From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts
![]()
Options Strategies for Wealth Advisors
This course is for current or aspiring financial planning and wealth management professionals who want to understand what Options as a financial instrument can offer their clients.
![]()
Advanced Tableau - Table Calculations
This course will help you create advanced metrics and visuals using table calculations to answer 10 common business scenarios.
![]()
Equity Allocation for Wealth Management
Learn about the essential foundations of equity allocation, including different types of equity models and investment approaches.
![]()
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.
![]()
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.
![]()
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.
