What are CPE credits?

CPE (Continuing Professional Education) credits measure time spent by accounting and finance professionals on structured learning activities designed to build technical skills and stay current with industry standards. CPE credits are specific to regulated professions, such as Certified Public Accountants (CPAs), that require proof of ongoing education for certification renewal. CFI is a recognized provider of CPE-eligible courses.

What are CPD (Continuing Professional Development) hours?

CPD (Continuing Professional Development) hours measure time spent by accounting and finance professionals on formal and informal learning. The CPD system emphasizes the quality and relevance of your professional development in addition to complying with licensure renewal requirements. CFI is a recognized provider of CPD-eligible courses.

What are the benefits of CPE and CPD credits?

CPE and CPD credits offer measurable career advantages by validating your dedication to professional excellence and lifelong learning. They help you maintain active credentials, stay relevant in a fast-changing financial environment, and strengthen your reputation with employers and clients. Many professionals also gain greater confidence, improved performance, and access to more advanced or specialized career opportunities.

Are CPE and CPD credits worth it?

Yes, CPE and CPD credits are worth it, especially for professionals in accounting, finance, and related fields who need to maintain their licenses or demonstrate continued professional growth. Earning these credits show a commitment to staying current with evolving standards, technologies, and best practices.

How can I earn CPE and CPD credits through CFI?

CFI courses are designed to deliver practical, real-world learning that also counts toward your continuing education requirements. By completing eligible CPE/CPD courses, you’ll automatically earn verifiable credits that appear on your digital certificate. CFI offers more than 550 CPE/CPD credits, giving you the flexibility to build your expertise and meet renewal requirements at your own pace.

Are CFI courses accredited?

Yes. CFI is accredited by the Better Business Bureau for training quality and recognized by both the National Association of State Boards of Accountancy (NASBA) in the United States and CPA Institutions in Canada for continuing education. This recognition ensures your credits are earned through a trusted, standards-based provider committed to professional excellence.

Which professional bodies recognize CFI’s CPE and CPD credits?

CFI’s credits are accepted by many leading professional organizations, including NASBA, CPA, CFA, and LIBF, among other institutions worldwide. Recognition can vary by country and designation, so it’s always best to confirm with your specific regulatory or credentialing body before submission to ensure full alignment with their requirements. Please refer to our CPE/CPD program page for more information.

How do I ensure that my CPE and CPD credits are accepted by my professional body?

While CFI’s courses are accredited and widely recognized, professional organizations may have unique criteria for credit hours or reporting. To ensure your credits are accepted, review your licensing body's continuing education policies before submitting. CFI’s certificates clearly list completed hours, course details, and verification to make submission straightforward.

Will I receive proof of completion for my earned credits?

Yes. Once you finish a course, your personalized digital certificate will be instantly available in your CFI account. Each certificate lists the number of CPE/CPD credits earned and is securely verified through blockchain technology for authenticity.

Are there any additional fees to earn or report my CPE and CPD credits?

No. Your CFI membership includes full access to accredited courses and certificates—there are no hidden fees or extra charges to earn or report your credits.

Earn Over 550 Verifiable CPE/CPD Credits With CFI

Explore CFI's CPE Courses Today!

