Advance Your Career With Ongoing Education and Certifications

Build new skills, stay current and maintain certifications with CFI's accredited CPE/CPD courses.

Engaging CPE/CPD Courses For Modern Finance, Banking and Accounting Professionals

Upgrade your skills, stay compliant and relevant with CFI’s engaging online CPE courses. Earn 400+ credits with 5000+ lessons in accounting, financial analysis and modeling, wealth management, leadership and more.

Built For Continuing Education

CFI's expert-led courses are tailored to meet the ongoing education needs of busy professionals in accounting, finance and banking. Stay current with the latest tools, technologies, and methodologies and develop fresh skills.

CPE Credits per Course

Course Name CPE Credits Field of Study Level Categories
3-Statement Modeling 5 Finance Level 4 fmva,cbca
5 Cs of Credit 1.5 Finance Level 2 cbca
Account Monitoring and Warning Signs 1.5 Finance Level 3 cbca
Accounting Fundamentals 2 Accounting Level 2 fmva,cbca,fpwm,ftip
Accounting Principles and Standards 2 Accounting Level 2 fmva
Advanced Excel Formulas & Functions 3.5 Finance Level 3 fmva
Advanced Fixed Income 2 Finance Level 5 cmsa
Advanced Futures & Forwards 2.5 Finance Level 4 cmsa
Advanced Power BI 6 Finance Level 4 bida,bias
Advanced Tableau - Data Model 2 Specialized Knowledge Level 4 bida,bias
Advanced Tableau - LOD Calculations 3.5 Specialized Knowledge Level 4 bida,bias
Agriculture Lending Fundamentals 3 Finance Level 3 cbca
Alternative Investments for Wealth Advisors 2.5 Finance Level 2 fpwm
Analyzing Growth Drivers & Business Risks 1.5 Finance Level 1 fmva,cbca
Applied Fixed Income 5 Finance Level 4 cmsa
Assessing Drivers of Business Growth 1.5 Finance Level 2 cbca,fpwm
Assessing Management 2 Finance Level 2 cbca
Asset Classes and Financial Markets 2 Finance Level 2 fpwm
Asset-Based Lending & Alternative Finance 3 Finance Level 4 cbca
Audit a Financial Model With Macabacus 2 Finance Level 3 macabacus
Banking Products and Services 3.5 Finance Level 1 cbca,fpwm
Bayesian Thinking 2 Finance Level 5 dss
Behavioral Finance 3 Finance Level 1 cmsa,fpwm
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure 1 Finance Level 3 cbca
Budgeting and Forecasting 4.5 Finance Level 3 fmva
Build a Presentation with Macabacus 2 Specialized Knowledge Level 2 macabacus
Build Your Own Robo-Advisor 0.5 Specialized Knowledge Level 3 ftip
Capital IQ Fundamentals 1.5 Specialized Knowledge Level 2 fmva
Carbon Market Fundamentals 1.5 Finance Level 3 esg
Careers in Commercial Banking 1.5 Finance Level 1 cbca
Cash Flow Cycles and Analysis 1.5 Finance Level 3 cbca
Cash-to-Accrual Accounting 3 Finance Level 2 cbca
Classification - Fundamentals & Practical Applications 2 Specialized Knowledge Level 4 dss,ftip
Coaching for Workplace Performance 2.5 Specialized Knowledge Level 1 leps
Commercial Banking - Debt Modeling 3 Finance Level 4 cbca
Commercial Mortgages 3 Finance Level 4 cmsa,cbca,cref
Commodities Fundamentals 2.5 Finance Level 3 cmsa,fpwm
Communicating & Leading with Influence 2 Specialized Knowledge Level 1 leps
Comparable Valuation Analysis 3.5 Finance Level 5 fmva
Completing a Credit Application 2 Finance Level 3 cbca
Conducting a Materiality Assessment 0.5 Finance Level 3 esg
Construction Finance Fundamentals 2 Specialized Knowledge Level 3 cbca,cref
Construction Loan-in-Process 1 Specialized Knowledge Level 3 cref
Convertible Bonds 2.5 Finance Level 4 cmsa
Converting Leads to Customers - Negotiation & Closing 2.5 Finance Level 3 cbca
