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 membership 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:

Membership Options
Upgrade Flow
Pricing
Membership Plans Summary


Membership Options ^

CFI currently offers two membership plans to choose from: 

  • Single Program Membership
  • Self-Study Membership
  • Full-Immersion Membership

Features Full-Immersion Self-Study Single Program
Financial Modeling & Valuation Analyst (FMVA)® certification program If selected
Commercial Banking & Credit Analyst (CBCA)™ certification program If selected
Capital Markets & Securities Analyst (CMSA)® certification program If selected
Business Intelligence & Data Analyst (BIDA)™ certification program If selected
Financial Planning and Wealth Management (FPWM)™ certification program If selected
Commercial Real Estate Specialization If selected
Environmental, Social & Governance Specialization If selected
Data Analysis in Excel Specialization If selected
Data Science Specialization If selected
Cryptocurrencies and Digital Assets Specialization If selected
Business Intelligence Analyst Specialization If selected
Macabacus Specialist Bundle If selected
Leadership Effectiveness Bundle If selected
180+ on-demand courses with 5,000+ lessons -
NEW: Members-only online community
Templates library
Quizzes, assessments, and case studies
Digital blockchain-verified Certificates
Exclusive access to Fin, CFI’s AI-powered chatbot integrated with your course experience - -
Ask an Expert: CFI's 1-on-1 guidance - -
Personalized financial model feedback  - -
CV and cover letter reviews - -
Premium Templates and models  - -
Exclusive Full-Immersion members-only deals - -
FREE Macabacus subscription ($300/year value) - -

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 key difference between these two membership plans lies in the level of support you'll receive and the added value of discounted or free access to third-party finance tools. It's crucial to note that these finance tools are entirely optional, and none of them are required for your success in any of our CFI programs. However, they do offer substantial benefits to finance professionals.


Aside from the third-party finance tools, the Full Immersion membership includes features such as premium email support, personalized tutoring, and more. You can conveniently access these options directly from your dashboard.


Want to Upgrade? ^

If you start with the Self-Study membership 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 our 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 ^

  • Single Program Membership: $497 USD per year
  • Self-Study Membership: $597 USD per year
  • Full-Immersion Membership: $847 USD per year

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

Your subscription plan 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 membership plan 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 Membership Plans Summary ^

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

Single Program Membership: Best for learners who only want to focus on one certification program or specialization,

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

Full-Immersion Membership: 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 membership 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]