National Registry of CPE Sponsors

National Registry of CPE Sponsors

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Exhibitors

Corporate Finance Institute

Corporate Finance Institute (CFI) is a leading global provider of online financial modeling and valuation courses for financial analysts.CFI's programs and certifications were delivered to over 300,000 individuals at top universities, investment banks, accounting firms and operating companies around the world.

CFI courses give you practical skills, templates, and tools to advance your career. We pick up where business school leaves off to teach you on-the-job aspects of corporate finance, investment banking, corporate development, FP&A, treasury, and accounting.

Course Topics: Financial modeling, company valuation, discounted cash flow (DCF) analysis, merger models (M&A), sensitivity analysis, accounting fundamentals, financial statement analysis, and much more.

Career Paths: Most popular careers for graduates of the Corporate Finance Institute include investment banking, private equity, venture capital, financial planning & analysis (FP&A), equity research, treasury, commercial banking, accounting.

Faculty: Instructors at the Corporate Finance Institute have an average of 20 years experience that combines a mix of both professional industry experience, as well as teaching and training in the classroom for some of the world's largest banks.

Corporate Finance Institute believes that in order to become a world-class financial analyst it is critical to have the perfect "Trifecta" of accounting, finance, and Excel skills, which CFI combines in a practical way with step-by-step video instruction, demonstration, exercises, and testing.

Corporate Finance Institute currently offers 77 courses that total 222.5 hours of CPE for American CPAs. To learn more, visit CFI's website at the link below or hit the "contact sponsor" button below. 

Address

#1392 – 1771 Robson Street
Vancouver, British Columbia
V6G 3B7
Canada

Website

https://corporatefinanceinstitute.com/
Contact Sponsor

Contact Sponsor


NASBA Approved providers:

  • National Registry

Registry ID:

139079

Approved Delivery Method:

  • QAS Self Study
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  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    “Credit and Counterparty Credit Risk” is designed to provide financial professionals with the expertise needed to effectively assess and manage credit risk within financial institutions. The course co ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank’s operations, as well as banking regulatio ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • less than 1

    Description:

    CFI’s “FP&A Professional Excel Forecast Model Design” course will help learn best-in-class approaches to FP&A model design. This course will also teach you about the importance of cover pages as well ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    This cutting-edge course explores the transformative potential of AI in finance, focusing on leveraging large language models (LLMs) for enhanced financial statement analysis. Students will learn to h ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Understanding the trade lifecycle is vital for financial services roles. This course covers market participants, trade execution, and processes for confirmation, clearing, and settlement. Learners gai ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Data Visualization is a powerful can help you transform a meaningless table of numbers into a clear, action-driven message. To deliver our message with absolute clarity we must consider who we are pre ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course reviews what a leveraged buyout (LBO) is and the advantages of using a considerable amount of debt in a transaction. We will review how to build a sources & uses schedule to understand the ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    FP&A models can be overwhelming and quite complex. CFI’s “FP&A Professional Formatting & Revenue Forecasting” course will help you filter through challenges you may have to learn best-in-class approac ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course will help you solve and answer common business questions by using Table Calculations in Tableau. With each scenario requiring a different function, you’ll learn to think on your feet and w ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Market risk is the potential for financial losses due to changes in interest rates, exchange rates, commodity, or equity prices. This course teaches learners to identify market risk on a bank’s balanc ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course covers the essentials of mergers and acquisitions (M&A), including motivations, risks, deal types, and the M&A process. You’ll learn about friendly vs. hostile deals, horizontal vs. vertic ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Model Protection & Presentation” course will help you understand how to protect FP&A models on multiple levels to maintain financial model integrity. The course will also revi ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    AI tools are changing every industry without exception. The analysts of the future will be able to combine their domain knowledge with technical skills and AI assistants to get their work done faster. ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Financial math is essential for analyzing data, managing risks, and assessing investments in finance. This course builds foundational skills, covering simple vs. compound interest, nominal vs. effecti ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    ESG has become THE ultimate test of management effectiveness in today’s business arena. Corporate finance teams around the world will face increasing pressures and expectations to guide their organiza ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Efficient workflow management is critical for saving time, ensuring accuracy, and improving team collaboration. Learn invaluable lessons from experienced analysts who have honed their skills over many ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Financial Statement Aggregation & Analysis” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approach ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    AI-Enhanced Financial Analysis explores the integration of AI tools into traditional financial practices. It emphasizes the significance of AI in financial analysis, offering insights into creating AI ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Normalizing Income Statements is designed to teach learners how to adjust and interpret income statements for financial analysis and decision making. This course empowers learners with the skills nece ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    According to NOAA, the federal agency responsible for climate change monitoring in the United States, damages from domestic climate disasters in 2023 totaled approximately $92.9 Billion dollars. Clima ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    “Historical VaR for Market Risk” teaches financial professionals to calculate Value at Risk (VaR) using the Historical method for equity and fixed-income securities. Through Excel-based exercises and ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Financial analysts must routinely make strategic decisions in the face of uncertainty. Scenario analysis, enhanced by artificial intelligence (AI), has become a game-changer in navigating this landsca ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Operational risk is a critical component of any comprehensive risk management framework. Operational failures can not only lead to large financial losses, but they can also lead to exceedingly damagin ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    In CFI’s “governance Issues & Materiality” course, you will explore key governance challenges such as board composition, enterprise risk management, ethics, and compliance, and their material impact o ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Headcount Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting headcount and emplo ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    The three-statement financial model forms the foundation on which many other models and analyses are built, and constructing a three-statement model is a critical skill for many roles in accounting an ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course explores strategies to enhance Wealth Management services by increasing portfolio income or protecting capital from risk. It covers how Advisors can integrate Options programs into their p ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    People are the core of every organization—employees, customers, investors, suppliers, and communities all shape a company’s welfare. Today’s biggest challenges—labor strikes, talent shortages, supplie ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Model Build & Configuration” course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 5 - 8 credits

