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 News Room

NOVEMBER 2, 2022

There are a great deal of systemic issues plaguing the public education system today that require systemic solutions. That was the consensus among a recent gathering of parent and educator experts, focused on what matters most for student success this school year and into the future.

Education 130

Education Economics Securities Numbers 130

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 274

Education Technology 274

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

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 90

Education Tax Planning Planning Numbers 90

Future CFO

MAY 8, 2025

The post Empowering finance professionals with sustainability education appeared first on FutureCFO. This includes the ACCA Professional Diploma in Sustainability, designed to meet the growing demand for sustainability skills and accreditation to support compliance with global standards including CSRD. First published on Youtube.

Education 52

Education Finance Compliance Accounting 52

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

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

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

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

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

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

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 Economics Numbers 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

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 120

Economics Entertainment Education Marketing 120

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

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 52

Education Accounting Planning Leverage 52

CFO News Room

NOVEMBER 2, 2022

At the request of professor Ioannidis, the money of the Inaugural Harwood Award has been given as an unrestricted gift from AIER to the Lunchbox Fund and Children Incorporated to help disadvantaged children receive proper educations, and provide opportunities for growth and education, respectively.

Education 130

Education Economics 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 Prioritization 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

Fpanda Club

MARCH 19, 2025

Start with solving a business problem, offering tools to make the lives of your business partners easier, educating your non-finance colleagues on finance topics. In these situations, advocating for the value that FP&A can bring and building stronger relationships with stakeholders are essential.

Financial Planning and Analysis (FP&A) 130

Financial Planning and Analysis (FP&A) Forecasting Budgeting Finance 130

CFO News Room

DECEMBER 12, 2022

Think about this illustration: if education is a way to out-earn your parents, and the cost of education is greater for the poor (many more years not working and little savings to draw on), the rich will be more likely to invest in their educations. . greater redistribution, more investment by the state in education, etc.). .

Economics 130

Economics Education Investments Securities 130