The CFI Body of Knowledge represents the main topics, skills, and abilities required to successfully complete the program. The CFI Program is designed to instill the practical skills required to perform world-class financial analysis.
I. Accounting
Constructing a balance sheet and income statement
Constructing a cash flow statement
Understanding the balance sheet
Understanding the income statement and cash flow
II. Budgeting, Forecasting, FP&A
Budgeting Within a Strategic Framework
Building a Robust Budgeting Process
A Practical Guide to Developing Budgets
Forecasting Techniques
Tracking Budget Performance with Variance Analysis
Applied Budgeting Tools and Techniques in Excel
Financial Modeling Best Practices
Modeling Cash Flows
Building Your Financial Model in Excel
Enhancing Your Model
III. Excel
Excel layout
Excel settings
Basic financial analysis setup
Advanced financial analysis setup
Functions and formulas
Excel tips and tricks
Better formulas
Catering for uncertainty
Auditing a model
Excel template setup
Financial statements
Financial analysis
Macros
Introduction to VBA for financial modeling in Excel
Design, build and run VBA sub procedures
Create customized Excel functions
Branching, looping and procedure code
IV. Finance
Fixed income products and markets
Pricing fixed income securities and duration
Overview of Corporate Finance
Business valuation
Mergers & Acquisitions
Debt financing
Equity financing
Corporate finance careers
Decision making biases and errors
Information processing errors
How decisions are impacted by others
V. Financial Analysis
Vertical and horizontal income statement analysis
Balance sheet and leverage ratios
Cash flow statements and ratios
Rates of return and profitability analysis
VI. Financial Modeling
Financial Modeling
A structured approach to financial modeling
Forecasting income statement and balance sheet items
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