From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts
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Advanced Tableau - Table Calculations
This course will help you create advanced metrics and visuals using table calculations to answer 10 common business scenarios.
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Equity Allocation for Wealth Management
Learn about the essential foundations of equity allocation, including different types of equity models and investment approaches.
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Excel Fundamentals - Quick Start Guide
Learn the basics of Excel 365, including set-up, layout, shortcuts, and the functions you need to be more efficient in your finance role.
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Developing an ESG Governance Structure
This practice lab provides tactics for establishing and managing an internal ESG governance structure, and developing the content for an ESG Governance charter.
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Introduction to Financial Planning and Wealth Management: Industry and Careers
This course will help you gain a strong understanding of Wealth Management and Financial Planning from two key perspectives: industry and careers.
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Power Pivot Fundamentals
With the launch of our new Intermediate DAX & Time Intelligence course, we’ve taken a moment to update our Power Pivot course to be more focused on learning Power Pivot—and less on learning DAX and time intelligence.
