Role-Based Learning Paths
CFI's Role-Based Learning Paths are tailored courses to enhance your skills in specific finance and banking roles. From sell-side and buy-side firms to FP&A and wealth management, these paths cover over 20 roles, each curated to address the unique needs of each position.
Without a final exam and with a verified certificate upon completion, you'll efficiently master your chosen domain. Perfect for anyone looking to advance their career, these paths offer a direct route to becoming a role-ready expert in the finance industry.
A paid CFI subscription is required to learn more about what's included with each CFI's role-based learning path. Click here to review and select the subscription that best suits your needs!
If you're already a CFI member, ensure you're logged in, then simply follow the links below to see details about each role-based path.
CFI offers tailored, role-based education paths in the following areas:
- Business Intelligence
- Buy-Side Derivatives Risk
- Buy-Side Equity Execution Trader
- Buy-Side Fixed Income Researcher
- Commercial Credit Analyst
- Commercial Real Estate Lender
- Commercial Relationship Manager
- Data Science Analyst
- Equity Researcher
- Financial Planner
- Hedge Fund
- Investment Advisor
- Investment Banker (Advisory)
- Investment Banker (DCM)
- Investment Banker (ECM)
- Onboarding - L&D
- Sell-Side Equity Sales-Trader
- Sell-Side Fixed Income Credit Sales
- Sell-Side FX Trader
- Small Business Banker