Course Library

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3-Statement Modeling Course Overview Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow s ...

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In this 5 Cs of Credit course,  we will explore the 5 characteristics that lenders use to assess the overall creditworthiness of potential borrowers: Character, Capacity, Capital, Collateral, and Cond ...

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Looking to explore a career as a credit analyst? The Account Monitoring and Warning Signs course will teach you the symptoms and causes of corporate decline, how to predict the default risk for a comp ...

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Accounting Fundamentals Course Overview Understanding the basics of accounting is a crucial skill for almost all finance professionals as it gives us insight into profitability, operations, growth, an ...

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Accounting Principles and Standards Course Overview This course is designed to give some background on the fundamental accounting principles that underlie accounting standards and explore in more dept ...

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Advanced Excel training course overview Learn the most advanced formulas, functions and types of financial analysis to be an Excel power user. This advanced Excel training course builds on our free Ex ...

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Mergers and Acquisitions (M&A) Modeling Course Welcome to CFI's advanced financial modeling course on mergers and acquisitions (M&A).  This course is designed for professionals working in investment b ...

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This Advanced Fixed Income course will explore some more advanced topics within fixed income capital markets. This course will use more technical and mathematical concepts to teach you not only to und ...

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This Advanced Futures & Forwards course teaches the importance of basis, hedging, and trading with futures and forwards. You will learn about the factors influencing basis, as well as various componen ...

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Advanced Power BI Overview In this course, you’ll learn advanced techniques for Power BI that will help you create sleek and professional dashboards from start to finish. Over this course, you’ll be a ...

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Discover the pros and cons of various data modeling approaches in Tableau, including joins, relationships, and blends. Understand the conceptual differences between each data modeling approach Underst ...

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Simplify Tableau calculations by applying Level of Detail (LOD) expressions to practical business scenarios Solve real problems like Cohort Analysis, Order Frequency, and YoY calculations Use LODs to ...

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To meet the unique financing needs of agricultural producers, such as farmers and ranchers, lenders require a good understanding of the agriculture sector and industries involved. Although lending in ...

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Alternative Investments are one of the fastest-growing categories of investment products in the Wealth Management industry. From Hedge Funds to Commodities and Venture Capital, investors are looking t ...

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Kickstart your business or finance journey by unpacking how macro-level, industry-level, and firm-level characteristics can influence business decisions! Understand how growth drivers and business ris ...

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Build on your fixed-income fundamentals by diving deeper into government-issued debt, zero-coupon bonds, floaters, linkers, callables, and putables. Master government, agency, and sovereign/supranatio ...

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This course has example-filled lessons that are meant to help refresh your memory of concepts related to the time value of money and annuities. Apply time value of money concepts to retail banking and ...

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Understanding the key drivers of a business' growth is vital to determining the company's debt capacity and its ability to fulfill debt with its cash flows. This helps credit analysts make sound credi ...

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Learning how to assess the management team of a company is essential for understanding the growth strategy of the business and potential problems which may arise.  If you are considering a career as a ...

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Through this course, you will be able to have a conversation about Financial Markets – what they are, and the audiences that they serve - and delineate the three primary asset classes of Cash and Cash ...

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This Asset-Based Lending & Alternative Finance course dives into lending solutions for borrowers that don’t fit the target profile of a more traditional senior lender, like a commercial bank. Despite ...

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Auditing financial models is critical to ensure the models are error-free. This will instill confidence in stakeholders to use the model for important decision-making. This course helps learners under ...

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Banking Products and Services Course Overview In this Banking Products and Services course, we will give an overview of all the major products and services offered by banks around the world. This cour ...

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Bayesian methods give us an alternative way to think about probability, with applications in business decision-making. While traditional statistics requires us to observe a meaningful sample to inform ...

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Behavioral Finance Course Overview Behavioral finance is the study of the influence of psychology on the behavior of financial practitioners. In course, you will learn about the wide range of decision ...

