1.1

Healthcare 102

Healthcare Education Finance Banking 102

Nerd's Eye View

DECEMBER 20, 2024

Together, these proposed changes (which are currently open for public comment) suggest CFP Board is seeking to ensure that those with the marks not only have sufficient education and experience upon receiving them, but also maintain and sharpen their skills over the course of their careers.

Benchmarking 98

Benchmarking Education Investments Planning 98

CFA Institute

JUNE 10, 2025

Her 30-year career in international higher education encompasses leadership roles including associate dean of Graduate Programs, MBA director, and strategic advisor to the Dean on Teaching and Learning. Sisto also serves on the boards of QTEM and of the Responsible AI Consortium, helping shape ethical AI adoption in business education.

Investments 72

Investments Education Leadership Healthcare 72

Nerd's Eye View

MAY 16, 2025

Also in industry news this week: A recent study finds that financial advisory clients are leaving largely positive, in-depth reviews for their advisors FINRA has responded to some concerns about its proposed rule regarding outside business activities, saying that it is designed to streamline regulations and not (as has been suggested by some commenters (..)

Education 95

Education Tax Planning Planning Numbers 95

Future CFO

NOVEMBER 14, 2024

Through this allocation, ISCA collaborates with autonomous and private universities in Singapore through the Accelerated Pathway Program (APP) to allow accounting undergraduates to clear most of the SCAQ educational requirements during their degree instead of completing them after graduation.

Accounting 97

Accounting Education Budgeting Accounting Firms 97

Nerd's Eye View

FEBRUARY 26, 2025

529 plans offer greater flexibility in ownership but restrict how funds can be used, particularly for educational expenses. Parents could also transfer UTMA assets into a UTMA 529 plan, which limits the child's ability to use funds for non-educational purposes.

Planning 90

Planning Education Restructuring Accounting 90

CFO Talks

NOVEMBER 25, 2024

Advocate for clear, company-wide insider trading policies to educate employees and prevent future occurrences. How to Handle Ethical Dilemmas Effectively Educate Yourself and Your Team Regularly review laws, industry regulations, and your company’s code of ethics.

Leadership 98

Leadership Auditing Profit and Loss Compliance 98

Global Finance

JUNE 9, 2025

Concurrently, QIC Reads operates as Qatar’s exclusive digital repository dedicated to insurance education, aiming to foster a robust culture of insurance awareness and simplify the understanding of everyday insurance needs in Qatar.

Reconciliations 125

Reconciliations Forecasting Cash Management Benchmarking 125

CFO News

APRIL 25, 2025

Funding is directed towards healthcare, education, and infrastructure improvements across multiple states. Maharashtra received $500 million for healthcare, while Meghalaya benefits from a $64 million loan to enhance education and skills training. billion in cofinancing, to support key developmental projects.

Healthcare 65

Healthcare Education Banking 65

Global Finance

DECEMBER 4, 2024

The BDP suffered a crushing blow, winning just four of 61 National Assembly seats. Analysts cite mounting economic frustrations, especially among the young, as key to the party’s downfall.

Foreign Exchange 96

Foreign Exchange Economics Construction Education 96

Global Finance

DECEMBER 3, 2024

Integration priorities include regional connectivity, water resource management, energy and security cooperation, as well as cultural and educational exchange. With over 60% of the population under 30, Uzbekistan boasts a young, well-educated and ambitious workforce. Uzbekistan is actively focusing on improving trade routes.

Economics 116

Economics Education Pharmaceutical Investments 116

Global Finance

DECEMBER 6, 2024

This requires the development of internal tools and technology combined with staff education, delivering personalized services efficiently while managing necessary processes and data in the background. By strategically scaling expertise, we ensure global expansion without compromising the personalized service that defines private banking.

Investments 104

Investments Valuation Education Banking 104

Future CFO

FEBRUARY 11, 2025

To mitigate risks, Chubb says companies now use nearly dozen tools and techniques, including monitoring of cyber incidences, providing employee education, and engaging in scenario planning.

Risk Management 83

Risk Management Credit Risk Education Planning 83

Future CFO

FEBRUARY 3, 2025

The Role of the CFO in Education As SMU's CFO, Chan oversees the financial operations of a diverse institution comprising six schools and two colleges. "We The university trains approximately 14,000 learners annually, focusing on executive education for C-suite professionals. Below are key points from the discussion.

Accounting 64

Accounting Education CFO Finance 64

Nerd's Eye View

MAY 13, 2025

Ed is the president of Ed Slott And Company, a financial education company based in Rockville Centre, New York that offers seminars and newsletters for financial advisors and consumers focused primarily on IRAs.

Education 75

Education Accounting Planning Leverage 75

Nerd's Eye View

MARCH 10, 2025

While advisors may make educated guesses about client preferences, this approach has its limits. The best roadmap for focusing an advisory firm will reflect how to do more of what clients value and scale back on what they don't use or appreciate.

