Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals, providing courses and certifications in

financial modeling Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. This is a mathematical model designed to represent (a simplified version of) the performance of a financial asset or portfolio ...

, valuation, and other corporate finance topics. These are the skills CFI deems important for modern finance - such as

Microsoft Excel Microsoft Excel is a spreadsheet developed by Microsoft for Windows, macOS, Android and iOS. It features calculation or computation capabilities, graphing tools, pivot tables, and a macro programming language called Visual Basic for App ...

, presentation and visuals - as well as underlying knowledge of accounting and

business strategy In the field of management, strategic management involves the formulation and implementation of the major goals and initiatives taken by an organization's managers on behalf of stakeholders, based on consideration of resources and an assessmen ...

. CFI is a provider of certification programs including Financial Modeling & Valuation Analyst (FMVA), Commercial Banking & Credit Analyst (CBCA), Capital Markets and Securities Analyst (CMSA), and Business Intelligence and Data Analyst (BIDA). All CFI courses are delivered

online In computer technology and telecommunications, online indicates a state of connectivity and offline indicates a disconnected state. In modern terminology, this usually refers to an Internet connection, but (especially when expressed "on line" o ...

. The organization was incorporated as a

joint venture A joint venture (JV) is a business entity created by two or more parties, generally characterized by shared ownership, shared returns and economic risk, risks, and shared governance. Companies typically pursue joint ventures for one of four rea ...

with MDA Training (MDA), a London-based financial training company founded in 1988 by Professor Walter Reid, who was one of the founding professors of the London Business School (LBS). In 2021, Corporate Finance Institute acquired Macabacus, a Microsoft Office

Add-In In computing, a plug-in (or plugin, add-in, addin, add-on, or addon) is a software component that adds a specific feature to an existing computer program. When a program supports plug-ins, it enables customization. A theme or skin is a preset ...

for finance professionals, with tens of thousands of monthly and annual subscribers.

FMVA certification

CFI offers the Financial Modeling and Valuation Analyst (FMVA) certification. Students may also choose individual courses based on their needs, without accessing the certification program. The analyst program includes 7 optional prerequisites to review the fundamentals, 11 core courses to build a foundation in financial modeling and valuation, plus a minimum of 3 elective courses that allow more focus on specific topics and skills (14 required courses in total). Students must earn a minimum passing grade of 80% in each course assessment and pass the final exam to complete the requirements of the program and to receive a certificate of completion. Curriculum topic distributions are as follows: *

Financial Modeling Financial modeling is the task of building an abstract representation (a model) of a real world financial situation. This is a mathematical model designed to represent (a simplified version of) the performance of a financial asset or portfolio ...

(25%) * Finance Theory and Math (23%) * Excel Skills (17%) *

Business Valuation Business valuation is a process and a set of procedures used to estimate the economic value of an owner's interest in a business. Here various valuation techniques are used by financial market participants to determine the price they are willing t ...

(10%) * Budgeting & Forecasting (8%) * Presentations & Visual Outputs (8%) * Accounting Knowledge (5%) * Corporate and Business Strategy (4%)

CBCA certification

CFI also offers the Commercial Banking and Credit Analyst (CBCA) certification which is designed for the credit analysts who are working in different banks, credit rating agency or insurance. The program includes 17 optional prerequisites to review the fundamentals and 15 core courses to build a foundation in credit analysis. Students must earn a minimum passing grade of 80% in each course assessment to complete the requirements for the program and to receive a certificate of completion. Curriculum topic distributions are as follows: * Financial Analysis (39%) * Credit Evaluation and Documentation (26%) * Management & Business (16%) * Risk Management (12%) * Industry Analysis (7%)

BIDA certification

Business Intelligence and Data Analyst (BIDA): covers both BI and Data Science helping you develop skills in all areas: from data storage and collection, data transformation, data analysis, and modeling, to data visualization.

National Registry of CPE Sponsors with NASBA

Corporate Finance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors. Students are eligible to earn in total of 80 CPE credits upon successfully completing all courses in CFI’s program.

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