Corporate & Business Strategy 4.5 Finance Level 3 fmva,cbca,beb
Corporate Finance Fundamentals 2.5 Finance Level 2 fmva
Corporate Governance 2.5 Specialized Knowledge Level 2 esg
Credit Administration and Documentation 1 Finance Level 3 cbca
Credit Fixed Income 3 Finance Level 3 cmsa
Cryptocurrency Intermediates: Altcoins, Stablecoins, CBDCs and NFTs 2.5 Specialized Knowledge Level 2 cda,ftip
Cryptocurrency Intermediates: Bitcoin Explained 2 Finance Level 2 cda,ftip
Cryptocurrency Intermediates: Understanding Ethereum 2 Finance Level 2 cda,ftip
Cybersecurity and RegTech Fundamentals 3 Specialized Knowledge Level 2 ftip
Dashboards & Data Visualization 3.5 Finance Level 2 fmva,beb
Data Prep for Machine Learning in Python 5 Specialized Knowledge Level 4 dss
Data Science & Machine Learning Fundamentals 3.5 Information Technology Level 2 dss,ftip
DCF Valuation Modeling 7.5 Finance Level 3 fmva
Deconstructing Options 0.5 Finance Level 4 cmsa
Derivatives Fundamentals 2.5 Finance Level 3 cmsa,fpwm
Developing ESG Policies 0.5 Finance Level 2 esg
Digital Banking Fundamentals 1 Specialized Knowledge Level 1 ftip
Economics for Capital Markets 3 Finance Level 2 cmsa
Economics for Financial Advisors 1.5 Finance Level 1 fpwm
Effective Business Writing 3.5 Specialized Knowledge Level 2 cbca,beb,fpwm
Effective Communication for Client Facing Advisors 1.5 Communications and Marketing Level 1 fpwm
Enterprise Deployment & Governance: Power BI Edition 2.5 Specialized Knowledge Level 4 bida,bias
Environmental Due Diligence for Credit 2.5 Specialized Knowledge Level 3 cref
Equipment Finance 1.5 Finance Level 3 cbca
Equity Allocation for Wealth Management 2.5 Finance Level 1
Equity Markets Fundamentals 4 Finance Level 3 cmsa,fpwm
Equity Trading Fundamentals (CFI X AmplifyME) 0.5 Finance Level 3 cmsa
Equity, FX, and Rate Futures 2 Finance Level 3 cmsa
ESG Disclosure 1.5 Specialized Knowledge Level 2 esg
ESG for Commercial Lenders 2.5 Specialized Knowledge Level 4 cbca
ESG Fundamentals 3 Specialized Knowledge Level 2 esg
ESG Integration & Financial Analysis 3.5 Specialized Knowledge Level 3 fmva,esg
Evaluating a Business Plan 2 Finance Level 2 cbca
Excel Fundamentals - Formulas for Finance 3.5 Finance Level 2 bida,fmva,cmsa,cbca,beb,fpwm,ftip
Excel Fundamentals - Quick Start Guide 4 Finance Level 1 fmva,cmsa,cbca,fpwm
Excel VBA for Finance 4 Finance Level 3 fmva,daie
Financial Analysis for Credit 4 Finance Level 3 cbca
Financial Analysis Fundamentals 4.5 Finance Level 3 fmva,ftip
Financial Planning Principles 2.5 Finance Level 2 fpwm
Fixed Income Fundamentals 1.5 Finance Level 3 cmsa,fpwm
Foreign Exchange - Deliverable Forwards 2 Finance Level 4 cmsa
Foreign Exchange - Non-Deliverable Forwards 1.5 Finance Level 5 cmsa
Foreign Exchange Fundamentals 2 Finance Level 1 cmsa
Format a Financial Model with Macabacus 1.5 Finance Level 2 macabacus
Forms of Business Structure 2 Finance Level 1 cbca
FP&A Monthly Cash Flow Forecast Model 2 Finance Level 3 fmva,cbca
Fundamentals of Credit 2 Finance Level 1 cbca
Fundamentals of Data Analysis in Excel 4.5 Specialized Knowledge Level 2 bida,fmva,daie,bias
Fundamentals of Data Analysis in Excel - Case Study 1.5 Finance Level 3 bida,daie,bias
Futures Pricing and Commodity Futures 2.5 Finance Level 3 cmsa
Giving Effective Feedback 2 Specialized Knowledge Level 1 leps
Graph Database Fundamentals 4 Specialized Knowledge Level 4
Greenhouse Gas Accounting 2 Accounting Level 3 esg