Education 98

Education Planning Practice Management Marketing 98

Future CFO

DECEMBER 22, 2024

Invest in Training : Educate employees on the benefits and workflows of e-invoicing to reduce resistance. Overcoming Integration Challenges Adopt Middleware Solutions : Use tools that act as a bridge between legacy systems and e-invoicing platforms.

Invoicing 98

Invoicing CFO Compliance Auditing 98

CFO News Room

JANUARY 5, 2023

Everywhere in education, you see incentives at work. The incentives, though, are so far removed from the actual goals of education that they produce perverse results. . We observe this again and again in education. Goodhart’s Law is usually stated, “When a measure becomes a target, it ceases to be a good measure.”

Education 130

Education Leadership Numbers Economics 130

Accountancy Today

MARCH 26, 2025

James Cowper Kreston Corporate Finance team has provided financial and tax due diligence and tax structuring advice to Queens Park Equity on its investment in Wordwall, an educational technology platform. The platform also offers access to approximately 88 million resources created by a global community of teachers.

Investments 52

Investments Corporate Finance Education Finance 52

Future CFO

MAY 11, 2025

NTN: I was born and raised in a small town in Can Tho City, the heart of the Mekong Delta in Vietnam - a place where life flows gently along the rivers, where kindness is abundant, but opportunities for higher education, especially for girls, are often limited.

Leadership 98

Leadership Auditing Education CFO 98

CFO Thought Leader

NOVEMBER 3, 2024

Additionally, they highlight the necessity of educating business units on financial metrics to align organizational goals and improve overall performance. The CFOs discuss how setting clear constraints enhances strategic planning and drives more thoughtful decision-making.

Financial Planning and Analysis (FP&A) 52

Financial Planning and Analysis (FP&A) Strategic Planning CFO Education 52

Barry Ritholtz

MARCH 31, 2025

Its not the same thing in theory, but in practice, especially with the chatter of reducing income taxes, it feels that way: European consumption tax minus the universal health care, education, and retirement benefits. I hope this take is wrong.

Economics 121

Economics Entertainment Education Marketing 121

CFO News Room

JANUARY 23, 2023

Reprinted from The Center Square Higher education is confronting a problem: its customer base is shrinking. Nathan Grawe, an economist who maintains a forecast known as the Higher Education Demand Index, projects enrollment declines in some states of over 15 percent. After reaching a peak in 2007, birth rates have steadily dropped.

Education 130

Education Budgeting Economics Forecasting 130

CSC Advisors

APRIL 10, 2025

Increasing Enrollment Potential When schools meet the growing demand for childcare and early education, their potential to increase enrollment grows considerably. Upgrading facilities with modern classrooms, outdoor play areas, and advanced learning tools enhances the education experience.

Finance 52

Finance Education Nonprofit Strategic Planning 52

Barry Ritholtz

OCTOBER 9, 2022

Since this story is ostensibly about education, let’s briefly digress to an unfortunate side effect of modern American education. Derek Thompson observed that “the United States has the longest, most expensive medical-education system in the developed world, and among the lowest number of physicians per capita.”

Education 133

Education Healthcare Numbers Planning 133

CFO News Room

JANUARY 15, 2023

This “education-based nonprofit organization” works to “cultivate antiracist, people-centered communities for all learners.” In its current format, this legislation seems innocuous because it is voluntary: there is outreach, education, and assistance.

Education 130

Education Nonprofit Economics Accounting 130

Nerd's Eye View

JANUARY 10, 2025

Also in industry news this week: A survey indicates that nearly 71% of new financial advisors drop out in the first 5 years, with firms offering better training and mentorship opportunities (as well as entry-level positions that don't come with business development targets) seeing higher employee retention rates How broker-dealer self-regulatory organization (..)

Concentration 75

Concentration Valuation Securities Education 75

CFO Thought Leader

FEBRUARY 25, 2025

Yet those bigger bets mean rethinking profitability targets, educating analysts, and staying flexible under Wall Streets watchful eye. Youve got to invest, Koefoed says, explaining how AI-fueled demand forecasting can open untapped market segments (including the 20,000-plus legacy systems he aims to replace).

Forecasting 52

Forecasting CFO Education Investments 52

CFO Talks

DECEMBER 12, 2024

Recognized for her leadership, resilience, and commitment to education, she is also a Non-Executive Director at the Woman of Stature Foundation and a mentor to aspiring professionals. I enjoy numbers and finances; and I loved accounting at school. I haven’t regretted becoming a CA for one minute though.

Leadership 98

Leadership CFO Prioritization Education 98

CFA Institute

SEPTEMBER 27, 2024

In this role, he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. Dall joined PNC in 2015 as an associate investment advisor. .

Investments 52

Investments Planning Leadership Education 52

Strategic Treasurer

JUNE 9, 2025

Strategic Treasurer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Economics 59

Economics Treasury Education Accounting 59

CFO News

MAY 26, 2025

billion trade deficit, the US actually enjoys a USD 35-40 billion surplus with India when factoring in revenue from education, digital services, and other sectors. India, US trade: Despite a reported USD 44.4 This challenges the narrative of India unfairly benefiting from trade.

Education 40

Education 40