Earn a Business Essentials Certificate

Round out your skill set with CFI'S Business Essentials Bundle, covering everything from Excel, PowerPoint, and PitchBook to data visualization to corporate strategy, and earn a BE Certificate upon completion.
  • Learn from anywhere, at your own pace
  • Get the skills global institutions such as Amazon, Goldman Sachs, and Samsung are looking for
  • Earn your BE Certificate in 40-50 hours

Business Essentials at a Glance

Bundle Overview

Our Business Essentials bundle will teach you Microsoft Excel, Word, and PowerPoint skills, as well as business communication skills, data visualization skills, and an understanding of corporate strategy. Whether you’re an analyst, salesperson, consultant, or manager, these courses will prepare you with the essentials to take the next step in your career.



Online learning

Video Online

Learn at your own pace

With videos, exercises and quizzes



To our full course library



Total courses

40-50 Hours

Average completion time

Receive a certificate

To verify your skills

Your Road to a Business Essentials Certificate

This comprehensive bundle consists of 8 courses to deliver practical, real-world business skills.

8 required courses

Round out your skill set with all 8 required courses.

Excel Fundamentals - Formulas for Finance
Level 2
3.5 hours
Preview Course
Microsoft Word Tutorial - Business Documents
Level 1
2.5 hours
Preview Course
PowerPoint & Pitchbooks
Level 2
7.5 hours
Preview Course
Power BI Fundamentals
Level 3
9 hours
Preview Course
Dashboards & Data Visualization
Level 2
6 hours
Preview Course
Effective Business Writing
Level 2
2.5 hours
Preview Course
Corporate & Business Strategy
Level 3
7.5 hours
Preview Course
Professional Ethics
Level 1
3 hours
Preview Course
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Get courses in a bundle

CFI’s course bundles are designed to build your skills in a wide range of tools and topics that cut across many industries.
Business Essentials will help build your business acumen and prepare you for faster professional growth.

Business Essentials Learning Objectives

Microsoft Excel

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    • Apply tips, tricks, shortcuts, functions, and formulas you need to become an Excel power user
    • Build a strong foundation in Excel for any industry and professional career path
    • Familiarize yourself with industry-leading Excel best practices

Microsoft Word

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    • Utilize the most important functions and tools for document structure and design
    • Create clean, simple, and professional Word documents
    • Understand the design principles you should apply to different types of business documents

Microsoft PowerPoint

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    • Practice using functions and tools that will make you a distinguished PowerPoint user
    • Understand and employ industry-leading best practices to create word-class presentations
    • Visualize concepts with Microsoft PowerPoint

Business Communication

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    • Capture attention with proper business writing best practices
    • Deliver messages with clear, concise, and clean communication
    • Improve the chances of your recommendations being accepted

Data Visualization

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    • Focus your readers attention, tell stories, and drive narratives with data
    • Implement design principles into your charts and graphs
    • Build dashboards and visualize data in Microsoft Excel and Power BI


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    • Understand strategic analysis and how it helps decision-makers identify optimal strategic alternatives
    • Perform external analysis by examining the forces affecting a company and internal analysis by understanding a company’s core competencies and competitive advantages
    • Explore tools used by decision-makers to evaluate and select optimal strategic alternatives


See Details
    • Describe the elements of business ethics
    • Apply professional ethics and the moral principles of integrity
    • Use an ethical decision making framework

Taught by Industry Experts

Tim Vipond
Tim is Co-Founder and the CEO of CFI. Since 2005, he has been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, and capital raising totaling more than $3 billion in value. Building CFI from the ground up, Tim’s goal is to share the business, finance, and professional skills he’s acquired to a wider audience and improve the lives and careers of learners worldwide. He believes that anyone, regardless of circumstance, should have the opportunity to become a world-class professional.
Lisa Dorian
Lisa is Co-Founder, Chief Risk Officer, and Managing Director of CFI. She has spent her career in a variety of executive-level positions, including Financial Controller, Chief Financial Officer, Chief Audit Executive, and President. Further, given her experience as a corporate trainer for almost 20 years, Lisa has acquired a breadth of knowledge in corporate and professional skills that encompasses any role. She has shared her knowledge and experience with new hires and board directors alike.
Victor Ho
Victor is a Senior Financial Analyst at CFI. He graduated with an honors degree in finance, has earned his FMVA®, and is pursuing his CFA designation. He has worked in both the private sector for a large natural resources producer and the public sector for government agencies. At CFI, he uses his skills and understanding of finance to craft courses that help others looking to advance or break into the field. He has also supported learner by helping them improve their business communication skills. Victor aims to share his passion by helping others discover their love of finance.
Kyle Peterdy
Kyle is VP Commercial Banking & Credit with CFI. He was formerly a commercial banker, and previous to that a professional educator. With formal training in both pedagogy and finance, Kyle understands the unique blend of qualitative and quantitative skills required to be successful in both public and private sector professional settings. Kyle has a passion for supporting learners in achieving their career goals.

