Vertical IQ Fundamentals Course Overview

Vertical IQ is a leading industry intelligence platform. It includes hundreds of industry reports as well as granular economic data from over 3,000 counties and metropolitan areas in the United States. This course examines how to navigate the Vertical IQ platform and how to leverage the research, the data, and the customizable resources for a variety of use cases. These include comprehensive call prep, targeted selling strategies, and risk mitigation tools for financial services professionals, particularly business and commercial bankers.

Vertical IQ Fundamentals Learning Objectives

Upon completing this course, you will be able to:

  • Explain why industry intelligence is so important for the analyst community.
  • Navigate the Vertical IQ platform effectively.
  • Calculate financial ratios in Excel and compare these metrics to industry benchmarks.
  • Prepare more comprehensive due diligence questions.
  • Develop a more robust outreach program for clients and prospects by tapping into Vertical IQ’s sales kit and targeted search functionality.
  • Interpret how local economic data from over 3,000 counties and metros in the US can be leveraged into actionable insight.

Who Should Take This Course?

This Vertical IQ Fundamentals course is designed for current and aspiring commercial lending professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators.  

Vertical IQ Fundamentals


Level 2

Approx 1.5h to complete

100% online and self-paced

Get Started Enroll For Free

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA®) Certification

  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

What Our Members Say

Very Usefull
You have a full visibility, of information very accurate

Aurelio Chiziane

In Vertical IQ Fundamentals course I understand Why
1) industry intelligence is so important for the analyst community 2) In terms of navigating the vertical IQ platform effectively 3) calculations of financial ratios in Excel and compare these metrics to industry benchmarks 4) To prepare more comprehensive due diligence questions and more... Since I am new in this field, I still need to put more effort to learn more about Vertical IQ Fundamental in order to be more advanced. Big-Up to my favorite CFI Team, may you grow guys to all four corners of the world with your skills

Cecil Ncekana

The insights gained are so educative.

Dennis Erima

Very nice
Good presentation course for this product.

Ioan Potecasu

Frequently Asked Questions

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What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must 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. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
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