Complete Your CPE Requirements with NASBA Accredited Courses

Gain real-world skills and meet compliance requirements with CFI’s NASBA-accredited online courses.

Earn Your CPE Credits
Complete Your CPE Requirements with NASBA Accredited Courses

Earn NASBA-Accredited CPE and CPD Credits Online with CFI

CFI's NASBA-accredited CPE and CPD courses for finance professionals is the best way to keep up with requirements. Access over 550 CPE credits across a wide range of finance, accounting, and business topics, allowing you to meet CPE compliance requirements from anywhere, anytime.

Whether you’re a CPA, CMA, CFA, or financial analyst, our courses are designed to align with the demands of CPA certification, finance continuing education, and professional development.

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Why Choose CFI for Your Finance Continuing Education?

CFI's programs are recognized globally, ensuring that professionals not only fulfill CPE compliance requirements but also gain the skills needed for real-world application. Our expert-led courses focus on practical knowledge, equipping you with tools to excel in corporate finance, accounting, and beyond. Every course offers verifiable CPE credits that meet NASBA standards, ideal for those seeking online flexibility and ease.
Corporate Finance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Explore CFI's CPE Courses Today!

Course Name
CPE Credits
Field of Study
Level
 Topics
High-Yield Bonds, Subordinated Debt, and Loans 3.5 Finance Level 3 122,125,58
Construction Loan-in-Process 1 Specialized Knowledge Level 3 55,57
Corporate & Business Strategy 4.5 Finance Level 3 96
Securitized Products 3 Finance Level 4 122,58
SQL Fundamentals 5 Specialized Knowledge Level 3 68,79
Excel Data Visualization and Dashboards 2 Specialized Knowledge Level 3 67,73
5 Cs of Credit 1.5 Finance Level 2 55,118,125
Loan Security 1.5 Finance Level 3 55,103,56
Loan Pricing 2.5 Finance Level 4 55,103
Corporate Finance Fundamentals 2.5 Finance Level 2 99,54
Professional Ethics 2 Regulatory Ethics Level 1 65,105
Equity Markets Fundamentals 4 Finance Level 3 122,59,54
Tableau Fundamentals 5 Finance Level 3 68,67,78
Spot Foreign Exchange 2 Finance Level 2 122,60
Commercial Banking - Debt Modeling 3 Finance Level 4 55,73,53
Introduction to ESG 1.5 Specialized Knowledge Level 1 65
Real Estate Fundamentals 2 Specialized Knowledge Level 3 55,57,100
Loan Default Prediction with Machine Learning 5 Finance Level 5 69,103,70,80
Applied Fixed Income 5 Finance Level 4 122,58
Presentation of Financial Information 1 Finance Level 2 67,105
Power Query Fundamentals 3.5 Finance Level 3 68,101,73,97,77
Advanced Excel Formulas & Functions 3.5 Finance Level 3 73,98
Mergers & Acquisitions (M&A) Modeling 4 Finance Level 4 53,123
Excel Fundamentals - Formulas for Finance 3.5 Finance Level 2 105,73,98
Evaluating a Business Plan 2 Finance Level 2 55
Economics for Capital Markets 3 Finance Level 2 122,84
Budgeting and Forecasting 4.5 Finance Level 3 52,96
Retail, Restaurant, & Franchise Lending 3 Finance Level 3 55,125,100
Financial Analysis for Credit 4 Finance Level 3 55,118,125
Power BI Financial Statements 4.5 Finance Level 4 68,73,53,75,77,79
Convertible Bonds 2.5 Finance Level 4 122,62,59,58,124
Hedge Fund Fundamentals 2.5 Finance Level 2 64,59,58,124