    Description:

    Banking regulations are the fundamental pillar supporting stability, fairness, and trust in our financial systems. They aim to prevent reckless behavior by banks and ensure that individual customers a ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    M&A accounting is key for building accurate models and assessing deals. This course covers fair value adjustments, goodwill, deferred taxes, and related fees. It explains stock vs. asset purchases and ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Financial Planning & Analysis (FP&A) is one of the most common roles in finance and accounting and companies of all sizes need skilled professionals to help monitor business performance and recommend ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    In this course, we’ll demystify the core aspects of accounting for business combinations. You'll discover how to undertake a business consolidation, apply the equity method to investments where a comp ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Model Roll Forward & Analysis” course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • less than 1

    Description:

    AI tools are increasingly important to make us all more efficient analysts. In this case study, you’ll use ChatGPT or another AI of your choice, to help solve data analysis problems in Excel. From ext ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “Reading & Analyzing an Insurance Company’s Financial Statements course” provides a detailed understanding of the insurance industry from both operating and accounting perspectives. Participants ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • less than 1

    Description:

    CFI’s “FP&A Professional Contractor Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs i ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    One of the most challenging topics in finance and accounting is calculating a company’s diluted share count and earnings per share. But it’s absolutely crucial to master this since the diluted share c ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    This course provides a comprehensive introduction to Artificial Intelligence (AI) in the context of finance. As AI reshapes the industry, finance professionals must understand its core concepts and ap ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “Comparable Valuation Fundamentals” course will help you understand the best way to value companies using comparable trading analysis and precedent transaction analysis. This course will teach y ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Banks have unique classes of balance sheet and income statement line items that other companies won’t have. In “Reading & Analyzing a Bank’s Financial Statements” we will explore those differences and ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Dashboard Visualizations & Analysis” course will help you understand how to configure FP&A data to visualize in on a dashboard. We will also review some Excel skills used to c ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Understanding accounting is crucial to becoming a world-class financial professional. As part of this, it’s important to understand how accounting choices impact comparability and profitability. In th ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    Many change initiatives fail or face delays. Skilled leaders can guide teams through change, fostering adaptability and innovation. To stay relevant, organizations must quickly adapt and learn. This c ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Compliance Risk Management will equip learners with the expertise needed to identify, manage, and mitigate compliance risks within financial institutions. This course explores key areas such as Anti-M ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Specialized Knowledge

    Credit Hours:

    • 1 - 4 credits

    Description:

    IBISWorld is a provider of market intelligence reports and industry analysis that offers a vast array of reports covering various industries. Utilizing IBISWorld to uncover market trends, competitive ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    CFI’s “FP&A Professional Debt and Capex Forecasting & Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company’s capi ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Accounting is how businesses communicate internally as well as to external stakeholders. Therefore, understanding accounting is critical for world-class financial professionals. It’s also important to ...

    Delivery Method:

    • QAS Self Study
  • Field of Study:

    • Finance

    Credit Hours:

    • 1 - 4 credits

    Description:

    Leveraging Generative AI for Risk Assessment is designed to help finance professionals understand and apply AI-driven tools for modern risk management. The course covers credit, market, and macroecono ...

    Delivery Method:

    • QAS Self Study
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  • Corporate Finance Institute® (CFI)

    by: Corporate Finance Institute® (CFI)
    Corporate Finance Institute® (CFI) is a leading global provider of online financial modeling and valuation courses for financial analysts. CFI courses and certifications have been delivered to 120,000
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