CFI Financial Analyst Program


Become a Financial Modeling & Valuation Analyst


Corporate Finance Institute®

Complete Financial Analyst Training

Corporate Finance Institute® (CFI) is a leading financial analyst training company that provides career-focused financial modeling and valuation courses. CFI’s courses and certifications have been delivered to tens of thousands of individuals at the top universities, investment banks, accounting firms and operating companies in the world.

Whether you are new to the corporate finance industry or an experienced professional, CFI training on financial modeling and valuation will help you master new skills, achieve professional goals, and advance your career.

CFI courses are designed to provide you with in-demand industry knowledge, hands-on practice, and confidence that will help you stand out from competition and become a world-class financial analyst.

By following CFI’s blueprint for professional success, you will learn the best practices, tools, and techniques to master financial modeling, company valuation, discounted cash flow (DCF) analysis, merger models (M&A), sensitivity analysis, accounting fundamentals, financial statement analysis, and much more.

This professional training program will help you gain on-the-job skills and knowledge that might otherwise take years of hands-on experience to learn.

Trained by globally experienced instructors, graduates complete our analyst program with new knowledge and skills essential for successful careers in corporate finance, investment banking, equity research, corporate development, FP&A, treasury, and accounting.

CFI Program in Financial Modeling & Valuation

Ready to advance your career? Join tens of thousands of professionals who demonstrate a commitment to the field and dedication to continuous improvement of their corporate finance skills.

We understand the critical importance of time in business today and are pleased to offer flexible online training that allows you to complete the courses at your own pace in a timeframe that’s convenient for you.

CFI has created a thorough step-by-step curriculum that covers financial modeling, valuation, and financial analysis topics — from introductory to intermediate and advanced levels (levels 1, 2 and 3).

Our financial analyst training program is suitable for students of various professional backgrounds and is designed to teach you everything from the bottom up. By moving through the three levels of mastery, you can expect to be performing industry-leading corporate finance analysis upon successful completion of the courses.

Curriculum

CFI classes are offered 100% online, allowing you the flexibility to start the financial analyst program, set your own schedule, and study at a time that’s most convenient for you.

The analyst program includes 7 optional prerequisites to review the fundamentals,  9 required courses to build a strong foundation in financial modeling and valuation, plus a minimum of 3 elective courses that allow more focus on specific topics and skills (12 required courses in total).

This program will require between 50 and 100 hours of study to master the course content and complete the exercises, quizzes and final assessments. You will learn from a variety of methods, including recorded video lectures, hands-on exercises, quizzes and multiple choice tests.

Graduation Requirements:

To be granted the Financial Modeling & Valuation Analyst credential from the CFI Program, students must successfully complete all required and elective courses (12 in total) and demonstrate mastery of the topics through completion of the course materials, quizzes, and assessments.

Students must earn a minimum passing grade of 80% in each course assessment to complete the requirements for the program and receive certificates of completion.

Financial Modeling Level 1 (beginner)

Optional Prerequisites

OPTIONAL PREREQUISITES

Course NameCourse CodeRecommended Study Hours
Accounting FundamentalsCFI 1011-3
Reading Financial StatementsCFI 1021-3
Fixed Income FundamentalsCFI 1031-3
Excel Crash Course for Corporate FinanceCFI 1041-3
Introduction to Corporate FinanceCFI 1051-3
Math for Corporate FinanceCFI 1061-3
Financial Modeling FundamentalsCFI 1071-3
Financial Models & Templates LibraryCFI 099N/A
Financial Modeling Level 2

Required Courses

CORE COURSES (9 required)

Course NameCourse CodeRecommended Study Hours
Financial Analysis FundamentalsCFI 1082-4
Building a Financial Model in ExcelCFI 2012-4
Business Valuation FundamentalsCFI 2022-4
Budgeting and ForecastingCFI 2032-4
FP&A Monthly Cash Flow ForecastingCFI 2042-4
Behavioral Finance FundamentalsCFI 2052-4
Scenario and Sensitivity AnalysisCFI 3012-4
Advanced Excel FormulasCFI 3022-4
Dashboards & Data VisualizationCFI 3032-5
Financial Modeling Level 3 (advanced)

Elective Courses

ELECTIVE COURSES (3 required)

Course NameCourse CodeRecommended Study Hours
Real Estate Financial ModelingCFI 3044-8
Startup / e-Commerce Financial ModelCFI 3054-8
Mining Financial Model & ValuationCFI 3064-8
Mergers and Acquisitions (M&A) ModelingCFI 3074-8
Financial Modeling with VBACFI 3082-5

100% Online

The same content taught at global banks, with the flexibility to go at your own pace

Practical

Interactive courses, case studies and exercises from industry-leading instructors

Career-Focused

Practical applications in Excel and PowerPoint to give you skills that can be applied to your career right away

When you graduate from the program, you'll be able to:

  • Emerge with superior CONFIDENCE and BUSINESS SKILLS
  • Have better CAREER OPPORTUNITIES available to you
  • Be more DESIRABLE in the eyes of HIRING MANAGERS and recruiters

Learning Objectives

The CFI Program covers a critical body of knowledge necessary for becoming a world-class financial analyst. The core curriculum for the program includes:

