Corporate Finance Designation (CFD)

The global standard for financial modeling, valuation and analysis

The Corporate Finance Designation (CFD) is the global standard for corporate finance professionals focused on financial modeling, valuation & analysis

What is the Corporate Finance Designation (CFD)?

The Corporate Finance Institute (CFI) is a leading global provider of certificates and designations for corporate finance professionals and administers the Corporate Finance Designation (CFD).

CFD holders are expected to adhere to the highest level of professional and ethical standards.

Earning the CFD demonstrates mastery of a broad range of corporate finance, financial modeling, and valuation skills that will set you apart from the competition.

The CFD curriculum is ideal for anyone working in investment banking, equity research, corporate development, financial planning & analysis (FP&A), treasury, transaction advisory, due diligence and other careers that require financial modeling and valuation analysis.

How do I earn my certification?

To earn the Corporate Finance Designation (CFD) a candidate must:

  1. Enroll in all courses
  2. Download the included Excel files
  3. Complete all of the video-based courses
  4. Pass all of the assessments with a 100% grade (you can always retake the quizzes)
  5. Complete the exercises in your downloaded Excel files

Your designation will be automatically emailed to you in PDF and you can add a verified link to your LinkedIn profile. You can also have a copy of your designation mailed to you as well.

crest on designation certificate

Is there a governing body for CFD?

Yes, our designation is governed by an independent, non-profit institution that oversees the quality and appropriate difficulty of the Corporate Finance Designation (CFD).


Why hire someone with a CFD Charter?

There are many reasons that employers hire professionals with CFD Charter.

Corporate Finance Designation (CFD)

There are many reasons to hire a CFD charterholder.  The main reasons include:

  • A thorough understanding of accounting and financial statements
  • Ability to perform advanced financial analysis and custom reporting
  • Excellent financial modeling skills
  • Advanced business valuation and techniques
  • Ability to synthesize large amounts of data into clear takeaways and recommendations
  • Excellent presentation skills
  • High-level strategic thinking skills
  • Ability to move between strategy and details very easily

Have more questions?

Please, contact us directly about the Corporate Finance Designation (CFD).