Financial Services Training
“CFI closes the gap between theoretical knowledge learned in college and practical skills that employers are looking for.”
When Your Team Thrives, So Does Your Firm
Investment Banking
Markets Sales & Trading
Commercial Banking
Asset Management
Private Equity
Wealth Management
Trusted by Hundreds of Leading Firms and Over 2.8M Professionals Worldwide
Financial Services Education Empowers Your Finance Team for Strategic Greatness
Rapid, Targeted Skills Building
CFI’s financial services training delivers practical skills professionals can apply immediately, from financial modeling to risk assessment. With expert-led instruction, students learn at their own pace, completing courses that drive career growth and impact.
Role-Based and Customizable Learning Paths
CFI programs are tailored for specific banking, investment, and insurance positions. From risk modeling to compliance and data privacy, we help you and your team develop relevant skills for a new career.
Learn From World-Class Banking and Investment Experts
Gain insights from top leaders in the financial services industry through training designed for tangible impact. Our hands-on instruction transcends theory, teaching you how to build client relationships, navigate complex deals, and master the process of growing a business in today’s workplace.
Tools and Resources to Boost Productivity
CFI membership includes practical tools to streamline workflows and enhance decision-making, such as a structured curriculum featuring 300+ Excel shortcuts. We also provide templates, financial models, and comprehensive guides to help you confidently prepare for workplace challenges.
Maximize Training ROI
Experience high-impact learning at a fraction of traditional tuition costs. With on-demand financial services education, firms can develop teams for merely 5-10% of the cost per professional compared to in-person programs.
