hero image

Drive Your Career in Finance and Banking

Accredited online courses, industry-recognized certifications, and productivity-boosting tools and resources.

Start With 20+ Free Courses

or join using
By continuing you accept the Terms of Use and Privacy Policy.

Trusted by leading banks, financial institutions, and organizations

“CFI closes the gap between theoretical knowledge learned in college and practical skills that employers are looking for.”

Joseph Cozzolino, Financial Solutions Advisor at Merrill Lynch

Learn from Experienced Finance Professionals

With extensive industry experience and a passion for teaching, our instructors craft high-quality content that's engaging and immediately applicable. They use proven adult-learning techniques to ensure you grasp and retain every lesson.
Scott Powell
Chief Content Officer
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.
Helen Wale
VP, Leadership Skills
Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximize their personal and professional skills through teaching, facilitating and individual coaching.
Kyle Peterdy
VP, Commercial Credit & Banking
Kyle’s background is in commercial banking, where he was responsible for originating and underwriting middle market credit transactions, as well as managing those client relationships.
Meeyeon Park
VP, Financial Planning & Wealth Management
Meeyeon brings over 10 years of experience in investment banking, portfolio management, and corporate finance, as well as being an advisor for impact-focused venture capital. Passionate about mentoring, she now applies her extensive industry expertise to drive CFI's Financial Planning and Wealth Management curriculum.
Sebastian Taylor
VP, Business Intelligence & Data Analysis
Seb started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb’s business intelligence skills were developed within the realities of real-world business requirements.
Duncan McKeen
EVP, Financial Modeling
Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Prior to teaching, Duncan held senior equity research positions with top banks and brokerages.
Andrew Loo
VP, Capital Markets
Prior to joining CFI in 2019, Andrew retired in 2017 as Managing Director at Nomura Securities in Hong Kong, where he managed the fixed income sales efforts to Central Banks and Sovereign Wealth Funds in the region. Prior to joining Nomura in 2011, he was the Head of Sales for Fixed Income, Commodity and Currencies for UBS AG in Hong Kong.
Joseph Yeates
Director, Business Intelligence & Data Analyst
Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions.
Gabriel Lip
VP, Commercial Credit & Banking
Gabe obtained his CPA, CMA, from the CPA Alberta. He received both a Bachelor of Commerce and a Bachelor of Biochemistry from the University of Manitoba in Winnipeg, Manitoba, Canada.
Tim Vipond
Chair of the Board
Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development.
Jeff Schmidt
VP, Financial Modeling
Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world.
Ryan Spendelow
VP, Content
Ryan started his finance career based in London working in asset management. He then moved to a corporate finance and capital markets training role, with these roles being based in Europe and then Asia, before joining CFI in 2023.

Empower Your Team With CFI's Corporate Training

Discover why the world's leading firms trust CFI to accelerate learning and boost employee performance. We deliver relevant, role-ready skills with the flexibility your team's schedule demands.

BlackRock Logo -Financial analyst certification partner at Private Equity

Built for Individuals or Entire Teams, CFI Delivers the Hands-On Experience You Need to Get Ahead

Downloadable templates and guides

Practical and Relevant

Curriculum designed for real-world application, enhanced by an extensive library of templates, guides, and essential cheat sheets.

Modern Standard in Finance Certifications

CFI Certifications are rapidly becoming the benchmark for practical financial proficiency, building upon academic theory and preparing you for industry demands.

Effective Online Learning and Community

A user-friendly platform that combines engaging video content and real-world case studies, while connecting you to a vibrant community of like-minded financial professionals.

Macabacus by CFI

Save time, reduce errors, and enhance your financial modeling capabilities with Macabacus —the leading add-in for Excel, PowerPoint, and Word to ensure accuracy, efficiency, and brand compliance.
1.8 Million professionals across thousands of firms

Leading the Way in Practical Financial Education

Professionals and firms across diverse financial sectors rely on CFI to achieve their career goals.

170+ countries

A vast global member community

180+ courses

Covering a wide range of topics and skills

5,000+ lessons

Comprehensive videos and hands-on exercises

500,000+ 5-star reviews

Best-in-class online finance training

How Professionals Like You Are Achieving Their Goals

Perfect for getting ahead at work!

I love how detailed the videos are and the step by step instructions.

Strongly recommend to everyone who…

Strongly recommend to everyone who wants to receive new careers opportunities and enhance their knowledge…

CFI really sharpened my skills in Analysis

The instructors explain each and every point very well with examples to help students understand…

Excellent Course!!!

This course was very detailed and structured. I would definitely recommend this Certification for any…

Packed with very relevant lesson plans on a massive budget. 10/10 would recommend

Large breadth of courses available. Any/all excel courses are a must, anything additional helps, especially…

The program fully performs what it promises

I believe the program fully performs what it promises, bridging the gap between work and…

What an amazing experience

It was an amazing experience studying this Program. After working in the financial sector and…

It is one of the best platform for financial analysts

The extensive examples with case study makes this course highly recommended. I’ve never found such…

Excellent Finance Education

CFI delivers an outstanding online education for any aspiring finance professional. The well-arranged dashboard, the…

An important lesson in Corporate Finance

The videos that are put together by the team at CFI are broken into perfect…

I feel much more comfortable and confident doing my work

I like the lot of examples and short exercises that you put on the videos.…

Excellent courses, well worthy of all my input

Before starting the CFI courses, I have zero financial background, but I know I love…

Simple learning structure

So easy to navigate through the system. Easy to keep track of progress.

Best Finance Institute

This is a really practical guide to know everything about Corporate Finance. It is deep…

Amazing course with qualified professors

CFI has a lot of videos on finance and accounting which helps strengthen the knowledge.…

Are You Ready to Get Started?

0 search results for ‘