CPE Course Credit Information

Important CPE Credit Information

This section is intended for CPE program participants.


Learning Objectives

Please see each individual course landing page for a full description of all learning objectives.


Instructional Delivery Methods

This course is a QAS Self Study program and will be mainly delivered through a series of instructional videos. There will also be review questions in most chapters as well as a final assessment at the end. It is required of the participant to watch all videos, complete all review questions, as well as receive a minimum passing grade of at least 70 percent on the final assessment to receive CPE credit.


Recommended CPE Credit and Recommended Field of Study

To determine how many CPE credits each course is eligible for, please see our CPE credit schedule.

All CFI courses have a recommended field of study of finance.



Participants of each CPE course should have a fundamental understanding of the following:

  • Fundamental accounting principles and terms
  • Basic financial statements reading and comprehension
  • Basic Excel functions, formulas, and shortcuts


Program Level

Please see our schedule of CPE courses to determine the program level for each course.


Advance Preparation

No advance preparation required, but a review of the prerequisite course is recommended.


Program Description

Please see each individual CPE course description by browsing all our courses.


Who should take these courses?

Those who are responsible for financial management, financial analysis, financial modeling, and other aspects of corporate finance.


Course Revision Policy

All CFI courses are reviewed at least annually to be up-to-date and full course remakes are made every five years.

For more information please see our course development policy.


CPE Expiration Date

As required by Standard 9 of the Statement on Standards for Continuing Professional Education (CPE) Programs, the ability to earn CPE would be limited to one year after purchase. If you intend on using other CFI course for CPE, it is advised that one purchase courses separately instead of a bundle.


Course Registration

Through the purchase of any individual course or a bundled package, the participant is automatically enrolled in the course.


Refund Policy

We issue refunds for digital products on a case-by-case basis within 15 days of the original purchase of the product. We typically only provide refunds for technical issues related to our digital products or downloads.

We recommend contacting us for assistance if you experience any issues receiving or downloading our products.

Contact us if you have any questions about our Returns and Refunds Policy by email: [email protected].


Complaint Resolution Policy

For more information regarding administrative policies such as complaints, please contact Tim Vipond at [email protected] or 1-800-817-7539.


Official NASBA Sponsor Statement

This course (and any other CFI course) is in process of applying for NASBA CPE certification. Currently, completion of this course (and any other CFI course) will not grant CPE credit.