CFI is an online training and certification platform that helps finance professionals and teams build practical skills in corporate finance, M&A, valuation, FP&A and analytics through structured programs and hands‑on case studies.
Founded in 2016 and headquartered in Vancouver, CFI has become a widely used online finance training platform for analysts, associates, and managers across banks, funds, and corporates. It offers a mix of technical courses, certifications, and practical tools that help professionals build job-ready skills in modelling, valuation, M&A, and related areas.
Key Features
Certification programs – FMVA, CBCA, FP&A, BIDA and other credentials covering modeling, valuation, credit and analytics.
On-demand course library – Hundreds of case‑based courses on topics like M&A, LBOs, capital markets and Excel modeling.
Skill assessments – Tests and learning paths to benchmark and upskill teams across core finance competencies.
Templates & tools – Excel templates, models and checklists that support day‑to‑day finance work.
Team solutions – Corporate plans for banks, PE funds and corporates with admin dashboards and progress tracking.
AI Capabilities
Provides an AI Tutor - an AI assistant trained on CFI’s finance content - that gives instant answers, summaries, and explanations to complement courses and help learners understand financial modelling, valuation, and M&A topics.
Integrations
Integrates into corporate L&D programs via SSO and reporting APIs; learners can export models and templates into their own toolchains.
More Information
Founded in 2016 and headquartered in Vancouver, CFI has become a widely used online finance training platform for analysts, associates, and managers across banks, funds, and corporates. It offers a mix of technical courses, certifications, and practical tools that help professionals build job-ready skills in modelling, valuation, M&A, and related areas.
What sets it apart
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Practitioner-built content aligned with real roles.
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Deep certification catalog for multiple finance tracks.
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Scalable team training offering with analytics.
Key Facts
- Category
- Online Finance Training & Certifications
- Founded
- 2016
- Pricing
- Subscription-based pricing with individual plans starting around $399–$497 per user per year, plus team and enterprise plans with custom pricing.
- Deal Stage
- Strategy
- Target Market
- Asset managers, Corporate M&A, End client (sell side), M&A advisory, Private Equity, Venture Capital
