From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts
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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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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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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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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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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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Foreign Exchange - Non-Deliverable Forwards
Learn the benefits of using non-deliverable forwards and the intricacies of the NDF markets.
