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 StreetVancouver, British Columbia
V6G 3B7
Canada
Contact Sponsor
NASBA Approved providers:
- National Registry
Registry ID:
139079Approved Delivery Method:
- QAS Self Study
We're sorry, but we couldn't find any results that match your search criteria. Please try again with different keywords or filters.
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- less than 1
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
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 ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As the field of cryptocurrencies and decentralized finance continues to develop rapidly, this course looks to explain other critical digital assets in great detail with specific case studies and deep ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 5 - 8 credits
Description:
Machine learning models rely on good data to produce meaningful insights. For that reason, data prep is one of the most critical skills for machine learning. In this course, you’ll learn how to impor ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
Options play a crucial role in financial markets by offering unique ways to manage risk and make profits. In this course, we will teach you how to break down options payoff diagrams into their single ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
ESG policies are a critical component of a company’s ESG efforts and overall performance. Why? Because they set the stage for their approach to addressing issues. We start this practice lab by differ ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this Digital Banking Fundamentals course, we dive into the innovative world of modern banking services. In today’s fast-paced financial landscape, embracing digital banking is not just a convenienc ...Delivery Method:
- QAS Self Study
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Field of Study:
- Economics
Credit Hours:
- 1 - 4 credits
Description:
This course will answer the question that is most often asked when it comes to learning economics: where do I start? In this course, you will learn about key economic indicators, the business cycle, a ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Effective writing is one of the most powerful skills misunderstood as a skill people are either born with or without, have or don’t have. The reality is that it is the perfect opposite: like any other ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Choosing the right equity model for your clients is crucial in wealth management. In the “Equity Allocation for Wealth Management” course by CFI, you will learn about the essential foundations of equi ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- less than 1
Description:
In this course, with the help of Amplify Trading, we will explore how securities are traded and how orders are executed. We will also see who the market participants are, what spreads are, learn tradi ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Excel Fundamentals – Formulas for Finance Overview Excel is a sophisticated piece of software, and it can be overwhelming to look through and work with the many available features. CFI’s “Excel Funda ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will show you how to use Macabacus to quickly format a financial model to the highest possible industry standards. Understand key design principles used in financial modeling formatting. ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This case study takes you deep into Excel data analysis through seven challenges. Each challenge has different tasks that progressively increase in difficulty. It’s a hands-on way to practice your Exc ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
As well as increasing staff morale, feedback helps us learn more about ourselves, our strengths and weaknesses, our behaviors, and how our actions affect others. It also increases our self-awareness a ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Difficult conversations and managing conflict are crucial components of healthy relationships and effective communication. They provide opportunities to address and resolve issues and prevent larger p ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
DAX is essential for working with data and data models in Excel and Power BI. Many analysts start building complex DAX formulas, without a solid grounding in DAX basics, context manipulation, and time ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
The three-statement financial model forms the foundation on which almost all other types of models and analyses are built, and creating one is a crucial skill for many finance professionals. In this c ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 5 - 8 credits
Description:
Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Valuation is the art and science of attributing value to an asset, inv ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
A 2022 report by Deloitte called “The Turning Point: A new economic climate in the United States” forecast that inaction on climate change could cost the US economy $14.5 trillion over the next 50 yea ...Delivery Method:
- QAS Self Study
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Introduction to Financial Planning and Wealth Management: Industry and Careers
Corporate Finance InstituteField of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Understanding the wealth management and financial planning industry, the career paths available, and what skills are typically associated with success in each path can help you spend your time wisely ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
FinTech, or financial technology, is disrupting the traditional financial services industry. It is changing the way financial services are provided, making them more efficient and cost-effective, and ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
InsurTech, or insurance technology, is disrupting the traditional insurance industry by leveraging technology to make the insurance process more efficient and cost-effective. In this course, we’ll fir ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