Course Name	CPE Credits	Field of Study	Level	Topics
High-Yield Bonds, Subordinated Debt, and Loans	3.5	Finance	Level 3	122,125,58
Construction Loan-in-Process	1	Specialized Knowledge	Level 3	55,57
Corporate & Business Strategy	4.5	Finance	Level 3	96
Securitized Products	3	Finance	Level 4	122,58
SQL Fundamentals	5	Specialized Knowledge	Level 3	68,79
Excel Data Visualization and Dashboards	2	Specialized Knowledge	Level 3	67,73
5 Cs of Credit	1.5	Finance	Level 2	55,118,125
Loan Security	1.5	Finance	Level 3	55,103,56
Loan Pricing	2.5	Finance	Level 4	55,103
Corporate Finance Fundamentals	2.5	Finance	Level 2	99,54
Professional Ethics	0.5	Regulatory Ethics	Level 1	65,105
Equity Markets Fundamentals	4	Finance	Level 3	122,59,54
Tableau Fundamentals	5	Finance	Level 3	68,67,78
Spot Foreign Exchange	2	Finance	Level 2	122,60
Commercial Banking - Debt Modeling	3	Finance	Level 4	55,73,53
Introduction to ESG	1.5	Specialized Knowledge	Level 1	65
Real Estate Fundamentals	2	Specialized Knowledge	Level 3	55,57,100
Loan Default Prediction with Machine Learning	5	Finance	Level 5	69,103,70,80
Applied Fixed Income	5	Finance	Level 4	122,58
Presentation of Financial Information	1	Finance	Level 2	67,105
Power Query Fundamentals	3.5	Finance	Level 3	68,101,73,97,77
Advanced Excel Formulas & Functions	3.5	Finance	Level 3	73,98
Mergers & Acquisitions (M&A) Modeling	4	Finance	Level 4	53,123
Excel Fundamentals - Formulas for Finance	3.5	Finance	Level 2	105,73,98
Evaluating a Business Plan	2	Finance	Level 2	55
Economics for Capital Markets	3	Finance	Level 2	122,84
Budgeting and Forecasting	4.5	Finance	Level 3	52,96
Retail, Restaurant, & Franchise Lending	3	Finance	Level 3	55,125,100
Financial Analysis for Credit	4	Finance	Level 3	55,118,125
Power BI Financial Statements	4.5	Finance	Level 4	68,53,75,77,79
Convertible Bonds	2.5	Finance	Level 4	122,62,59,58,124
Hedge Fund Fundamentals	2.5	Finance	Level 2	64,59,58,124
Fundamentals of Credit	2	Finance	Level 1	85,55,118,125
Derivatives Fundamentals	2.5	Finance	Level 3	122,62,124,56
Commodities Fundamentals	2.5	Finance	Level 3	122,61,62
Assessing Drivers of Business Growth	1.5	Finance	Level 2	55,96
Banking Products and Services	3.5	Finance	Level 1	85,55
Accounting Fundamentals	2	Accounting	Level 2	51,105
Effective Business Writing	3.5	Specialized Knowledge	Level 2	105
Credit Administration and Documentation	1	Finance	Level 3	55,125
Repo (Repurchase Agreements)	2	Finance	Level 3	122,58
Portfolio Management Fundamentals	1.5	Finance	Level 1	64,66
Statistics Fundamentals	3.5	Specialized Knowledge	Level 2	68,69,111
Startup / e-Commerce Financial Model & Valuation	4	Finance	Level 4	53,102
Syndicated Lending	2	Finance	Level 3	55,125
Account Monitoring and Warning Signs	1.5	Finance	Level 3	55,125,103
Construction Finance Fundamentals	2	Specialized Knowledge	Level 3	55,57,100
Mining Financial Model & Valuation	2.5	Finance	Level 4	53,102
Real Estate Financial Modeling	3	Finance	Level 5	53,102
Scenario & Sensitivity Analysis in Excel	1.5	Finance	Level 3	73,53,54
Advanced Fixed Income	2	Finance	Level 5	122,62,58
Environmental Due Diligence for Credit	2.5	Specialized Knowledge	Level 3	55,57,125,65
Lending to Complex Structures	3.5	Finance	Level 3	55,125
Introduction to Business Intelligence	1.5	Finance	Level 1	68,85
