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 300+ 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.

Comprehensive Learning Library

With hundreds of courses and labs to choose from, you will gain the practical skills, knowledge, and tools you need to excel in finance and related fields like public accounting, audit, valuations, banking, and more . Explore all topics.

Effective and Engaging

CFI's courses are designed using proven adult learning techniques, incorporating short lessons and hands-on labs for better retention and understanding for all skill levels.

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
Accounting Principles and Standards 2 Accounting Level 2 fmva
Advanced Excel Formulas & Functions 3.5 Finance Level 3 bida,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
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
Banking Products and Services 3.5 Finance Level 1 cbca,fpwm
Bayesian Thinking 2 Finance Level 5 bida,dss
Behavioral Finance 3 Finance Level 1 cmsa,fpwm
Budgeting and Forecasting 4.5 Finance Level 3 fmva
Capital IQ Fundamentals 1.5 Specialized Knowledge Level 2 fmva
Careers in Commercial Banking 1.5 Finance Level 1 cbca
Careers in Financial Planning and Wealth Management 2 Finance Level 1 fpwm
Cash Flow Cycles and Analysis 1.5 Finance Level 3 cbca
Classification - Fundamentals & Practical Applications 2 Specialized Knowledge Level 4 bida,dss
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
Comparable Valuation Analysis 3.5 Finance Level 5 fmva
Completing a Credit Application 2 Finance Level 3 cbca
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: Bitcoin Explained 2 Finance Level 2 cda
Cryptocurrency Intermediates: Understanding Ethereum 2 Finance Level 2 cda
Dashboards & Data Visualization 3.5 Finance Level 2 bida,fmva,beb
Data Science & Machine Learning Fundamentals 3.5 Information Technology Level 2 bida,dss
DCF Valuation Modeling 7.5 Finance Level 3 fmva
Derivatives Fundamentals 2.5 Finance Level 3 cmsa,fpwm
Economics for Capital Markets 3 Finance Level 2 cmsa
Economics for Financial Advisors 1.5 Finance Level 1 fpwm
Effective Business Writing 1.5 Communications and Marketing 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 Markets Fundamentals 4 Finance Level 3 cmsa,fpwm
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 Finance Level 2 bida,fmva,cmsa,cbca,beb,fpwm
Excel VBA for Finance 4 Finance Level 3 bida,fmva,daie,bias
Financial Analysis for Credit 4 Finance Level 3 cbca
Financial Analysis Fundamentals 4.5 Finance Level 3 fmva
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
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
Futures Pricing and Commodity Futures 2.5 Finance Level 3 cmsa
Graph Database Fundamentals 4 Specialized Knowledge Level 4 bida
Greenhouse Gas Accounting 2 Accounting Level 3 esg
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
Introduction to Agribusiness 2 Specialized Knowledge Level 1 cbca
Introduction to Banking 2 Finance Level 1 cbca
Introduction to Business Intelligence 1 Finance Level 1 bida,bias
Introduction to Capital Markets 1.5 Finance Level 1 cmsa
Introduction to Cryptocurrency 2 Finance Level 1 cda
Introduction to ESG 1.5 Specialized Knowledge Level 1 esg
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 bida,dss
Loan Pricing 2.5 Finance Level 4 cbca
Loan Security 1.5 Finance Level 3 cbca
Math for Finance Professionals 2.5 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 bida,fmva,cmsa,dss
Modeling Taxes for Different Business Structures 1.5 Finance Level 2 cbca
Operational Modeling 6 Finance Level 3 fmva,cbca
Options Hedging and Trading Strategies 1 Finance Level 4 cmsa
Origination Fundamentals - Debt Capital Markets Perspective 3 Finance Level 2 cmsa,cbca
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 Financial Statements 4.5 Finance Level 4 bida,fmva,bias
Power BI Fundamentals 6.5 Finance Level 3 bida,fmva,beb,bias
Power Pivot Fundamentals 4 Finance Level 3 bida,fmva,daie,bias
Power Query Fundamentals 3.5 Finance Level 3 bida,fmva,daie,bias
PowerPoint & Pitchbooks 4.5 Finance Level 2 fmva,beb
Presentation of Financial Information 1 Finance Level 2 fmva
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
R Fundamentals 5 Specialized Knowledge Level 4 bida,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
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 Fundamentals 5 Specialized Knowledge Level 3 bida,bias
Startup / e-Commerce Financial Model & Valuation 4 Finance Level 4 fmva
Statistics Fundamentals 2 Specialized Knowledge Level 2 bida,dss
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 Trading Dashboard 3 Finance Level 4 bida,bias
The Amazon Case Study (New Edition) 6 Finance Level 4 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
Widgets Inc. - Adjusting a Business Owner’s Net Worth 1 Finance Level 2 cbca
Total CPE Credits 404

 

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.

CPE Credits by Course Topic

CFI is the practical learning and development resource for finance and banking professionals, offering accredited courses and lessons for all roles and levels. From financial analysis to capital markets to commercial banking to business intelligence, CFI aims to empower learners with the knowledge, skills, and tools to take their finance career anywhere.

Browse CFI’s courses by program:

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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