Learning Dashboard Walkthrough

Welcome to CFI! We're happy to have you on board and look forward to being a part of your education.

Having said that, it's time to get familiar with your learner dashboard!

In this article, we will introduce you to the sections and features of your CFI Learner Dashboard:

  • Dashboard - includes an overview of the certification programs available, as well as the option to view the list of prep, core, and elective courses
  • Catalog - here you will find the list of all the courses we offer, the courses you are currently on, as well as the courses/programs you have already completed
  • Resources - take some of our skills assessments to check for your readiness. This section also includes additional case studies and premium templates for Full Immersion learners
  • Premium Support - view available resources that we offer that we believe will help you succeed as a financial analyst 
  • Help Center - Full Immersion learners can request their free trial access to the system integration included in their bundle
  • CFI Website - view our Help Center articles and find answers to the most frequently asked questions. This section also includes access to premium email support with our Program Specialists - an exclusive feature for Full Immersion learners
  • CFI for Teams - view our Help Center articles and find answers to the most frequently asked questions. This section also includes access to premium email support with our Program Specialists - an exclusive feature for Full Immersion learners
  • Follow CFI on LinkedIn - view our Help Center articles and find answers to the most frequently asked questions. This section also includes access to premium email support with our Program Specialists - an exclusive feature for Full Immersion learners
  • My Account - view our Help Center articles and find answers to the most frequently asked questions. This section also includes access to premium email support with our Program Specialists - an exclusive feature for Full Immersion learners

Dashboard ^

My Homepage

Your dashboard section is the first page you will land on upon successful login. Your dashboard gives you a quick view of the programs and specialization bundles you are enrolled in, newly launched courses, your achievements, engagements, as well as additional resources.

My Learning History

This section shows the courses you're currently taking for quick access.

Saved Courses & Notes

Here you can find your saved courses and notes.

My Transcripts & Certificates

This section provides a list of all courses you have successfully completed, the assessment score you got, the date you completed the course, the number of attempts, and the link to your digital certificate of completion, as well as certificates to claim CPE credits. 

You can filter the certificates by course name, certification, specialization, and learning path. You can also download your transcript here: just click on 'Download Transcript' in the upper-right section


Catalog ^

Courses, Certifications, and Specializations

This section includes the list of all the courses that we currently offer. You can filter this by course name, certification, or specialization.

From the courses view, you can sort the courses according to Topic, Program, Level of Difficulty, Learning Status, Free or Paid, and by CPE Eligibility. Just click on Start/Resume Course to proceed with your training.

Note: If you have already completed the course and would like to retake it, you can do so by clicking on the course name and clicking 'Resume Course'


Resources ^

CFI offers resources to help you grow in your career and everyday life.

Templates

Learners enrolled in the Self-Study and Full Immersion subscription can take advantage of exclusive templates.

These templates are relevant to the FMVA program, and you can also save them on your computer for personal and professional use.

Find more information on templates here.

Finance Tools

The finance tools provide additional support for your training. Discover the partnership deals that can make your training more effective. 

The integrations such as Macabacus, etc. are available to Full-Immersion learners. You can read more about the integrations here.

Practice Labs

We have created case studies to help put learning into practice by working through our database of guided case studies. This section includes the list of all available case studies available per program. just click on 'Start Learning'.

Skills Assessments

This section includes a couple of assessments we have created to check your skill level in each subject category to help test how ready you are for CFI's courses and programs. These are great to take before a final exam as well.

What's New

Our dashboard and courses are consistently changing to keep up with industry standards and to improve user experience. The What's New tab can give you a rundown of the recent changes so you can stay up to date.


Premium Support ^

*This section is only accessible to learners who are enrolled in the Full Immersion bundle .*This section includes available resources to help you succeed as a financial analyst. 

Ask a Question

Have a course-related question? Use the form to submit your question.

To ensure we answer your question most accurately, please indicate course name, module, lesson, video timestamp, and be clear and specific with your question. Here are some examples of clear questions:

  • In the Business Valuation Modeling Part I course, module "Weighted Average Cost of Capital (WACC)" video "WACC Formula", at time 0:20 the instructor refers Kd to the after tax cost of debt. Is the cost of debt essentially the same as the interest rate on the debt?
  • Course: Financial Analysis Fundamentals. Spreadsheet: Efficiency ratio solution. Row 86. Working Capital Funding Gap. The figures are less than 0, so negative. What does this mean?
  • Video: Completing the supporting schedules in Course Advanced Modelling and Valuation - I’m getting lost by the machinations, so apologies if this answer is from the left-field: Why are we using Goal Seek, when the result in line item #179 is the difference between Closing balance and the PP&E on the Balance Sheet?

Due to the high volume of questions, our average response time can be up to 24 hours.

You can submit up to 5 questions per week.

Financial Model Feedback

We provide feedback on your CFI coursework-related financial models! Please complete the fields below and one of our qualified in-house financial analysts will respond via email within 3-4 working days.

CV & Cover Letter Feedback

You can obtain a comprehensive review of your résumé from one of our in-house financial analysts. Just fill in the required fields for this section and receive honest feedback on your skills and expertise from experts that know the industry. 


Help Center ^

This section provides a direct link to our Help Center Library with up-to-date articles on our frequently asked questions, learning basics, billing and subscription information, certification and course information, and more!


CFI Website ^

Get the real-world skills to excel in your career with accredited online courses, in-demand certifications, and productivity-boosting tools and resources.


CFI for Teams ^

Empower your employees with the certifications, training, and productivity tools they need—and the learning experience they want—to do their best work.


Follow CFI on LinkedIn ^

Follow CFI Profile on LinkedIn to be updated on our latest announcements, course updates, and news.


My Account ^

Profile

This section lets you update your account information and edit billing and password settings.

Night Mode

You can enable night mode to ease reading and watching lessons when studying in a dark area.

Inbox

Login details to integrations will be found in your CFI inbox. Look for the little mail icon on the top of your dashboard page.

Logout

Logging out of your account will keep it safe. If you forget your login details, you can follow this guide for signing in to your dashboard.