Fundamentals of Credit 2 Finance Level 1 85,55,118,125
Derivatives Fundamentals 2.5 Finance Level 3 122,62,124,56
Commodities Fundamentals 2.5 Finance Level 3 122,61,62
Assessing Drivers of Business Growth 1.5 Finance Level 2 55,96
Banking Products and Services 3.5 Finance Level 1 85,55
Accounting Fundamentals 2 Accounting Level 2 51,105
Effective Business Writing 3.5 Specialized Knowledge Level 2 105
Credit Administration and Documentation 1 Finance Level 3 55,125
Repo (Repurchase Agreements) 2 Finance Level 3 122,58
Portfolio Management Fundamentals 1.5 Finance Level 1 64,66
Statistics Fundamentals 3.5 Specialized Knowledge Level 2 68,69,111
Startup / e-Commerce Financial Model & Valuation 4 Finance Level 4 53,102
Syndicated Lending 2 Finance Level 3 55,125
Account Monitoring and Warning Signs 1.5 Finance Level 3 55,125,103
Construction Finance Fundamentals 2 Specialized Knowledge Level 3 55,57,100
Mining Financial Model & Valuation 2.5 Finance Level 4 53,102
Real Estate Financial Modeling 3 Finance Level 5 53,102
Scenario & Sensitivity Analysis in Excel 1.5 Finance Level 3 73,53,54
Advanced Fixed Income 2 Finance Level 5 122,62,58
Environmental Due Diligence for Credit 2.5 Specialized Knowledge Level 3 55,57,125,65
Lending to Complex Structures 3.5 Finance Level 3 55,125
Introduction to Business Intelligence 1.5 Finance Level 1 68,85
Introduction to Capital Markets 1.5 Finance Level 1 64,122,59,58,123
Renewable Energy - Solar Financial Modeling 3 Finance Level 5 53,102
Data Science & Machine Learning Fundamentals 3.5 Information Technology Level 2 69,83,70,80,79
Short Duration Products 3.5 Finance Level 3 122,58
Assessing Management 2 Finance Level 2 55,118,96
Equipment Finance 1.5 Finance Level 3 55,100
Reading Business Financial Information 3 Finance Level 2 51,118,105
Power Pivot Fundamentals 2.5 Finance Level 3 68,67,73,97,76
Excel VBA for Finance 4 Finance Level 3 68,81
PowerPoint & Pitchbooks 4.5 Finance Level 2 67,105,123
Completing a Credit Application 2 Finance Level 3 55
Fixed Income Fundamentals 1.5 Finance Level 3 122,125,58,126
Foreign Exchange Fundamentals 2 Finance Level 1 122,60
Python Fundamentals 5.5 Information Technology Level 4 69,83,70,80,111
Forms of Business Structure 2 Finance Level 1 55
How to Read a Commercial Real Estate Appraisal 1.5 Specialized Knowledge Level 3 55,57,100
Financial Analysis Fundamentals 4.5 Finance Level 3 51,118,53,52
Introduction to Banking 2 Finance Level 1 85
Commercial Mortgages 3 Finance Level 4 55,57,103
Futures Pricing and Commodity Futures 2.5 Finance Level 3 61,62,124
Tableau Trading Dashboard 3 Finance Level 4 68,67,79,78
How to Read a Lease and Analyze a Rent Roll 2 Specialized Knowledge Level 3 55,57,100
Power BI Fundamentals 5 Finance Level 3 68,101,67,75,77
Trading Using Technical Analysis 3.5 Finance Level 2 64,122,59,124
ESG Fundamentals 3 Specialized Knowledge Level 2 65
3-Statement Modeling 5 Finance Level 4 53,123,128
Loan Covenants 2 Finance Level 3 55,118,125,103
Behavioral Finance 3 Finance Level 1 64,122,66
Reading Financial Statements 3 Finance Level 2 51,105
Equity, FX, and Rate Futures 2 Finance Level 3 62,59,60,124
Leveraged Buyout (LBO) Modeling 8.5 Finance Level 5 53,123,128
Microsoft Word Tutorial - Business Documents 1.5 Finance Level 1 105
Monthly Cash Flow Modeling 2 Finance Level 3 53,52
