CFI for Teams Admin Toolkit

Welcome to CFI for Teams!

We’re delighted your organization has chosen to partner with CFI to elevate your team’s finance and banking skills.

This guide will walk you through the basics of configuring and managing your CFI for Teams account.

How-To Videos: 

• Add Learners & Managers 
• Create Groups
• Assign Learning Paths & Courses 
• Request Additional Licenses
• Run Reports 
• Review a Learner’s Profile

Learner Dashboard Overview to help users with “Administrator Only” permissions understand the Learner experience.

Helpful Articles: 

• Switching between Administrator/Learner View
• The Benefits of Using Groups
• Overview of the Reporting Suite