Corporate Finance Institute Unclaimed

Gain essential skills in financial modeling and valuation for a successful finance career.

Achieve FP&A excellence with the globally recognized FPAP certification.

Enhance your career with skills essential for commercial banking and credit analysis.

Develop essential capital markets skills and enhance your career opportunities in finance.

Gain essential skills in data analysis and visualization to enhance decision-making in finance.

Gain Advanced Skills in Wealth Management and Financial Planning.

Master emerging technologies in finance to unlock new career opportunities and increase earning potential.

Empower finance teams with standardized skills, improved decision-making, and enhanced performance through CFI's tailored training solutions.

Enhance academic finance education with practical, accredited training for students.

Empower organizations through scalable finance training partnerships worldwide.

Financial modeling, forecasting, scenario analysis and formal valuation services to support fundraising, strategic planning and transaction decision-making.

Capabilities for budgeting, forecasting, financial modeling, KPI reporting, and strategic decision support to align operational plans with long-term strategy.

Applied training in underwriting, loan structuring, credit risk assessment, and quantitative credit analysis for commercial lenders and credit teams.

Curricula that cover multi‑asset valuation, trading operations, derivatives, fixed income, FX, market structures, and risk management for capital markets professionals.

ETL, data warehouse implementation, analytics, and dashboarding that centralize financial and operational data to enable real-time KPIs and data-driven decision-making.

FMVA® Financial Modeling & Valuation Analyst Certification

FMVA® is a certification program by CFI that builds core financial modeling and valuation skills for careers in investment banking, corporate finance, private equity, corporate development, and FP&A. The program covers integrated 3-statement modeling, valuation methods including DCF, forecasting, scenario analysis, and Excel data visualizations.

• Build Integrated Financial Models
  Learn to create comprehensive financial models that link all three financial statements, essential for evaluating a company's financial health.
• Master Financial Analysis
  Equip yourself with critical finance skills essential for advanced roles in financial analysis and decision making.
• Conduct Accurate Business Valuations
  Gain proficiency in DCF and other methodologies to effectively evaluate a company's worth.
• Enhance Career Opportunities
  Signify your skills and credibility in finance with a credential respected across the industry.
• Visualize Financial Data
  Enhance your analysis by effectively presenting data visually, aiding communication with stakeholders.
• Apply Knowledge Practically
  Experience practical case studies that prepare you for actual finance tasks and challenges.
• Predict Future Financial Performance
  Develop techniques to anticipate future financial trends and prepare detailed forecasts.
• Evaluate Different Financial Outcomes
  Learn to analyze various business scenarios to aid in strategic decision-making.

FPAP Certification (Financial Planning & Analysis Professional)

FPAP Certification builds technical and communication skills for FP&A professionals, covering Excel & financial modeling, accounting & performance analysis, qualitative business analysis, credit analysis, stakeholder management, and data visualization.

• Master Excel Models
  Develop advanced Excel skills to create dynamic financial models that enhance assessment accuracy and decision-making.
• Understand Financial Statements
  Gain a comprehensive understanding of financial statements to evaluate organizational performance effectively.
• Assess Creditworthiness
  Learn techniques to analyze and assess the creditworthiness of clients and counterparties.
• Create Impactful Dashboards
  Utilize data visualization tools to present financial data in a compelling manner that enhances stakeholder understanding.
• Evaluate Business Drivers
  Understand key qualitative drivers that may influence financial outcomes to provide insightful analysis.
• Enhance Stakeholder Engagement
  Develop skills to effectively communicate financial insights and recommendations to stakeholders.

CBCA® Commercial Banking & Credit Analyst Certification

CBCA® Certification equips professionals with practical underwriting, loan structuring, credit analysis, and risk assessment skills for commercial banking and lending roles, supported by financial modeling and quantitative analysis.

• Evaluate Borrower Creditworthiness
  Develop skills to determine the credit risk associated with potential borrowers.
• Master Underwriting Skills
  Gain essential knowledge needed to execute sound underwriting practices in lending.
• Mitigate Potential Risks
  Learn techniques to assess and mitigate risks in credit lending decisions.
• Create Accurate Lending Models
  Build financial models that reflect real-world banking scenarios to support lending decisions.
• Engage In Extensive Learning
  Utilize a comprehensive set of courses specifically designed for aspiring credit analysts.
• Enhance Understanding Of Financial Statements
  Gain foundational knowledge necessary for effective credit analysis and loan structuring.
• Comprehend Loan Mechanics
  Grasp how different loan structures and pricing strategies underpin commercial lending.
• Analyze Management Effectiveness
  Develop skills to assess how business dynamics impact credit risk and opportunities.

CMSA® Certification (Capital Markets & Securities Analyst)

CMSA® Certification builds capital markets knowledge and skills for analyzing securities, markets, and trading operations across asset classes, including equities, fixed income, derivatives, commodities, and FX.

• Master Derivatives Concepts
  Learn about options, futures, and swap contracts to hedge risk and manage portfolios.
• Evaluate Equity Investments
  Develop skills to assess stocks and create investment strategies relevant to equity securities.
• Implement Risk Management Techniques
  Gain insights on identifying, measuring, and mitigating risks in capital markets.
• Conduct Comprehensive Valuation
  Learn various valuation methods applicable to different financial instruments.
• Understand Commodities Trading
  Gain insights into trading strategies, pricing, and overall market behavior of commodities.
• Analyze Fixed Income Securities
  Understand various fixed-income products and their risk-return profiles.
• Utilize Foreign Exchange Strategies
  Learn to analyze currency markets and manage foreign exchange risks.
• Optimize Trade Operations
  Explore the entire trading life cycle, including execution and settlement.