Our alumni work at:

Advance your career

People Management Skills

Improve your understanding of business strategy and the role of ethical decision making in your organization

Sales Skills

Improve your communication and presentation skills to develop better pitches to clients and win more business

Relationship Management Skills

Communicate more effectively with clients and be more efficient in delivering presentations and reports

Business Analysis Skills

Work with data more effectively in order to identify trends and actionable insights

Consulting & Advisory Skills

Master spreadsheet functionality; design and deliver better presentations and written reports

Trust Our Certified CFI Learners

Ismail Bekrate
Chief Accountant
Just completed the Financial Modeling & Valuation Certification with the #corporatefinanceinstitute! Thank you Tim Vipond and his team for this highly practical program that uses very realistic cases of Modeling and Company’s Valuation and covers all the important aspects of...
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After almost six months of courses, finally I have achieved the #FMVA ( Financial Modeling and Valuation Analyst) Certificate from Corporate Finance Institute® (CFI) . I want to thank Tim Vipond, FMVA® Scott Powell and all people from Corporate Finance...
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Jayendra Rathod
MBA - Finance | Experi...
Glad to announce!! Recently completed a Financial Modeling & Valuation Analyst (FMVA)® Certification issued by Corporate Finance Institute® (CFI) an important step towards core financial learning. With electives in Merger & Acquisition (M & A) Modeling, Leveraged Buyout LBO modeling...
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Stephen Moerane
Director Of Special Pr...
Today marks a very important milestone in my educational journey. I have been looking for a way to get into Finance but hadn't been able to identify a credential that would do the job without interrupting my work schedule. Thank...
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Muhammad Heryanto...
Deputy Director at PT....
I'm very grateful to finally earn my FMVA certification, after several months finishing up every module one-by-one.. Special thanks to Tim Vipond, FMVA®, Scott Powell, Jorge Marques, FMVA®, Lonny Coulombe, Antoine Bishara and all CFI team for such a great...
Read more
Ihor Kukhar
Financial Modeling and...
Hey folks, After 6 months of studying, 19 courses, and over 900 lessons, I have finally completed Corporate Finance Institute® (CFI)’s Financial Modeling & Valuation Analyst Certification Program. I would definitely recommend it to anyone that is looking to get...
Read more

Enhance your skills with CFI's
Business Essentials

Frequently asked questions

Admission Requirements
The Business Essentials bundle is open to learners and professionals in various industries and levels of experience. To take the courses and complete the exercises, learners will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection.
How much time do I have to complete the courses?
It takes an average of 40-50 hours to complete all the courses in the bundle. However, there is no specific timeframe required to complete any of the courses and you are free to complete it at your own pace.
Can I download and edit the course material and templates?
Yes! You can download the resources included in your courses. All of the files needed in a course are available for download, however, lecture videos are only available online due to copyright infringement issues.
How are the exams conducted?
Learners are required to complete an online assessment (MCQ's, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the assessments at your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. The course assessments can be repeated as many times as you need.
How do I earn my certificates?
You need to complete all the video lessons, quizzes, and final assessments in each course to earn your course completion certificates.
What currency are your courses priced in?
All of our online courses and programs are priced in USD.
What payment methods do you accept?
We accept all major credit and debit cards including Visa, MasterCard, and American Express.
Are there any additional fees or costs?
None! The program tuition includes everything and there are no additional fees required to earn your digital certification.
More Questions?
Please Email us and we'll be happy to answer any of your questions!

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