Renewable Energy - Solar Financial Modeling	3	Finance	Level 5	53,102
Data Science & Machine Learning Fundamentals	3.5	Information Technology	Level 2	69,83,70,80,79
Short Duration Products	3.5	Finance	Level 3	122,58
Assessing Management	2	Finance	Level 2	55,118,96
Equipment Finance	1.5	Finance	Level 3	55,100
Reading Business Financial Information	3	Finance	Level 2	51,118,105
Power Pivot Fundamentals	2.5	Finance	Level 3	68,67,73,97,76
Excel VBA for Finance	4	Finance	Level 3	68,81
PowerPoint & Pitchbooks	4.5	Finance	Level 2	67,105,123
Completing a Credit Application	2	Finance	Level 3	55
Fixed Income Fundamentals	1.5	Finance	Level 3	122,125,58,126
Foreign Exchange Fundamentals	2	Finance	Level 1	122,60
Forms of Business Structure	2	Finance	Level 1	55
How to Read a Commercial Real Estate Appraisal	1.5	Specialized Knowledge	Level 3	55,57,100
Financial Analysis Fundamentals	4.5	Finance	Level 3	51,118,53,52
Introduction to Banking	2	Finance	Level 1	85
Commercial Mortgages	3	Finance	Level 4	55,57,103
Futures Pricing and Commodity Futures	2.5	Finance	Level 3	61,62,124
Tableau Trading Dashboard	3	Finance	Level 4	68,67,79,78
How to Read a Lease and Analyze a Rent Roll	2	Specialized Knowledge	Level 3	55,57,100
Trading Using Technical Analysis	3.5	Finance	Level 2	64,122,59,124
ESG Fundamentals	3	Specialized Knowledge	Level 2	65
3-Statement Modeling	5	Finance	Level 4	53,123,128
Loan Covenants	2	Finance	Level 3	55,118,125,103
Behavioral Finance	3	Finance	Level 1	64,122,66
Reading Financial Statements	3	Finance	Level 2	51,105
Equity, FX, and Rate Futures	2	Finance	Level 3	62,59,60,124
Leveraged Buyout (LBO) Modeling	7	Finance	Level 5	53,123,128
Microsoft Word Tutorial - Business Documents	1.5	Finance	Level 1	105
Monthly Cash Flow Modeling	2	Finance	Level 3	53,52
Structuring a Construction Loan	1.5	Specialized Knowledge	Level 3	55,57,100,103
Math for Finance Professionals	2.5	Finance	Level 2	99
Credit Fixed Income	3	Finance	Level 3	122,125,58
Cash Flow Cycles and Analysis	1.5	Finance	Level 3	55,118
Prime Services and Securities Lending	2	Finance	Level 2	64,59,58,124
Bayesian Thinking	2	Finance	Level 5	69,70,111
Modeling Risk with Monte Carlo Simulation	2	Finance	Level 4	69,99,126,80,111
Careers in Commercial Banking	1.5	Finance	Level 1	85,55
Advanced Tableau - LOD Calculations	3.5	Specialized Knowledge	Level 4	68,67,78
Advanced Power BI	6	Finance	Level 4	68,67,75,77,80
Lending to Medical Professionals	3	Specialized Knowledge	Level 3	55,100
Profitable Lead Generation	2.5	Finance	Level 3	55
ESG Disclosure	1.5	Specialized Knowledge	Level 2	65
Introduction to Cryptocurrency	2	Finance	Level 1	63,83
Asset-Based Lending & Alternative Finance	3	Finance	Level 4	55,125
Advanced Futures & Forwards	2.5	Finance	Level 4	62,58,124
ESG Integration & Financial Analysis	3.5	Specialized Knowledge	Level 3	65,53
Introduction to Financial Planning and Wealth Management: Industry and Careers	2.5	Finance	Level 1	85,66
Venture Debt	3.5	Finance	Level 4	55,118,125,100
Private Banking	3	Finance	Level 3	56,66
Greenhouse Gas Accounting	2	Accounting	Level 3	51,65
Cryptocurrency Intermediates: Bitcoin Explained	2	Finance	Level 2	63,83
Regression Analysis - Fundamentals & Practical Applications	3.5	Specialized Knowledge	Level 4	69,70,80,111
