Commercial Banking & Financial Planning Career Booster

Many banking professionals start out as customer experience associates, tellers, assistants, or junior advisors—but what does it take to move upstairs, work with more complex clients, and transition into higher-impact areas at the firm?

CFI’s mission is to deliver practical, hands-on training and enablement that moves beyond the abstract concepts and classroom-style learning found throughout much of the industry today. 

Two of our certification programs—CBCA and FPWM—are extremely popular with up-and-coming banking pros that are ready to sharpen their skills and take on more specialized roles. 

Simply fill out the form on this page and we’ll deliver a hand-picked selection of free courses, articles, and templates to your inbox that focus on these core skills and pathways:

  • Opportunities in banking & commercial lending
  • Understanding credit
  • Career paths in financial planning & wealth management
  • Market fundamentals and dynamics

All of our resources are focused, practical, and modeled after real-world use cases and institutions—so you can quickly apply what you’re learning in your daily role. 

Happy learning!

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