CFI & FinChat

Our partnership with Fiscal.ai (formerly FinChat) brings professional stock research tools to CFI's learners at a reduced cost for an opportunity to apply their skills by using institutional-grade equity data.

About Our Partnership

FinChat is an AI-powered equity research platform with institutional-quality financial data and analytical tools.

CFI learners with Full-Immersion memberships receive a 15% lifetime discount on FinChat subscriptions. The partnership connects CFI’s training with the research workflows professional analysts use on the job.

What This Partnership Means for You

This partnership benefits learners building skills for equity research or investment analysis, as well as professionals already working in those roles. By partnering with FinChat to offer reduced pricing, CFI helps eligible learners access a modern equity research platform designed for building financial models and performing company analysis.

FinChat’s platform includes tools to automate historical data collection, competitor comparisons, and benchmarking, letting you practice the workflows analysts use to move through research faster. You gain hands-on experience with AI-driven analysis and instant access to financial data, which you can use to strengthen the fundamental analysis skills you built in CFI courses.

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Certifications Specializations

FMVA
FPAP
BIDA
CBCA
CMSA
FPWMP
FTIP

FP&A
ESG
Leadership
Excel
Business Intelligence
Data Science
Digital Assets
Real Estate
Macabacus
Excel Skills for Professionals

Financial Modeling & Valuation Analyst (FMVA®)

Learn advanced financial modeling, earn industry-standard credentials, and stand out as a top valuation expert

Finance
Financial Modeling
Excel
Valuation
Presentation & Visuals
Budgeting & Forecasting
Accounting
Strategy

4.9 (36,464 ratings)

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Financial Planning & Analysis Professional (FPAP)

Financial planning and analysis (FP&A) professionals support business leaders with decision making by creating world-class financial models and delivering deep insights to improve the financial and operating performance of a company.

Financial Modeling
Excel
Storytelling and Data Visualization
Budgeting & Forecasting
Financial Analysis
Business Partnering

4.9 (26,733 ratings)

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Business Intelligence & Data Analyst (BIDA®)

Lead the data revolution: Build in-depth expertise with hands-on BI & data analysis courses & labs

Data Transformation & Automation
Data Visualization
Data Modeling
Coding
Statistics

4.8 (8,182 ratings)

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Commercial Banking & Credit Analyst (CBCA®)

Advance your career with the essential knowledge and skills you'll gain from a commercial lending and banking certification

Financial Analysis
Credit Structure & Documentation
Management & Business Analysis
Risk Management
Industry Analysis

4.9 (22,938 ratings)

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Capital Markets &Securities Analyst (CMSA®)

Master Capital Markets knowledge and skills and stand out as a certified professional

Derivatives
Fixed Income
Analytical Methodologies
Foreign Exchange
Commodities
Equity

4.9 (13,850 ratings)

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Financial Planning & Wealth Management Professional (FPWMP®)

Get certified online, master technical and soft skills, and stand out to clients–no prior experience necessary

Financial Planning
Practice Management
Business Development
Relationship Management
Investment Management

4.9 (25,014 ratings)

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FinTech Industry Professional (FTIP®)

Master the emerging technologies driving the future of finance. Earn a FinTech certification, unlock new career opportunities, and increase your earning potential.

Financial Technology Fundamentals
Data Science and Machine Learning
Cryptocurrencies and Blockchain

4.9 (16,020 ratings)

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Financial Planning & Analysis (FP&A)

Support business leaders in their decision-making with best-in-class financial models to evaluate and forecast the financial performance of a company.

Financial Modeling
Financial Analysis
Excel
Data Visualization
Accounting

4.9 (92 ratings)

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FPA Excel Modeling Specialization Certificate

Environmental, Social, & Governance (ESG)

Become an Environmental, Social, & Governance specialist with valuable skills in investing, financial and corporate strategy, and more, and earn an in-demand ESG certificate upon completion.

