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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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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 ...

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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 ...

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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 ...

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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 ...

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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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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 ...

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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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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 ...

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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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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. ...

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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 ...

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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 ...

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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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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 ...

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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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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 ...

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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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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 ...

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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 ...