Choosing the Best Pricing Plan

CFI's aim is to create plans that are accessible and convenient to all learners, no matter what industry they come from or what background they have. We get many questions about which subscription plan might benefit our learners most, so we made this guide to help you make the right decision. 

In this article, we will provide information regarding the following:

Subscription Options
Upgrade Flow
Subscription Plans Summary

Subscription Options ^

CFI currently offers two subscription plans to choose from: 

  • Self-Study Subscription
  • Full-Immersion Subscription
Subscription Options
Features Full-Immersion Self-Study
Financial Modeling & Valuation Analyst (FMVA)® certification program
Commercial Banking & Credit Analyst (CBCA)™ certification program
Capital Markets & Securities Analyst (CMSA)® certification program
Business Intelligence & Data Analyst (BIDA)™ certification program
Financial Planning and Wealth Management (FPWM)™ certification program
Commercial Real Estate Specialization
Environmental, Social & Governance Specialization
Data Analysis in Excel Specialization
Cryptocurrencies and Digital Assets Specialization
Business Essentials Bundle
Access to 100+ courses consisting of 5,000+ lessons
Hundreds of hours of practical, skills-based video learning
Excel, PPT, and PDF Files
Guided case studies
Hundreds of productivity templates
Quizzes, Assignments, and Tests
Digital Blockchain Verified Certificate
Macabacus Access (free ongoing access with active subscription) -
Capital IQ Access (2 months free trial) -
Refinitiv Workspace Access (3 months discounted access) -
Vertical IQ Access (6 months free access) -
Premium Email Support -
Model Review & Feedback -
Resume & Cover Letter Review -

Find more details on the Full-Immersion features here

The integrations may be useful for financial analysts who work in the financial industry and frequently perform analysis, handle sales documents, analyze financial data, review loan opportunities, etc. 

The difference between the Self-Study and Full-Immersion Subscription is the kind of support you will receive and the integrations access. You do not need any of these integrations to complete or be successful in any of CFI's programs. They are just extras and can largely benefit finance professionals. 

Aside from the integrations, the Full-Immersion Subscription also includes premium email support, tutoring, and more. You will have access to these options right from your dashboard. 

Want to Upgrade? ^

If you start with the Self-Study subscription and later find that the Full-Immersion features would benefit you, the upgrade option is available from your dashboard.

Find the upgrade button on the main dashboard page and complete the form. An email will be sent to the customer support team and your prorated fee will be calculated and communicated to you. Once you agree to the fee, you will be upgraded and instantly gain access to the Full-Immersion features.

Upgrading your subscription

Pricing ^

  • Self-Study Subscription: $497 USD per year
  • Full-Immersion Subscription: $847 USD per year

Please be advised that the $41.42 (or $70.58) displayed is the estimated monthly expense for the annual subscription pricing plan. This means you will be charged once for the entire year and won't be charged again until your subscription is due to renew.

As of the moment, we currently do not offer the option of a monthly subscription plan.

Your subscription plan (both Self-Study and Full-Immersion) includes digital blockchain certificates for each course and program and all final exam retakes.

Payments in some areas may include a sales tax. Sales tax will be listed on your checkout page.

If you do not wish to renew your subscription at the end of your billing cycle, you may cancel it from your CFI account profile settings. Once canceled, you won't be charged again and you will lose access to your CFI courses at the end of your billing cycle, so make sure you only do so once you're sure about it. 

All of the free digital certificates you achieve in training are going to be yours for life and they will never expire! Your training progress will also remain saved should you decide to cancel your training and re-enroll later.

CFI Subscription Plans Summary ^

If you're still unsure of which subscription plan is right for you, we'll go over a brief walk-through below. 

Self-study Subscription: Best for learners who want to take their time navigating through the self-paced courses and do not require tutoring. 

Full-Immersion Subscription: Best for learners who prefer to have integration features and tutors available for course content questions. 

Kindly note that our billing cycle runs on an annual basis. Your subscription plan will automatically renew on the same date every year.

If you have any further questions about our subscription plans, please visit our pricing page, and FAQ, or reach out to [email protected]