CFI Programs and Bundles
We aim to help you become a world-class financial analyst through our Certification Programs and Specializations designed to give you practical skills, templates, and tools to move up the finance ladder.
We pick up where business school leaves off to teach you on-the-job aspects of:
- Corporate Finance
- Investment Banking
- Corporate Development
- Financial Planning and Analysis (FP&A)
- Treasury
- Accounting, and more
In this article, you can learn more about:
Certification Programs ^
| Program Name |
Area of Focus |
Career Path |
| Financial Modeling & Valuation Analyst (FMVA)® |
- Financial Modeling
- Valuation
- Financial Analysis
- Presentations
- Budgeting & Forecasting
- Industry Analysis
- Dashboards & Visualization
|
- Financial Analyst
- Corporate Finance
- Valuators
- FP&A
- Sell-Side
- Mergers and Acquisitions
- Private Equity
|
| Commercial Banking and & Credit Analyst (CBCA)® |
- Credit Analysis
- Risk Assessment
- Management Analysis
- Industry Analysis
- Credit Evaluation, Documentation, and Procedures
|
- Credit Analyst
- Business Banking
- Commercial Banking
- Corporate Banking
- Real Estate Lending
|
| Capital Markets & Securities Analyst (CMSA®) |
- Security Pricing & Valuation
- Technical Analysis
- Trading Strategies
|
- Sales & Trading
- Asset Management
- Wealth Management
- Treasury
- Risk Management
- Research
|
| Business Intelligence & Data Analyst (BIDA™) |
- Exploratory Data Analysis (EDA)
- Data Visualization
- Data Science &
- Machine Learning
- Python
- Power BI, Query, VB
|
- Quantitative Analyst
- Business Intelligence
- Data Analyst
- Risk Manager
|
| Financial Planning & Wealth Management (FPWM) |
- Financial Planning
- Practice Management
- Business Development
- Relationship Management
- Investment Management
|
- Private Banker
- Investment Advisor
- Financial Planner
- Portfolio Manager, Retail
|
Specialization Bundles ^
| Specialization Name |
Area of Focus |
Career Path |
| Commercial Real Estate Finance (CREF) |
- Lending
- Financial Modeling
- Construction Finance
- Environmental Due Diligence
- Lease & Rent Roll Analysis
|
- Credit Analyst
- Commercial Bankers
- Adjudicator
- Brokers
- Private Real Estate Lenders
|
| Environmental, Social & Governance (ESG) Specialization |
- ESG Analysis
- ESG Integration
- ESG Investing
- ESG & Business Intelligence
|
- Credit Analyst
- Corporate Development
- Management Consulting
- Asset Management
- Research
|
| Data Analysis in Excel Specialization (DAE) |
- Data Modelling & Analysis
- Data Transformation
- Data Visualization
|
- Business Intelligence Specialist
- Data Analyst
- Data Scientist
- Finance Analyst
|
| Business Intelligence Analyst Specialization (BIA) |
- Data Transformation & Automation
- Data Visualization
- Coding
- Data Modelling
|
- Business Intelligence Specialist
- Data Analyst
- Finance Analyst
- Data Scientist
|
| Macabacus Specialization |
- Configuration of Key Macabacus Settings
- Format & Present a Financial Model
- Financial Model Auditing
- Modular Model Building
- Reliable Linking to PowerPoint and Word
|
- Valuation
- Private Equity
- Investment Banking
- Equity Research
- Financial Planning & Analysis
|
| Cryptocurrencies & Digital Assets Specialist (CDA) |
- Purpose of Cryptocurrencies
- Technical Understanding of Digital Assets
- Cryptocurrency Analysis
|
- Blockchain Product Manager
- DeFi Analyst
- Crypto Fundraiser
- Crypto Fund Investment Manager
- Tokenomics Specialist
|
| Leadership Effectiveness Certificate Program (LEC) |
- Challenging Situations, Conversations, and Change
- Relationships and Teams
- Communication, Engagement, and Coaching
- Self-Awareness and Influence
|
|
| Business Essentials Certificate (BE) |
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Business Communication
- Business Communication
- Data Visualization
- Strategy
- Ethics
|
- Consulting and Advisory Skills
- Relationship Management Skills
- Sales Skills
- People Management Skills
- Business Analysis Skills
|
You can also visit this link for a more detailed comparison of our certification programs