ESG for Commercial Lenders	2.5	Specialized Knowledge	Level 4	55,65
Problem Loans	2.5	Finance	Level 3	55,118,125,56
Advanced Tableau - Data Model	2	Specialized Knowledge	Level 4	68,67,78
Origination Fundamentals - Debt Capital Markets Perspective	3	Finance	Level 2	122,58,123
Converting Leads to Customers - Negotiation & Closing	2.5	Finance	Level 3	55
Trade Finance	2.5	Finance	Level 3	55,56
Operational Modeling	6	Finance	Level 3	53
Foreign Exchange - Deliverable Forwards	2	Finance	Level 4	122,62,60
Classification - Fundamentals & Practical Applications	2	Specialized Knowledge	Level 4	69,83,70,111
Cryptocurrency Intermediates: Understanding Ethereum	2	Finance	Level 2	63,83
Analyzing Growth Drivers & Business Risks	1.5	Finance	Level 1	55,96,56
Asset Classes and Financial Markets	2	Finance	Level 2	122,59,58,66
Understanding Options	1.5	Specialized Knowledge	Level 3	62,56
Enterprise Deployment & Governance: Power BI Edition	2.5	Specialized Knowledge	Level 4	68,75
Giving Effective Feedback	2	Specialized Knowledge	Level 1	71
Human Capital Management	2	Specialized Knowledge	Level 1	65,71
Pitch Deck Essentials for Lenders	1.5	Specialized Knowledge	Level 1	55,67
Financial Planning Principles	2.5	Finance	Level 2	66
Options Hedging and Trading Strategies	1	Finance	Level 4	64,62,124,56
Corporate Governance	2.5	Specialized Knowledge	Level 2	65
Portfolio Management for Retail Clients	1.5	Finance	Level 2	66
R Fundamentals	5	Specialized Knowledge	Level 4	69,70,108
Foreign Exchange - Non-Deliverable Forwards	1.5	Finance	Level 5	122,62,60
Comparable Valuation Analysis	3.5	Finance	Level 5	51,123,54
DCF Valuation Modeling	7.5	Finance	Level 3	53,123,128,54
Modeling Taxes for Different Business Structures	1.5	Finance	Level 2	51,73
Graph Database Fundamentals	4	Specialized Knowledge	Level 4	69
Economics for Financial Advisors	1.5	Finance	Level 1	84,66
Widgets Inc. - Adjusting a Business Owner’s Net Worth	1	Finance	Level 2	55,118,125
Risk Management and Insurance Planning	2	Finance	Level 2	56,66
Effective Communication for Client Facing Advisors	1.5	Communications and Marketing	Level 1	66
Data Prep for Machine Learning in Python	5	Specialized Knowledge	Level 4	69,70,80
Fundamentals of Data Analysis in Excel	4.5	Specialized Knowledge	Level 2	101,67,97
Introduction to Agribusiness	2	Specialized Knowledge	Level 1	55,84,100,56
Cryptocurrency Intermediates: Altcoins, Stablecoins, CBDCs and NFTs	2.5	Specialized Knowledge	Level 2	63,83
Leading High-Performing Teams	2	Specialized Knowledge	Level 1	71
Carbon Market Fundamentals	1.5	Finance	Level 3	65
Pricing Options and Option Sensitivities	3.5	Finance	Level 5	62,99
SQL Case Study - WOWI Sales Analysis	3	Specialized Knowledge	Level 3	68,79
Introduction to Climate Risk Management	2.5	Finance	Level 1	65,56
Macabacus Quick Start Guide	1	Specialized Knowledge	Level 2	72
Power BI Case Study – CFI Capital Partners	2	Specialized Knowledge	Level 3	68,101,75,77
Tableau Fundamentals Case Study	1	Specialized Knowledge	Level 3	68,67,78
Format a Financial Model with Macabacus	1.5	Finance	Level 2	72
Alternative Investments for Wealth Advisors	2.5	Finance	Level 2	61,124,128,66
Introduction to FinTech	1.5	Specialized Knowledge	Level 1	83
Introduction to Business Valuation	5	Finance	Level 3	53,54