Having Difficult Conversations and Managing Conflict 1.5 Specialized Knowledge Level 1 leps
Hedge Fund Fundamentals 2.5 Finance Level 2 cmsa
High-Yield Bonds, Subordinated Debt, and Loans 3.5 Finance Level 3 cmsa
How to Read a Commercial Real Estate Appraisal 1.5 Specialized Knowledge Level 3 cref
How to Read a Lease and Analyze a Rent Roll 2 Specialized Knowledge Level 3 cref
Human Capital Management 2 Specialized Knowledge Level 1 esg
Intermediate DAX & Time Intelligence 4 Finance Level 4 bida,bias
Introduction to Agribusiness 2 Specialized Knowledge Level 1 cbca
Introduction to Banking 2 Finance Level 1 cbca
Introduction to Business Intelligence 1.5 Finance Level 1 bida,bias
Introduction to Business Valuation 5 Finance Level 2 fmva
Introduction to Capital Markets 1.5 Finance Level 1 cmsa
Introduction to Climate Risk Management 2.5 Finance Level 1 esg
Introduction to Cryptocurrency 2 Finance Level 1 cda,ftip
Introduction to ESG 1.5 Specialized Knowledge Level 1 esg
Introduction to Financial Planning and Wealth Management: Industry and Careers 2.5 Finance Level 1 fpwm
Introduction to FinTech 1.5 Specialized Knowledge Level 1 ftip
Introduction to InsurTech 2.5 Specialized Knowledge Level 1 ftip
Introduction to Risk Management 2.5 Finance Level 1
Leading High-Performing Teams 2 Specialized Knowledge Level 1 leps
Leading with Emotional Intelligence and Self-Awareness 2 Specialized Knowledge Level 1 leps
Lending to Complex Structures 3.5 Finance Level 3 cbca
Lending to Medical Professionals 3 Specialized Knowledge Level 3 cbca
Leveraged Buyout (LBO) Modeling 8.5 Finance Level 5 fmva
Loan Covenants 2 Finance Level 3 cbca
Loan Default Prediction with Machine Learning 5 Finance Level 5 dss,ftip
Loan Pricing 2.5 Finance Level 4 cbca
Loan Security 1.5 Finance Level 3 cbca
Macabacus Quick Start Guide 1 Specialized Knowledge Level 2 macabacus
Mastering Client Discovery 1.5 Specialized Knowledge Level 2 fpwm
Math for Finance Professionals 4 Finance Level 2 fmva,cmsa,fpwm
Mergers & Acquisitions (M&A) Modeling 4 Finance Level 4 fmva,cbca
Microsoft Word Tutorial - Business Documents 1.5 Finance Level 1 beb
Mining Financial Model & Valuation 2.5 Finance Level 4 fmva
Modeling Risk with Monte Carlo Simulation 2 Finance Level 4 fmva,cmsa,dss
Modeling Taxes for Different Business Structures 1.5 Finance Level 2 cbca
Modular Model Building with Macabacus 2 Finance Level 2 macabacus
Networking, Prospecting, & Converting Leads 2 Specialized Knowledge Level 2 fpwm
Operational Modeling 6 Finance Level 3 fmva,cbca,ftip
Options Hedging and Trading Strategies 1 Finance Level 4 cmsa
Origination Fundamentals - Debt Capital Markets Perspective 3 Finance Level 2 cmsa,cbca
Payment Technology Fundamentals 1.5 Specialized Knowledge Level 1 ftip
Pitch Deck Essentials for Lenders 1.5 Specialized Knowledge Level 1 cbca
Portfolio Management for Retail Clients 1.5 Finance Level 2 fpwm
Portfolio Management Fundamentals 1.5 Finance Level 1 cmsa
Power BI Case Study – CFI Capital Partners 2 Specialized Knowledge Level 3 bida,bias
Power BI Financial Statements 4.5 Finance Level 4 bida,fmva,bias
Power BI Fundamentals 5 Finance Level 3 bida,fmva,beb,bias
Power Pivot Fundamentals 2.5 Finance Level 3 bida,fmva,daie,bias
Power Query Fundamentals 3.5 Finance Level 3 bida,fmva,daie,bias
Power Query Fundamentals Case Study 1.5 Specialized Knowledge Level 3 bida,daie
PowerPoint & Pitchbooks 4.5 Finance Level 2 fmva,beb
Presentation of Financial Information 1 Finance Level 2 fmva