Today’s financial services organizations face a complex web of interconnected risks, which must be managed and mitigated to protect the company, its customers, and the ongoing stability of the global ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This Leading High-Performing Teams course will help you to diagnose and understand the different challenges facing teams and what you, as a leader, can do to support them. In this course, we will expl ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Leading with Emotional Intelligence and Self-Awareness is essential to achieving success and creating a positive work environment. A leader who actively engages with their team, demonstrating strong s ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
This course can help you efficiently configure Macabacus settings to help you get started with the software very quickly. Upload CFI settings used in our Modeling Guidelines and Financial Models. Conf ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Client discovery is the meeting in which an advisor presents themselves formally in a professional setting, likely for the very first time. Advisors invest time in networking and prospecting, and when ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
This course will show you how to use Macabacus Libraries to publish and insert financial model schedules. Learn how to think in a modular fashion with regards to financial model design and construct ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Networking, prospecting, and converting leads together is a cyclical and continuous process that financial advisors need to establish and master to build and grow a successful business. This cours ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Discover the pivotal world of payment technology – a driving force in today’s digital economy. As transactions continue to evolve, understanding the intricacies of payment methods and their security i ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
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 needs you to develop a customized Power BI repo ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
Test your Power Query problem-solving skills with this short challenge-based case study. From easy table manipulations, through to more complex challenges that require dynamic solutions, this case stu ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
In this course, we focus on valuing options using three pricing models: Black-Scholes, binomial, and the Monte Carlo simulation. Starting with the Black-Scholes model, we break it down and simplify th ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this case study, you’ll be placed into the role of a data analyst at a clothing retail company. You’ll be helping them to understand their sales patterns, transactions, and information about their ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
You’ve recently joined World Wide Importers as a Business Intelligence Analyst. They are a novelty goods distributor and are keen to get you involved in helping make some key business decisions. You’l ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this course, you’ll act as a data visualization analyst for Calwest E-commerce. In that role, you’ll be fulfilling a set of business requirements to build several visuals and dashboards in Tableau. ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Credit Hours:
- 1 - 4 credits
Description:
It’s an exciting time to be in a financial planning and analysis (FP&A) role as it is one of the most important and rapidly evolving corporate finance functions. Our course objectives are as follows: ...Delivery Method:
- QAS Self Study
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Field of Study:
- Specialized Knowledge
Credit Hours:
- 1 - 4 credits
Description:
In this WealthTech Fundamentals course, we unravel the world of money management and technology. Ever wondered how technology is transforming how we handle wealth? Join us to discover the power and im ...Delivery Method:
- QAS Self Study
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Field of Study:
- Finance
Description:
Learn how options can be used and combined with the underlying asset to hedge or trade a view on market direction and volatility. Learn how to combine options and the underlying asset Explore various ...Program Level:
AdvancedDelivery Method:
- QAS Self Study
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Field of Study:
- Finance
Description:
Private Banking Course Overview Private banking services present many unique opportunities for a financial institution and its clientele. This Private Banking course examines what the role of a privat ...Program Level:
IntermediateDelivery Method:
- QAS Self Study
201 Results
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CFI’s Capital Markets & Securities Analyst (CMSA)® Certification Program covers the most critical knowledge and skills required to become a world-class capital markets analyst including equities, fixed income, foreign exchange, commodities, and derivatives. This CMSA® certification program is the bridge between where you are now and where you want to be – from a beginner to an experienced world-class financial analyst with the confidence, and skills to match.
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CFI’s Certified Banking & Credit Analyst (CBCA)™ Program covers the most critical knowledge and skills required to become a skilled credit analyst including accounting, industry analysis, business analysis, management assessment, financial analysis, loan security, credit evaluation and documentation, and review procedures. This credit analyst certification will help you hit the ground running, or move up the ladder as a world-class financial analyst.
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CFI is a world-leading provider of online financial analyst certification and training programs and the FMVA® designation. CFI’s financial modeling courses, programs, and certifications have been delivered to tens of thousands of individuals around the world to help them become world-class financial analysts. This financial analyst certification program begins where business school ends to teach you job-based skills for corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), and accounting.
3 Results
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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
1 Results