Agriculture Lending Fundamentals	3	Finance	Level 3	55,100
Having Difficult Conversations and Managing Conflict	1.5	Specialized Knowledge	Level 1	71
Audit a Financial Model With Macabacus	2	Finance	Level 3	72
The Role of The FP&A Professional	1.5	Finance	Level 1	85,52
Introduction to InsurTech	2.5	Specialized Knowledge	Level 1	83
Leading with Emotional Intelligence and Self-Awareness	2	Specialized Knowledge	Level 1	71
Modular Model Building with Macabacus	2	Finance	Level 2	72
Build Your Own Robo-Advisor	0.5	Specialized Knowledge	Level 3	64,83,66
Introduction to Risk Management	2.5	Finance	Level 1	56
Deconstructing Options	0.5	Finance	Level 4	62,124
Networking, Prospecting, & Converting Leads	2	Specialized Knowledge	Level 2	66
Communicating & Leading with Influence	2	Specialized Knowledge	Level 1	71
Power Query Fundamentals Case Study	1.5	Specialized Knowledge	Level 3	68,101,73,97,77
Introduction to 3-Statement Modeling	3.5	Finance	Level 3	51,53
Build a Presentation with Macabacus	2	Specialized Knowledge	Level 2	67,72
Mastering Client Discovery	1.5	Specialized Knowledge	Level 2	66
Developing ESG Policies	0.5	Finance	Level 2	65
Options Strategies for Wealth Advisors	2	Finance	Level 3	62,66
Coaching for Workplace Performance	2.5	Specialized Knowledge	Level 1	71
Fundamentals of Data Analysis in Excel - Case Study	1.5	Finance	Level 3	97
WealthTech Fundamentals	1.5	Specialized Knowledge	Level 1	83,66
Digital Banking Fundamentals	1	Specialized Knowledge	Level 1	83
Intermediate DAX & Time Intelligence	4	Finance	Level 4	68,73,75
Cybersecurity and RegTech Fundamentals	3	Specialized Knowledge	Level 2	83,56
Excel Fundamentals - Quick Start Guide	4	Finance	Level 1	105,73,98
Leading Organizational Change	2.5	Specialized Knowledge	Level 1	71
Payment Technology Fundamentals	1.5	Specialized Knowledge	Level 1	83
Advanced Tableau - Table Calculations	1.5	Specialized Knowledge	Level 4	68,67,78
Equity Allocation for Wealth Management	2.5	Finance	Level 1	59,66
Basel III and Risk Management	5	Finance	Level 2	56
M&A Accounting & Purchase Price Allocation	2.5	Finance	Level 5	51,123,128
FP&A Modeling Pt.2 - Formatting & Revenue	1.5	Finance	Level 3	73,53,52
FP&A Modeling Pt.3 - Headcount Analysis	1	Finance	Level 3	73,53,52
AI-Enhanced Financial Analysis	3.5	Specialized Knowledge	Level 2	51,121,111
FP&A Modeling Pt.1 - Design	0.5	Finance	Level 3	73,53,52
Developing a High Impact Financial Plan	2.5	Specialized Knowledge	Level 2	66
Market Risk Fundamentals	2	Finance	Level 3	126,56
Reading & Analyzing a Bank's Financial Statements	1.5	Finance	Level 3	51,53
FP&A Modeling Pt.4 - Contractor Analysis	0.5	Finance	Level 3	73,53,52
FP&A Modeling Pt.5 - Debt and Capex Analysis	1	Finance	Level 3	73,53,52
FP&A Modeling Pt.6 - Financial Statement Aggregation	1.5	Finance	Level 3	73,53,52
FP&A Modeling Pt.7 - Dashboard Visualizations	1	Finance	Level 3	73,53,52
Accounting for Business Combinations & Other Equity Investments	2	Accounting	Level 3	51
Data Visualization & Dashboards - The Basics	2.5	Finance	Level 2	67
ESG Risk Management	2	Specialized Knowledge	Level 2	65,56
AI for Excel Formulas	1	Specialized Knowledge	Level 2	121,98
Introduction to Bank Valuation	3	Finance	Level 3	54,102
FP&A for New Analysts	3	Finance	Level 3	52
