“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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
Built for Individuals or Entire Teams, CFI Delivers the Hands-On Experience You Need to Get Ahead
250+
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
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