Financial Modeling

Develop industry-leading best practices for layout, design and structure of models
Learn how to build a dynamically linked 3-statement model in Excel from scratch
Create a multi-year forecast to project the income statement, cash flow and balance sheet into the future
Use advanced Excel formulas and functions to make models both robust and dynamic
Perform scenario analysis, sensitivity analysis, accretion/dilution analysis and other advanced modeling practices
Learn how to build models that are well designed, intelligently structured, and easy for other users to work with

Valuation

Learn how to value a company using comparable company analysis, precedent transactions, and discounted cash flow DCF modeling
Build numerous DCF models from scratch in Excel and learn how to calculate a firm’s weighted average cost of capital
Understand how and when to use Enterprise Value and Equity Value multiples for valuation
Learn about the pros and cons of different valuation methods, and become proficient in all of them
Arrive at a range of values for a business combining multiple methods

Financial Analysis

Learn advanced forms of financial analysis including ratios, rates of return, risk assessment, credit metrics, debt schedules, cash flow waterfalls and more
Assess the overall attractiveness of investment opportunities using financial models, scenarios, and multiple types of analysis
Develop insightful and charts and graphs for powerpoint presentations
Build Excel dashboards and use advanced data visualization techniques
Go beyond the financial model to truly understand the risks and opportunities of an investment opportunity

Presentations

Learn to create beautiful charts, graphs and tables in Excel
Build professional powerpoint presentations and pitch decks
Create insightful dashboards and outputs for presentations
Learn how to use data visualization to get your point across
Impress executives and leadership teams with deep insights and impactful presentations

Why Certification is Necessary

In a highly demanding job market, it is critical for you to gain a competitive advantage through professional development and industry-oriented certifications.

As financial analysis practices and business tools evolve at an ever-increasing rate, a gap is formed between the foundation provided by postsecondary institutions and the on-the-job competencies required in today’s business environment.

The CFI Training Program and certification were established to pick up where traditional schooling leaves off and bridge this education gap.

 

CFI Program Certificate - Financial Modeling Valuation Analyst

 

A certification from CFI on your resume gives recognition of competence, demonstrates a commitment to ongoing professional development, and helps with job advancement.

Tuition

$497 CFI FULL PROGRAM – Lifetime access to all courses – “Financial Modeling & Valuation Analyst”
PICK AND CHOOSE – Individual courses and pricing

The CFI Program can be purchased all at once or on a course-by-course basis. All fees are in US dollars and are subject to change.
Program fees may be paid by Visa®, MasterCard®, PayPal, money order, certified cheque or wire transfer.

Enroll Now

About Corporate Finance Institute®

CFI is a world-leading provider of online financial analyst training programs. CFI’s courses, programs, and certifications have been delivered to tens of thousands of individuals around the world to help them become world-class financial analysts.

The analyst certification program begins where business school ends to teach you job-based skills for corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), and accounting.

CFI courses have been designed to make the complex simple by distilling large amounts of information into an easy to follow format. Our training will give you the practical skills, templates, and tools necessary to advance your career and stand out from the competition.

43,188

Students enrolled in 2017

110+

Countries

20+

Average years of instructor experience

Frequent Asked Questions

Our financial analyst training program is suitable for students of various professional backgrounds and is designed to teach you everything from the bottom up. If you don't have a background in finance, we recommend taking the optional prerequisites listed under Curriculum before proceeding to the required Core and Elective courses.
Can I download the Excel files and financial modeling templates?
Yes! All courses come with downloadable Excel files. In total, you can download 14 different financial modeling templates to use.
How long do I have to complete the courses?
You will have lifetime access to the courses and all future upgrades. You can rewatch the video lessons as many times as you like and complete the courses at a pace that is convenient for you.
What is the duration or the program?
We recommend approximately 100 hours to complete the full training. The program is flexible and allows you to study at your own pace. Please see the "Curriculum" section for recommended study hours for each course.
Are CFI courses verified?
Yes! Our courses and certificates count as verified Professional Development for CFA and CPA charterholders.
Are there any additional fees or costs?
No! The program price includes everything and there are no additional fees or charges to earn your digital certificates.
What currency are your courses priced in?
All of our online courses are priced in USD.
Can I take individual courses instead of completing the whole program?
Yes, you can take individual courses and will earn course certificates upon completion.
How do I earn my certificates?
You have to complete all the video lessons, quizzes and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade.
Can I email the instructor if I have questions?
While the courses are self-study, you can contact us if you experience any technical difficulties or ask content questions on our quarterly webinars.
Will these courses help me advance my career?
Based on reviews from thousands of students, we know how CFI courses have helped so many people advance their finance careers. Our training is designed to be extremely practical and simulates the experience of being trained as a professional financial analyst - the ultimate way to advance your career.
Do you offer a monthly payment plan?
Yes! Please contact us for details.
What payment methods do you accept?
We accept all major credit and debit cards including Visa, MasterCard, American Express, and Discover. Our payment processors include Stripe and PayPal. We also accept bank wire transfers if requested by email.
More Questions?
Please Email us and we'll be happy to answer any of your questions!