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

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CFI Training Programs

Industry-Relevant Training, Designed by Experts

Build job-ready skills for high paying careers
Earn professional certificates and CPE credits
Enhance your productivity and confidence
Stay updated with the latest financial trends

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“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.

Explore CFI for Teams

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.