Structuring a Construction Loan 1.5 Specialized Knowledge Level 3 55,57,100,103
Math for Finance Professionals 4.5 Finance Level 2 99
Credit Fixed Income 3 Finance Level 3 122,125,58
Cash Flow Cycles and Analysis 1.5 Finance Level 3 55,118
Prime Services and Securities Lending 2 Finance Level 2 64,59,58,124
Bayesian Thinking 2 Finance Level 5 69,70,111
Modeling Risk with Monte Carlo Simulation 2 Finance Level 4 69,99,126,80,111
Careers in Commercial Banking 1.5 Finance Level 1 85,55
Advanced Tableau - LOD Calculations 3.5 Specialized Knowledge Level 4 68,67,78
Advanced Power BI 6 Finance Level 4 68,67,75,77,80
Lending to Medical Professionals 3 Specialized Knowledge Level 3 55,100
Profitable Lead Generation 2.5 Finance Level 3 55
ESG Disclosure 1.5 Specialized Knowledge Level 2 65
Introduction to Cryptocurrency 2 Finance Level 1 63,83
Asset-Based Lending & Alternative Finance 3 Finance Level 4 55,125
Advanced Futures & Forwards 2.5 Finance Level 4 62,58,124
ESG Integration & Financial Analysis 3.5 Specialized Knowledge Level 3 65,53
Introduction to Financial Planning and Wealth Management: Industry and Careers 2.5 Finance Level 1 85,66
Venture Debt 3.5 Finance Level 4 55,118,125,100
Private Banking 3 Finance Level 3 56,66
Greenhouse Gas Accounting 2 Accounting Level 3 51,65
Cryptocurrency Intermediates: Bitcoin Explained 2 Finance Level 2 63,83
Regression Analysis - Fundamentals & Practical Applications 3.5 Specialized Knowledge Level 4 68,69,80,111
ESG for Commercial Lenders 2.5 Specialized Knowledge Level 4 55,65
Problem Loans 2.5 Finance Level 3 55,118,125,56
Advanced Tableau - Data Model 2 Specialized Knowledge Level 4 68,67,78
Origination Fundamentals - Debt Capital Markets Perspective 3 Finance Level 2 122,58,123
Converting Leads to Customers - Negotiation & Closing 2.5 Finance Level 3 55
Trade Finance 2.5 Finance Level 3 55,56
Operational Modeling 6 Finance Level 3 53
Foreign Exchange - Deliverable Forwards 2 Finance Level 4 122,62,60
Classification - Fundamentals & Practical Applications 2 Specialized Knowledge Level 4 69,83,111
Cryptocurrency Intermediates: Understanding Ethereum 2 Finance Level 2 63,83
Analyzing Growth Drivers & Business Risks 1.5 Finance Level 1 55,96,56
Asset Classes and Financial Markets 2 Finance Level 2 122,59,58,66
Understanding Options 1.5 Specialized Knowledge Level 3 62,56
Enterprise Deployment & Governance: Power BI Edition 2.5 Specialized Knowledge Level 4 68,75
Giving Effective Feedback 2 Specialized Knowledge Level 1 71
Human Capital Management 2 Specialized Knowledge Level 1 65,71
Pitch Deck Essentials for Lenders 1.5 Specialized Knowledge Level 1 55,67
Financial Planning Principles 2.5 Finance Level 2 66
Options Hedging and Trading Strategies 1 Finance Level 4 64,62,124,56
Corporate Governance 2.5 Specialized Knowledge Level 2 65
Portfolio Management for Retail Clients 1.5 Finance Level 2 66
R Fundamentals 5 Specialized Knowledge Level 4 69,70,108
Foreign Exchange - Non-Deliverable Forwards 1.5 Finance Level 5 122,62,60
Comparable Valuation Analysis 3.5 Finance Level 5 51,123,54
DCF Valuation Modeling 7.5 Finance Level 3 53,123,128,54
Modeling Taxes for Different Business Structures 1.5 Finance Level 2 51,73
Graph Database Fundamentals 4 Specialized Knowledge Level 4 69
Economics for Financial Advisors 1.5 Finance Level 1 84,66
