CFI™ Marketplace

CFI has created a marketplace of custom-made business templates for financial analysts around the world.

CFI™ Marketplace is available for anyone to upload tools to share knowledge, or download and increase productivity.

IN THIS ARTICLE

Template(s) Order Check-Out

After you have identified the template you want to order, add this to your cart by clicking the “Add to Cart” button that can be found on the item’s card or page.

Once added to your cart, the button will say “View cart” instead. Click this to be taken to your cart. Alternatively, you can click the “My Cart” located at the top right corner of your screen to be taken to your cart.

From here, confirm your order and click “proceed to check out” and follow the instructions on the page to complete your order.

Downloading Template(s)

After ordering a template, this will be available to download on your account page. 

To access the downloads page, hover over your account bubble on the top right of your screen and click on “My Downloads”.

From here, click the download button next to the item that you want to download.

Vendor Account Information

When you register as a vendor, you are asked to submit a vendor name and a description of your company. CFI uses this description to determine what you are selling, as well as examine your professionalism, credibility, and trustworthiness as a vendor.

To ensure that your vendor account is approved, please include details in the description such as:

  •          What templates you will be selling
  •          The problems your templates aim to solve
  •          The skills you have
  •          Your professional experience
Templates Approval

CFI needs to review templates before they are published on CFI Marketplace to ensure that all templates posted meet our professional standards, guidelines and that they are free of any security threats.

Please allow 3-5 business days for us to process and publish your template. To ensure that your template is published properly, please refer to and follow our vendor guidelines for publishing templates.

Commission Payment

CFI pays all of its Marketplace vendors in United States Dollars (USD). By posting your templates on CFI Marketplace, you will be able to keep 80% of the revenue from the students and clients browsing and buying your templates.

CFI Marketplace vendors are paid through PayPal.  (Note: We are unable to make payments through other platforms. Please ensure that you are eligible to use and receive money transfers via PayPal in your country before registering as a vendor.)

Payments will be made by the first week of every month, and Paypal processing may take an additional 3-5 business days after the first week. If your payment has not shown up in your PayPal account after this period, please contact [email protected] for assistance.

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