Pricing Options and Option Sensitivities 3.5 Finance Level 5 cmsa
Prime Services and Securities Lending 2 Finance Level 2 cmsa
Private Banking 3 Finance Level 3 cbca,fpwm
Problem Loans 2.5 Finance Level 3 cbca
Professional Ethics 2 Regulatory Ethics Level 1 fmva,cmsa,cbca,esg,beb,fpwm
Profitable Lead Generation 2.5 Finance Level 3 cbca
Python Fundamentals 5.5 Information Technology Level 4 bida,dss,ftip
Python Fundamentals Case Study 2 Specialized Knowledge Level 4 bida,dss
R Fundamentals 5 Specialized Knowledge Level 4 dss
Reading Business Financial Information 3 Finance Level 2 cbca
Reading Financial Statements 1 Finance Level 2 fmva,fpwm
Real Estate Financial Modeling 3 Finance Level 5 fmva,cref
Real Estate Fundamentals 2 Specialized Knowledge Level 3 cbca,cref
Refinitiv Workspace Fundamentals 0.5 Specialized Knowledge Level 1 cmsa
Regression Analysis - Fundamentals & Practical Applications 3.5 Specialized Knowledge Level 4 bida,fmva,dss,ftip
Renewable Energy - Solar Financial Modeling 3 Finance Level 5 fmva
Repo (Repurchase Agreements) 2 Finance Level 3 cmsa
Retail, Restaurant, & Franchise Lending 3 Finance Level 3 cbca
Risk Management and Insurance Planning 2 Finance Level 2 fpwm
Scenario & Sensitivity Analysis in Excel 1.5 Finance Level 3 fmva
Securitized Products 3 Finance Level 4 cmsa,cbca
Short Duration Products 3.5 Finance Level 3 cmsa
Spot Foreign Exchange 2 Finance Level 2 cmsa,fpwm
SQL Case Study - WOWI Sales Analysis 3 Specialized Knowledge Level 3 bida,bias
SQL Fundamentals 5 Specialized Knowledge Level 3 bida,bias
Startup / e-Commerce Financial Model & Valuation 4 Finance Level 4 fmva
Statistics Fundamentals 3.5 Specialized Knowledge Level 2 bida,dss,ftip
Structuring a Construction Loan 1.5 Specialized Knowledge Level 3 cref
Swaps Fundamentals 5.5 Finance Level 3 cmsa
Syndicated Lending 2 Finance Level 3 cmsa,cbca
Tableau Fundamentals 5 Finance Level 3 bida,bias
Tableau Fundamentals Case Study 1 Specialized Knowledge Level 3 bida,bias
Tableau Trading Dashboard 3 Finance Level 4 bida,bias
The Amazon Case Study (New Edition) 6 Finance Level 4 fmva
The Role of The FP&A Professional 1.5 Finance Level 1 fmva
Trade Finance 2.5 Finance Level 3 cbca
Trading Using Technical Analysis 3.5 Finance Level 2 cmsa
Understanding Options 1.5 Specialized Knowledge Level 3 cmsa,fpwm
Venture Debt 3.5 Finance Level 4 cbca
Vertical IQ Fundamentals 1.5 Specialized Knowledge Level 2 cbca
WealthTech Fundamentals 1.5 Specialized Knowledge Level 1 ftip
Widgets Inc. - Adjusting a Business Owner’s Net Worth 1 Finance Level 2 cbca
Total CPE Credits 500

 

Verifiable Certificates

CPAs across all states in the U.S. and most provinces in Canada recognize CFI courses as verified CPE credits that help their members improve their professional competency.

After successfully completing each course, the PDF certificate to claim your credits can be downloaded from your student dashboard. Additionally, we can verify your certification over the phone with an employer if necessary.

CFI courses currently count as verifiable CPE credits for American CPAs and CPD credits for Canadian CPAs.

*For Canadian CPAs, please contact your local CPA body for information regarding the CPD credits and enrollment details.

More Resources for CPE Credits

CFI is committed to helping finance professionals everywhere drive their careers. Explore these additional resources to help plan and manage your continuing education goals.

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