TEXT
Corporate Finance Institute
Home page
CFI is a leading banking and finance training provider, trusted by 2 million professionals and firms globally. Online programs for financial planning & analysis, modeling, investment banking, credit analysis, capital markets, data analytics, fintech, and more.
Empowering Finance Leaders of Tomorrow
Comprehensive skills for individuals and teams, from fundamentals to advanced mastery.
Trusted by 2 Million+ Professionals and Leading Organizations<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Leading Organizations</span>
</span>
Equip Yourself and Your Teams<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Teams</span>
</span> for Peak Performance
Master In-Demand Skills
Hands-on learning that simulate the complexities of modern finance roles.
Learn Anywhere, Anytime
Learning that adapts to your schedule. For busy professionals & hybrid teams.
Upskill Teams<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Teams</span>
</span> at Scale
Fast-track new hire readiness, bridge skill gaps, and maximize training ROI.
#1 Rated for Online Finance Courses
Interactive and immersive training?
Very practical and easy to understand?
Prepares you with skills needed to actually perform financial analysis?
Covers all the topics from basics to advanced?
Updated as per the current industry standards?
The production quality is brilliant.?
Closes the gap between theoretical knowledge and practical skills?
Comprehensive Banking & Finance Skills for All Levels
From finance fundamentals to advanced deep-dives across hundreds of topics.
Each course offers video lessons, practical templates, interactive exercises, skill validation, and a certificate of completion.
Accounting, Modeling & Valuation
Business Intelligence & Data Science
Commercial Banking & Credit
Capital Markets & Asset Classes
Environmental Social & Governance
Financial Planning & Wealth Management
Leadership & Management Skills
Accounting, Modeling & Valuation
Business Intelligence & Data Science
Commercial Banking & Credit
Capital Markets & Asset Classes
Environmental Social & Governance
Financial Planning & Wealth Management
Leadership & Management Skills
Accounting Excel Financial Modeling Financial Planning & Analysis (FP&A) Macabacus Valuation
Select the Topic
Financial Planning & Analysis (FP&A)
Reading Financial Statements
Excel Fundamentals - Formulas for Finance
Corporate Finance Fundamentals
Math for Finance Professionals
Analyzing Growth Drivers & Business Risks
The Role of The FP&A Professional
Capital IQ Fundamentals
Financial Analysis Fundamentals
Introduction to 3-Statement Modeling
Introduction to Business Valuation
Accounting Principles and Standards
The depth and quality of our applied training is rooted in the extensive industry experience of our instructors.
And their passion for professional training ensures you'll grasp and retain every lesson.
Chief Content Officer
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.
VP, Leadership Skills
Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximize their personal and professional skills through teaching, facilitating and individual coaching.
VP, Commercial Credit & Banking
Kyle's background is in commercial banking, where he was responsible for originating and underwriting middle market credit transactions, as well as managing those client relationships.
VP, Financial Planning & Wealth Management
Meeyeon brings over 10 years of experience in investment banking, portfolio management, and corporate finance, as well as being an advisor for impact-focused venture capital. Passionate about mentoring, she now applies her extensive industry expertise to drive CFI's Financial Planning and Wealth Management curriculum.
VP, Business Intelligence & Data Analysis
Seb started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb's business intelligence skills were developed within the realities of real-world business requirements.
EVP, Financial Modeling
Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Prior to teaching, Duncan held senior equity research positions with top banks and brokerages.
VP, Capital Markets
Prior to joining CFI in 2019, Andrew retired in 2017 as Managing Director at Nomura Securities in Hong Kong<span itemscope itemtype="http://schema.org/Person">
<span itemprop="name">Hong Kong</span>
</span>, where he managed the fixed income sales efforts to Central Banks<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Central Banks</span>
</span> and Sovereign Wealth Funds<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Sovereign Wealth Funds</span>
</span> in the region. Prior to joining Nomura in 2011, he was the Head of Sales for Fixed Income, Commodity and Currencies for UBS AG in Hong Kong<span itemscope itemtype="http://schema.org/Person">
<span itemprop="name">Hong Kong</span>
</span>.
Director, Business Intelligence & Data Analyst
Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions.
Gabe obtained his CPA, CMA, from the CPA Alberta. He received both a Bachelor of Commerce and a Bachelor of Biochemistry from the University of Manitoba<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">University of Manitoba</span>
</span> in Winnipeg, Manitoba, Canada.
Chair of the Board<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Board</span>
</span>
Tim is the Chair of the Board of CFI<span itemscope itemtype="http://schema.org/Organization">
<span itemprop="name">Board of CFI</span>
</span> Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond<span itemscope itemtype="http://schema.org/Person">
<span itemprop="name">Tim Vipond</span>
</span> was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development.
VP, Financial Modeling
Prior to joining CFI, for over a decade Jeff Schmidt<span itemscope itemtype="http://schema.org/Person">
<span itemprop="name">Jeff Schmidt</span>
</span> taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world's largest corporations and financial institutions, as well as many of the most prestigious universities in the world.
Ryan started his finance career based in London working in asset management. He then moved to a corporate finance and capital markets training role, with these roles being based in Europe and then Asia, before joining CFI in 2023.
Gain Recognition Through CFI Certifications