Downloadable Templates

CFI offers access to hundreds of downloadable Excel files and PDF guides designed to be real-world tools you can use on the job. Each Template is prebuilt with sample data and formulas.

About Templates

Search, filter, and download all Templates right from your dashboard. Templates are also integrated into many of our courses. When you take a course on a topic of interest, there's a good chance you will gain hands-on experience with a Template and learn how to use it.

What templates are included in my subscription?

  • Many of our templates are available for free. Sign up for a free account with us to start exploring today!
  • A Self-Study subscription provides access to all our standard templates plus anything offered for free.
  • Full-Immersion learners can choose from any and all of our templates, from our free, basic selection to our more in-depth, premium collection.

How do I find a specific template?

  • From your dashboard, you can search by keyword, topic, difficulty, or subscription type. If you're a Full-Immersion learner looking for an easy way to see just the Premium template included with your subscription, you'll want to filter to "Full-Immersion" on the "Available for" dropdown menu.

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