ESG - The Big Picture
ESG Analysis
ESG Integration
ESG Investing
ESG & Business Intelligence

4.9 (6,313 ratings)

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Leadership Effectiveness

Get actionable frameworks that put people and performance first. This program builds crucial leadership skills for aspiring and senior leaders in finance.

Challenging Situations, Conversations, and Change
Relationships and Teams
Communication, Engagement, and Coaching
Self-Awareness and Influence

4.9 (119 ratings)

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Data Analysis in Excel Certificate

Be the Excel wizard everyone admires! Learn to manipulate and connect data, create and visualize insights from raw data, and leverage the latest Excel tools and add-ins to enhance your productivity.

Data Modelling & Analysis
Data Transformation
Data Visualization

4.9 (1,062 ratings)

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Business Intelligence Analyst

Develop real-world analytics skills including creating and dashboarding insights for stakeholders, manipulating and connecting related data to supercharge your work, and using industry standard tools like Power BI, Tableau, and SQL.

Data Visualization
Data Transformation & Automation
Data Modeling
Coding

4.8 (3,255 ratings)

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Data Science Analyst

Gain practical experience with complex datasets and predictive machine learning models. Earn your Data Science certificate upon completion.

Predictive Analysis
Statistics
Coding

4.9 (1,067 ratings)

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Cryptocurrencies and Digital Assets Specialist

Prepare for the future of finance by learning about cryptocurrencies and blockchain practically. Understand how to critically analyze digital assets and gain the skills needed to thrive in decentralized finance.

Technical understanding of Digital Assets
Cryptocurrency Analysis
Purpose of Cryptocurrencies

4.8 (181 ratings)

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Commercial Real Estate Finance Specialist

Enhance your skill set with a specialization in Commercial Real Estate Finance, covering everything from appraisals to financial models to mortgages, and earn a CREF Certificate upon completion.

Real Estate Lending
Construction Finance
Real Estate Financial Modeling
Environmental Analysis and Due Diligence
Lease and Rent Roll Analysis

4.9 (262 ratings)

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Macabacus Specialist

Supercharge your Microsoft Office experience with Macabacus, a powerful add-on. Learn advanced tools and automation techniques to effortlessly create error-free and more professional financial models and presentations.

Format & Present a Financial Model
Reliable Linking to PowerPoint and Word
Configuration of Key Macabacus Settings
Financial Model Auditing
Modular Model Building

4.8 (40 ratings)

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Excel Skills for Professionals Specialization

Advance your career with in-demand Excel skills. Master essential formulas, functions, and visualization tools to build professional workbooks and deliver impactful analysis.

Excel
Data Preparation
Data Visualization

4.8 (6,248 ratings)

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excel skills for professionals specialization certificate

Frequently Asked Questions About CFI and FinChat

If you haven’t found your answer from our FAQ, please send us a message.

1. What is FinChat?

FinChat is an equity research platform designed for fundamental analysis and valuation. It provides financial data, company metrics, and AI-supported tools to support research and comparisons across public companies.

2. What does CFI's partnership with FinChat offer CFI learners?

CFI's partnership with FinChat offers CFI Full-Immersion members a 15% lifetime discount for a FinChat premium subscription, lowering the cost for access to professional-grade research tools that analysts rely on.

3. Who is eligible for the FinChat discount through this partnership, and how do I get it?

CFI learners with Full-Immersion memberships are eligible for the discount. Log in to your CFI dashboard and visit the Member Benefits page for activation instructions. If you currently have a Self-Study or free membership and would like to upgrade to Full-Immersion, please contact [email protected].

4. Who benefits most from this partnership?

Learners pursuing careers in equity research or investment analysis likely benefit most from this partnership. If you're already working in a role involving fundamental research, FinChat could serve as a complementary tool to use with traditional platforms.

5. What can I do with FinChat that I can't do in my CFI courses?

CFI’s courses provide training in skills like financial modeling, valuation, and data analysis. FinChat is a separate platform designed for equity research and company analysis. A FinChat subscription offers the opportunity for you to apply the skills you learned in CFI course with a research platform used by professionals in the field.

If you haven’t found your answer from our FAQ, please send us a message.

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