Widgets Inc. - Adjusting a Business Owner’s Net Worth 1 Finance Level 2 55,118,125
Risk Management and Insurance Planning 2 Finance Level 2 56,66
Effective Communication for Client Facing Advisors 1.5 Communications and Marketing Level 1 66
Data Prep for Machine Learning in Python 5 Specialized Knowledge Level 4 69,70,80
Fundamentals of Data Analysis in Excel 4.5 Specialized Knowledge Level 2 101,67,97
Introduction to Agribusiness 2 Specialized Knowledge Level 1 55,84,100,56
Cryptocurrency Intermediates: Altcoins, Stablecoins, CBDCs and NFTs 2.5 Specialized Knowledge Level 2 63,83
Leading High-Performing Teams 2 Specialized Knowledge Level 1 71
Carbon Market Fundamentals 1.5 Finance Level 3 65
Pricing Options and Option Sensitivities 3.5 Finance Level 5 62,99
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure 1 Finance Level 3 55,118
SQL Case Study - WOWI Sales Analysis 3 Specialized Knowledge Level 3 68,79
Introduction to Climate Risk Management 2.5 Finance Level 1 65,56
Macabacus Quick Start Guide 1 Specialized Knowledge Level 2 72
Power BI Case Study – CFI Capital Partners 2 Specialized Knowledge Level 3 68,101,75,77
Tableau Fundamentals Case Study 1 Specialized Knowledge Level 3 68,67,78
Format a Financial Model with Macabacus 1.5 Finance Level 2 72
Alternative Investments for Wealth Advisors 2.5 Finance Level 2 61,124,128,66
Introduction to FinTech 1.5 Specialized Knowledge Level 1 83
Introduction to Business Valuation 5 Finance Level 3 53,54
Agriculture Lending Fundamentals 3 Finance Level 3 55,100
Having Difficult Conversations and Managing Conflict 1.5 Specialized Knowledge Level 1 71
Audit a Financial Model With Macabacus 2 Finance Level 3 72
The Role of The FP&A Professional 1.5 Finance Level 1 85,52
Introduction to InsurTech 2.5 Specialized Knowledge Level 1 83
Leading with Emotional Intelligence and Self-Awareness 2 Specialized Knowledge Level 1 71
Modular Model Building with Macabacus 2 Finance Level 2 72
Python Fundamentals Case Study 2 Specialized Knowledge Level 4 80
Build Your Own Robo-Advisor 0.5 Specialized Knowledge Level 3 64,83,66
Introduction to Risk Management 2.5 Finance Level 1 56
Deconstructing Options 0.5 Finance Level 4 62,124
Networking, Prospecting, & Converting Leads 2 Specialized Knowledge Level 2 66
Conducting a Materiality Assessment 0.5 Finance Level 3 65
Communicating & Leading with Influence 2 Specialized Knowledge Level 1 71
Power Query Fundamentals Case Study 1.5 Specialized Knowledge Level 3 68,101,73,97,77
Introduction to 3-Statement Modeling 3.5 Finance Level 3 51,53
Build a Presentation with Macabacus 2 Specialized Knowledge Level 2 67,72
Mastering Client Discovery 1.5 Specialized Knowledge Level 2 66
Developing ESG Policies 0.5 Finance Level 2 65
Options Strategies for Wealth Advisors 2 Finance Level 3 62,66
Coaching for Workplace Performance 2.5 Specialized Knowledge Level 1 71
Fundamentals of Data Analysis in Excel - Case Study 1.5 Finance Level 3 97
WealthTech Fundamentals 1.5 Specialized Knowledge Level 1 83,66
Digital Banking Fundamentals 1 Specialized Knowledge Level 1 83
Intermediate DAX & Time Intelligence 4 Finance Level 4 68,73,75
Cybersecurity and RegTech Fundamentals 3 Specialized Knowledge Level 2 83,56
Excel Fundamentals - Quick Start Guide 4 Finance Level 1 105,73,98
Leading Organizational Change 2.5 Specialized Knowledge Level 1 71
