What's New at CFI

Get all the latest updates to your CFI Dashboard, courses, and more to make the most of your learning journey.

From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts

Feb 27, 2023
new course

Economics for Financial Advisors

This course will answer the question that is most often asked when it comes to learning economics: where do I start?

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new course

Portfolio Management for Retail Clients

This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on.

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new course

Asset Classes and Financial Markets

Through this course, you will be able to have a conversation about Financial Markets – what they are, the audiences that they serve – and delineate the three primary asset classes of Cash and Cash Equivalents, Fixed Income, and Equities.

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new course

Financial Planning Principles

This course introduces you to the holistic, 7-step Financial Planning Process that underpins the journey an Advisor takes his or her clients through. You will learn about the common milestones in life that you may want to plan for, and how an Advisor will guide you through the journey.

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new course

Applied Math Practice for Financial Advisors

This course has example-filled lessons that are meant to help refresh your memory of concepts related to the time value of money and annuities.

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new course

Careers in Financial Planning and Wealth Management

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes their clients through. You will learn about the common milestones in life that you may want to plan for, and how an advisor will guide you through the journey.

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