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Financial budgeting course description This financial budgeting course will teach you about the entire budgeting process from start to finish, including how to create a disciplined culture of budgetin ...

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This course will show you how to use Macabacus to quickly create brand-compliant presentations in PowerPoint that are dynamically linked to Excel files.   Learn how to install and utilize Macabacus Po ...

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Robo-advisors have become more prominent in the financial services industry and may be quite attractive due to their lower management fees. In this course, we’ll start by guiding you through creating ...

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This business writing fundamentals course will show you the most effective way to communicate information. We will cover how to prepare, structure, and style your writing to improve the chances of get ...

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CapIQ (short for Capital IQ) is a market intelligence platform designed by Standard & Poor’s (S&P).  The platform is widely used in many areas of corporate finance, including investment banking, equit ...

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As corporate stakeholders demand that organizations reduce emissions to limit contributions to climate change, carbon markets have become more relevant than ever. It’s important to understand these ma ...

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This Careers in Commercial Banking course offers a comprehensive overview of the different roles and opportunities available in the commercial banking industry. You will learn about each role’s functi ...

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This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes their clients through. You will learn about the common milestones in life that ...

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Welcome to the most comprehensive Financial Statements in Power BI walkthrough ever. In this case study, you’ll practice your BI skills by taking on the role of a Business Intelligence Developer. You ...

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In this case study, you’ll take on the role of a Business Intelligence Analyst in an investment bank. The Sales and Trading team at CFI Capital Partners need you to develop customized dashboards to he ...

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In this Cash Flow Cycles and Analysis course, we look at how companies manage their cash flow. We will explore both the operating cash flow cycle and the investing cash flow cycle.  We use real-world ...

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Cash is king? Not when it comes to accrual information! Learn why cash-only information presents an incomplete picture for many users of financial data and how professionals work under such circumstan ...

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This course provides a comprehensive overview of classification problems, solutions, and interpretations along with walkthroughs of real-world scenarios. Classification problems are one of the most co ...

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Coaching a team and individuals in the workplace is an essential skill to achieving success, engaging your team, and creating a positive work environment. A leader who actively inspires their team to ...

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Commercial Banking – Debt Modeling Course Overview This course covers the key components of building a debt model that is commonly used by commercial banks in assessing a borrower’s cash flows and per ...

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This Commercial Mortgages course explores the elements that determine loan details for income-producing investment properties. Commercial mortgages are used to fund real estate investment ventures and ...

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Commodities Fundamentals Course Overview This course provides an in-depth overview of commodities trading in capital markets. We will introduce the key features of commodities and go over the major co ...

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As leaders, being able to make conscious choices about how we react and respond to situations and people is an important skill. The ability to communicate as a leader starts with listening, and recogn ...

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Learn how to perform a Comparable Valuation Analysis to help “triangulate” the value of a company, asset, or investment. This course covers both Comparable Trading valuation as well as Precedent Trans ...

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This completing a credit application course combines all of the concepts you have learned throughout CFI's Certified Banking and Credit Analyst Program. This course will show you how to combine the 5C ...

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Conducting a materiality assessment is the fundamental first step in implementing an ESG strategy. It provides the foundation for all company ESG efforts by determining what ESG issues present risks a ...

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Construction Finance Fundamentals Overview This Construction Finance Fundamentals course is the first course of a three-course series. It provides a preliminary understanding of the real estate develo ...

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This Construction Loan-in-Process course focuses on construction lending, primarily from a bank’s point of view. It is the third and final course in the three-part series, and should be taken after Co ...

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Convertible Bonds Course Overview This course provides a comprehensive overview of convertible bonds. Students will learn the benefits, risks, types, and issue process of convertible bonds. In additio ...

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Learn to skillfully turn your prospects into customers Discover needs and develop solutions using a proven process Turn your prospects into promoters and negotiate a win that everyone enjoys Close wit ...