Payment Technology Fundamentals 1.5 Specialized Knowledge Level 1 83
Advanced Tableau - Table Calculations 1.5 Specialized Knowledge Level 4 78
Equity Allocation for Wealth Management 2.5 Finance Level 1 59,66
Basel III and Risk Management 5 Finance Level 2 56
M&A Accounting & Purchase Price Allocation 2.5 Finance Level 5 51,123,128
FP&A Modeling Pt.2 - Formatting & Revenue 1.5 Finance Level 3 73,53,52
FP&A Modeling Pt.3 - Headcount Analysis 1 Finance Level 3 73,53,52
AI-Enhanced Financial Analysis 3.5 Specialized Knowledge Level 2 51,121,111
FP&A Modeling Pt.1 - Design 0.5 Finance Level 3 73,53,52
Developing a High Impact Financial Plan 2.5 Specialized Knowledge Level 2 66
Market Risk Fundamentals 2 Finance Level 3 126,56
Reading & Analyzing a Bank's Financial Statements 1.5 Finance Level 3 51,53
FP&A Modeling Pt.4 - Contractor Analysis 0.5 Finance Level 3 73,53,52
FP&A Modeling Pt.5 - Debt and Capex Analysis 1 Finance Level 3 73,53,52
FP&A Modeling Pt.6 - Financial Statement Aggregation 1.5 Finance Level 3 73,53,52
FP&A Modeling Pt.7 - Dashboard Visualizations 1 Finance Level 3 73,53,52
Accounting for Business Combinations & Other Equity Investments 2 Accounting Level 3 51
Data Visualization & Dashboards - The Basics 2.5 Finance Level 2 67
ESG Risk Management 2 Specialized Knowledge Level 2 65,56
AI for Excel Formulas 1 Specialized Knowledge Level 2 121,98
Introduction to Bank Valuation 3 Finance Level 3 54,102
FP&A for New Analysts 3 Finance Level 3 85,52
FP&A Variance Pt.1 - Build & Configuration 1.5 Finance Level 3 73,53,52
Lifecycle of a Trade 2.5 Finance Level 3 64,62,59,58,124
Workflow Best Practice for Analysts 3 Finance Level 2 105,73
AI-Powered Scenario Analysis 3.5 Specialized Knowledge Level 3 121,68,67,56
Normalizing Income Statements 2 Finance Level 5 51,53,128,54
FP&A Variance Pt.2 - Roll Forward & Analysis 1 Finance Level 3 73,53,52
Accounting for Inventory 1.5 Accounting Level 3 51
Accounting for Leases 1.5 Accounting Level 3 51
Reading & Analyzing an Insurance Company's Financial Statements 2.5 Finance Level 4 51
Accounting for Diluted Shares and Earnings per Share 1.5 Accounting Level 3 51,123,128,54
Using IBISWorld to Analyze and Benchmark a Business 1.5 Specialized Knowledge Level 2 68
Advanced Prompting for Financial Statement Analysis 2.5 Specialized Knowledge Level 3 51,121
FP&A Variance Pt.3 - Protection & Presentation 1.5 Finance Level 3 51,73,52
Operational Risk Management in Banks 3 Finance Level 3 127,56
ChatGPT for Data Analysis in Excel - Case Study 0.5 Specialized Knowledge Level 3 121,97
ESG: Environmental Issues & Materiality 1 Specialized Knowledge Level 1 65
ESG: Social Issues & Materiality 1 Specialized Knowledge Level 1 65
ESG: Governance Issues & Materiality 1 Specialized Knowledge Level 1 65
Historical VaR for Market Risk 3 Finance Level 4 122,59,58,126
Comparable Valuation Fundamentals 1.5 Finance Level 3 123,128,54
Credit and Counterparty Credit Risk 2.5 Specialized Knowledge Level 3 125,56
Introduction to Mergers & Acquisitions 2.5 Finance Level 3 51,53,54
Leveraging Generative AI for Risk Assessment 3.5 Finance Level 3 121,56
Introduction to AI in Finance 2.5 Specialized Knowledge Level 1 121
Introduction to Leveraged Buyouts (LBOs) 1.5 Finance Level 3 123,128,54
Auditing and Balancing a 3-Statement Model 2 Finance Level 4 51,73,53
Total CPE Credits
579

