CFI & Value Sense

CFI partners with Value Sense to give Full-Immersion members a 7-day free trial and 60% discount on premium subscriptions to the AI-driven financial analytics platform built for long-term value investors.

About Our Partnership

Value Sense is a platform built to support long-term, fundamentals-driven stock investing. It includes tools for stock screening, ratio analysis, and business valuation estimates that help users compare companies and track investment ideas over time.

Through CFI’s partnership with Value Sense, Full-Immersion members receive a 7-day free trial and 60% off an annual subscription. This partnership gives learners access to a platform they can use alongside the valuation, financial analysis, and equity research skills they build through CFI.

What This Partnership Means for You

CFI’s partnership with Value Sense supports learners in building skills in investment analysis, equity research, and fundamentals-based valuation. It gives you a practical way to work with tools used to research public companies, compare financial fundamentals, and evaluate investment ideas over time.

With Value Sense, you can practice:

Screening for companies that fit specific value or quality profiles.
Reviewing ratios and fundamentals across peers.
Building intrinsic value estimates and comparing them to market price.
Tracking watchlists and portfolios over time.
Using AI-supported features to speed up parts of your review.

Start with the 7-day trial to explore the platform. If you decide to continue, Full-Immersion members can subscribe with a 60% discount.

Learn About CFI’s Certification Paths

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)

Explore Program

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)

Explore Program

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)

Explore Program

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)

Explore Program

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)

Explore Program

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)

Explore Program

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)

Explore Program

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

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)

Explore Specialization

excel skills for professionals specialization certificate

Frequently Asked Questions About CFI and Value Sense

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

1. What is Value Sense?

Value Sense is a platform for researching stocks using fundamental analysis. It supports research with tools for screening, comparing company financial performance, and building valuation estimates for long-term investing decisions.

2. What is CFI's partnership with Value Sense?

CFI Full-Immersion members receive 60% off an annual Value Sense subscription, lowering the cost of access to the platform.

3. How do I get the discount?

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 who benefit most from this partnership are those preparing for careers in equity research, investment analysis, or stock trading based on value investing principles.

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

CFI courses build financial modeling, valuation, and analysis skills. Value Sense is a separate platform where you can apply those skills using live company data, screening tools, and valuation estimates.

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

Finance Skills Are Changing Quickly. Are You Ready?

Join over 3 million professionals who have advanced their careers with CFI's world-class certifications.

Earn Your Certification