FP&A Variance Pt.1 - Build & Configuration	1.5	Finance	Level 3	73,53,52
Lifecycle of a Trade	2.5	Finance	Level 3	64,62,59,58,124
Workflow Best Practice for Analysts	3	Finance	Level 2	105,73
AI-Powered Scenario Analysis	3.5	Specialized Knowledge	Level 3	121,67,56
Normalizing Income Statements	2	Finance	Level 5	51,53,128,54
FP&A Variance Pt.2 - Roll Forward & Analysis	1	Finance	Level 3	73,53,52
Accounting for Inventory	1.5	Accounting	Level 3	51
Accounting for Leases	1.5	Accounting	Level 3	51
Reading & Analyzing an Insurance Company's Financial Statements	2.5	Finance	Level 4	51
Accounting for Diluted Shares and Earnings per Share	1.5	Accounting	Level 3	51,123,128,54
Using IBISWorld to Analyze and Benchmark a Business	1.5	Specialized Knowledge	Level 2	68
Advanced Prompting for Financial Statement Analysis	2.5	Specialized Knowledge	Level 3	51,121
FP&A Variance Pt.3 - Protection & Presentation	1.5	Finance	Level 3	73,52
Operational Risk Management in Banks	3	Finance	Level 3	127,56
ESG: Environmental Issues & Materiality	1	Specialized Knowledge	Level 1	65
ESG: Social Issues & Materiality	1	Specialized Knowledge	Level 1	65
ESG: Governance Issues & Materiality	1	Specialized Knowledge	Level 1	65
Historical VaR for Market Risk	3	Finance	Level 4	122,59,58,126
Comparable Valuation Fundamentals	1.5	Finance	Level 3	123,128,54
Credit and Counterparty Credit Risk	2.5	Specialized Knowledge	Level 3	125,56
Introduction to Mergers & Acquisitions	2.5	Finance	Level 3	51,53,54
Leveraging Generative AI for Risk Assessment	3.5	Finance	Level 3	121,56
Introduction to AI in Finance	2.5	Specialized Knowledge	Level 1	121
Introduction to Leveraged Buyouts (LBOs)	1.5	Finance	Level 3	123,128,54
Auditing and Balancing a 3-Statement Model	2	Finance	Level 4	51,73,53
Foundations of Machine Learning and Deep Learning for Finance	2.5	Information Technology	Level 3	121,70
Securitized Products: Collateralized Mortgage Obligations (CMOs)	3	Specialized Knowledge	Level 4	122,58
Managing Your Stakeholders	2	Finance	Level 1	105,52
FP&A Modeling Pt.8 - 3-Statements	3	Finance	Level 3	73,53,52
Making Effective Business Decisions	3	Finance	Level 3	52,54
Generative AI Tools in Finance - ChatGPT	0.5	Information Technology	Level 3	121
Budgeting Processes	2.5	Finance	Level 2	52
Communication and Presentation Skills for Finance Professionals	2	Communications and Marketing	Level 2	105,71
Getting Started with Python	2	Information Technology	Level 1	80
Gen AI for Data Analysis - ChatGPT, Claude & Gemini Compared	1	Information Technology	Level 2	121,101
FP&A Tool Selection	2	Specialized Knowledge	Level 1	52
Crafting the Narrative: Storytelling With Data	3	Communications and Marketing	Level 1	67,52
Risk Management for FP&A: Strategies for Forecasting, Modeling, & Mitigation	2	Finance	Level 3	73,52,56
Data Analysis With Python	3	Information Technology	Level 3	101,80
Data Analysis in Power BI	2	Information Technology	Level 2	101,69,67,75
Visuals and Design in Power BI	2	Information Technology	Level 3	101,69,75
Excel for Data Preparation & Visualization	1.5	Specialized Knowledge	Level 2	101,67,73
Interest Rate Swap Fundamentals	3	Finance	Level 3	122,62,56
Introduction to Exchange-Traded Funds (ETFs)	2.5	Finance	Level 1	122
Total CPE Credits	600.5