#1 Rated Online Provider of Finance and Banking Training
Unleash Your Potential. Power Your Career.
Expert-led finance and banking training and productivity tools to transform your
ambition into reality.
Trusted by 2 Million+ Professionals and Leading Organizations
Equip Yourself and Your Teams for Peak Performance
Master In-Demand Skills
Hands-on learning that simulate the complexities of modern finance roles.
Learn Anywhere, Anytime
Learning that adapts to your schedule. For busy professionals &
hybrid teams.
Upskill Teams at Scale
Fast-track new hire readiness, bridge skill gaps, and maximize training
ROI.
Showcase Your Skills in Interviews and at Work
Build a portfolio of hands-on projects to prove your expertise and job
readiness.
Gain Recognition Through CFI Certifications
CFI certificate programs offer a clear pathway to develop job-relevant skills and
establish professional credibility. Over 85% of executives, supervisors, and HR professionals agree that
certified individuals bring value, gain credibility, and are seen as top performers.
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Certifications
Specializations
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FMVA
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BIDA
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CBCA
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CMSA
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FPWMP
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FTIP
Financial Modeling & Valuation Analyst (FMVA®)
Learn advanced financial modeling, earn industry-standard credentials, and
stand out as a top valuation expert
Business Intelligence & Data Analyst (BIDA®)
Lead the data revolution: Build in-depth expertise with hands-on BI &
data analysis courses & labs
Commercial Banking& Credit Analyst (CBCA®)
Advance your career with the essential knowledge and skills you'll gain
from a commercial lending and banking certification
Capital Markets &Securities Analyst (CMSA®)
Master Capital Markets knowledge and skills and stand out as a certified
professional
Financial Planning & Wealth Management Professional (FPWMP™)
Get certified online, master technical and soft skills, and stand out to
clients–no prior experience necessary
FinTech Industry Professional (FTIP™)
Master the emerging technologies driving the future of finance. Earn a
FinTech certification, unlock new career opportunities, and increase your earning potential.
Financial Planning & Analysis (FP&A)
Support business leaders in their decision-making with best-in-class
financial models to evaluate and forecast the financial performance of a company.
Environmental, Social, & Governance (ESG)
Become an Environmental, Social, & Governance specialist with valuable
skills in investing, financial and corporate strategy, and more, and earn an in-demand ESG certificate
upon completion.
Leadership Effectiveness
Get actionable frameworks that put people and performance first. This
program builds crucial leadership skills for aspiring and senior leaders in finance.
Data Analysis in Excel Certificate
Be the Excel wizard everyone admires! Learn to manipulate and connect
data, create and visualize insights from raw data, and leverage the latest Excel tools and add-ins to
enhance your productivity.
Business Intelligence Analyst
Develop real-world analytics skills including creating and dashboarding
insights for stakeholders, manipulating and connecting related data to supercharge your work, and
using industry standard tools like Power BI, Tableau, and SQL.
Data Science Analyst
Gain practical experience with complex datasets and predictive machine
learning models. Earn your Data Science certificate upon completion.
Cryptocurrencies and Digital Assets Specialist
Prepare for the future of finance by learning about cryptocurrencies and
blockchain practically. Understand how to critically analyze digital assets and gain the skills needed
to thrive in decentralized finance.
Commercial Real Estate Finance Specialist
Enhance your skill set with a specialization in Commercial Real Estate
Finance, covering everything from appraisals to financial models to mortgages, and earn a CREF
Certificate upon completion.
Business Essentials
Round out your skill set with CFI'S Business Essentials Bundle, covering
everything from Excel, PowerPoint, and PitchBook to data visualization to corporate strategy, and earn
a BE Certificate upon completion.
Macabacus Specialist
Supercharge your Microsoft Office experience with Macabacus, a powerful
add-on. Learn advanced tools and automation techniques to effortlessly create error-free and more
professional financial models and presentations.
Banking and Finance Courses for All Levels
From finance fundamentals to advanced deep-dives, each course offers video lessons,
practical templates, interactive exercises, skill validation, and a certificate of completion. Over 75% of
CFI learners report improved productivity or competency within weeks.
Real-world Expertise from Industry Practitioners
The depth and quality of our applied
training is rooted in the extensive industry experience of our instructors.
Tim Vipond
Chair of the Board
Scott Powell
Chief Content Officer
Duncan McKeen
EVP, Financial Modeling
Sebastian Taylor
VP, Business Intelligence & Data Analysis
Ryan Spendelow
SVP, Training and Curriculum
Meeyeon Park
VP, Financial Planning & Wealth Management
Andrew Loo
VP, Capital Markets
Kyle Peterdy
VP, Commercial Credit & Banking
Helen Wale
VP, Leadership Skills
Jeff Schmidt
VP, Financial Modeling
Joseph Yeates
Director, Business Intelligence & Data Analyst
Gabriel Lip
VP, Commercial Credit & Banking
Beyond Training: Equipping Professionals for Everyday Success
Join a network of experts to support your learning journey, access exclusive resources, and
professional development opportunities.
Unlock hundreds of ready-to-use templates, cheat sheets, guides, and discounts on must-have finance
tools to boost your skills and productivity.
Get personalized advice, resume reviews, cover letter support and access to a vast library of
resources. Our experts are committed to your career success, ensuring you grow and thrive
professionally.
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