BIDA® Certification (Business Intelligence & Data Analyst)

BIDA® Certification equips finance professionals with data transformation, automation, visualization, data modeling, coding, predictive analysis, and statistics to drive data-informed decision making.

• Derive Actionable Insights
  Utilize business intelligence methods to analyze data trends and support informed decision-making.
• Visualize Critical Data Insights
  Develop compelling visualizations to communicate complex data findings effectively to stakeholders.
• Create Effective Data Models
  Design data models that streamline the interpretation and usage of complex datasets.
• Streamline Data Processes
  Automate repetitive tasks and transform data efficiently using industry-standard tools.
• Forecast Future Trends
  Use predictive analytics to anticipate future events and guide strategic decisions.
• Enhance Programming Skills
  Learn coding languages critical for automating data workflows and improving analysis accuracy.
• Apply Statistical Techniques
  Employ statistical analysis to validate insights and enhance data-driven decision-making.

FPWMP® Certification (Financial Planning & Wealth Management Professional)

FPWMP® Certification equips wealth managers with advanced skills in risk management, capital markets, asset management, stakeholder engagement, and portfolio strategies to serve clients more effectively.

• Manage Client Portfolios
  Learn to optimize asset allocation and strategy for wealth creation.
• Assess and Mitigate Risks
  Develop strategies to protect client assets from various risks.
• Master Capital Market Strategies
  Analyze market trends and integrate capital markets effectively in financial planning.
• Optimize Equity Strategies
  Build tailored equity strategies for client portfolios.
• Enhance Stakeholder Engagement
  Transform client relationships through effective communication and engagement.
• Leverage Economic Context
  Incorporate macroeconomic factors for informed investment decisions.
• Utilize Fixed-Income Instruments
  Learn to balance portfolios with fixed-income assets for security.
• Gain Commodities Knowledge
  Understand how commodities affect portfolio performance and hedge risks.

FTIP® Certification (FinTech Industry Professional)

FTIP® Certification focuses on financial technology fundamentals and how fintech, crypto, blockchain, data science, and machine learning are transforming financial services, payments, InsurTech, and WealthTech.

• Master Fintech Principles
  Build a strong foundation in financial technology, covering all essential concepts and industry trends.
• Explore Blockchain Applications
  Gain insights into how blockchain technology is revolutionizing the financial industry by providing secure, decentralized solutions.
• Understand Digital Assets
  Study the fundamentals of cryptocurrency, its impact on the economy, and how to navigate the evolving landscape of digital assets.
• Apply Data Science Concepts
  Utilize data analytics and visualization tools to analyze financial data and improve decision-making in fintech.
• Explore WealthTech Innovations
  Discover how technology is transforming wealth management, making it more accessible and personalized for users.
• Utilize Machine Learning Techniques
  Learn how to apply advanced algorithms to predict financial trends and automate processes within financial markets.
• Explore InsurTech Solutions
  Delve into how technology is reshaping the insurance industry and enhancing customer experience.
• Understand Payment Systems
  Gain knowledge of traditional and innovative payment systems that enhance finance transaction efficiency.

CFI For Teams

CFI For Teams is a team training platform that enables organizations to deploy CFI content at scale, with access to the full catalog, custom learning paths, and administrative controls for tracking progress and managing licenses.

• Comprehensive Learning Resources
  Empower teams with diverse courses and certifications to enhance their practical finance skills.
• Enhance Professional Credibility
  Boost team members' profiles with recognized credentials that can improve career opportunities.
• Streamline Management Processes
  Monitor progress, manage users, and generate reports efficiently to enhance team performance.
• Support Organizational Growth
  Easily expand learning programs as the organization grows, ensuring consistent training standards.
• Personalize Learning Experience
  Adapt training to align with specific team needs, skill levels, and objectives for optimal outcomes.
• Enhance Accountability
  Keep track of learner progress to ensure goals are met and identify areas for improvement.
• Simplify Team Management
  Facilitate easier onboarding and management of licenses for large groups, promoting efficiency.

CFI University Partnerships

CFI partners with universities to complement academic instruction with practical, job-ready finance training. The program is NASBA/HLC/Walbrook-accredited and supports flexible integration, cohort management, and outcomes for programs and students.

• Earn Nationally Recognized Credentials
  Students gain industry-recognized certifications that are valued across the finance sector.
• Build Real-World Finance Skills
  Courses focus on practical skills that prepare students for real-world finance roles.
• Track Success Rates
  Universities report better job placement and student confidence post-training.
• Enhance Employability With Certifications
  Accreditations like FMVA® provide competitive advantages in the job market.
• Empower Financial Education
  Work with academic institutions to deliver relevant finance skills training.
• Track Learning Outcomes Effectively
  Universities can manage and support student engagement and achievement efficiently.
• Seamless Curriculum Integration
  Courses can be used as core material or supplementary content to enhance existing programs.

CFI Partnerships

CFI partnerships with organizations to bring high-quality, scalable finance training to large groups, including collaborations like the ALX program that expand reach and credibility across a global workforce.

• Implement Large-Scale Training
  Empowers organizations to upskill large groups efficiently with structured finance training.
• Access Global Network
  Enhance brand visibility and influence across international markets via CFI's established networks.
• Co-Develop Programs
  Engage in joint initiatives to create tailored training solutions that fit specific industry needs.
• Join Affiliate Network
  Collaborate with CFI to offer exclusive discounts and share their globally recognized certifications.
• Streamlined Partnership Process
  Facilitates quick and efficient communications for organizations interested in collaboration.