Achieve Professional Growth with Fully Verifiable CPE/CPD credits from CFI

CFI is a recognized continuing professional education/development (CPE/CPD) provider for professional bodies and associations around the world.

FINRA
Certified International Trade Professional (CITP)
Institute of Internal Auditors (IIA)
International Compliance Association (ICA)
Chartered Insurance Institute (CII)
Australian Financial Markets Association (AFMA)
New Zealand Financial Markets Association (NZFMA)
The Institute of Banking and Finance Singapore (IBF)
De Nederlandse Orde van Belastingadviseurs (NOB)
Association of Chartered Certified Accountants
Chartered Institute of Management Accountants
CPA Canada
New Zealand Financial Markets Association (NZFMA)
CPA Australia
Institute of Singapore Chartered Accountant (ISCA)
Hong Kong Institute of Certified Public Accountants (HKICPA)
Institute of Chartered Accountants in Scotland
South Africa Institute of Chartered Accountans (SAICA)
Chartered Accountants Ireland
Institute Der Wirtschaftsprufer in Deutschland (IDW)

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Get personalized advice, resume reviews, cover letter support and access to a vast library of resources. Our experts are committed to your career success, ensuring you grow and thrive professionally.
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CFI Customer Success Stories

Over 2.8 million professionals and thousands of firms globally trust CFI to enhance their skills and outcomes.
Easy to do on top of a full-time work schedule.
Provides essential technical skills and maps out a clear learning path.
Excellent course material relevant in today's market.
This course equips the student with knowledge applicable in real life.
It is extremely well-structured, informative and easy to follow.
Lessons tailored to meet current industry requirements.
Easy to follow, in-depth guides and case studies.
The content is rich, the professors are great, and the platform is user-friendly.
Bite-size lessons and self-paced with explanation.
Your courses have allowed me to grow tremendously in my career.

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
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What are CPE and CPD credits, and why are they important?
CPE (Continuing Professional Education) and CPD (Continuing Professional Development) credits are essential for finance professionals to stay compliant with industry standards, maintain certifications, and keep up with evolving regulations and skills. Earning these credits ensures you remain up-to-date and can advance your career.
How can I earn CPE/CPD credits with CFI?
CFI offers over 550 CPE/CPD course credits. These courses are interactive, industry-recognized, and delivered by expert instructors. Upon completing a course, you'll earn verifiable CPE/CPD credits that you can apply toward your professional requirements.
Are CFI courses accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US for CPE credits. You can find more information here.
Which professional bodies recognize CFI’s CPE/CPD credits?
CFI’s courses are widely recognized by NASBA, CPA, CFA, and other leading industry bodies. However, it's always a good idea to confirm with your specific certifying body whether the credits earned will meet your renewal requirements.
How do I ensure that my CPE/CPD credits are compliant with my professional body?
While CFI’s courses are accredited and recognized by many professional bodies, requirements can vary. It’s always best to consult with your professional organization to ensure that the credits you earn will satisfy their guidelines.
Can I retake courses for additional credits?
If you're looking to refresh your knowledge, you can retake CFI courses. However, you typically cannot claim additional CPE/CPD credits for courses you've already completed for credit in a given reporting cycle.
How much time do I have to complete the courses?
Take as much time as you need. You will have access to all courses and all future upgrades in your subscription. You can review the video lessons as many times as you like and complete the courses at a pace that is most convenient for you.
Can I email the instructor if I have questions regarding the learning materials?
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 in the area of study you are focusing on. 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.
Can I download and edit the course material and templates?
Yes! You can download and edit the Excel models and templates included in your courses. All of the files needed in a course are available for download. Please note that while our study materials can be downloaded, the lecture videos are only available online due to copyright infringement issues.
How can I track and retrieve my certificates?
Once you complete a course, you can easily access and download your certificates from the My Account dashboard on CFI’s platform. Each certificate includes the number of CPE/CPD credits earned, which you can submit to your professional body as proof of completion.
Are there any additional fees or costs?
None! The program tuition includes everything, and there are no additional fees required to earn your CPE/CPD credits or any of the certification programs.
More Questions?
You can view more detailed information through our Help Center or simply Email Us and we’ll be happy to answer any of your questions!
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