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Corporate Finance Institute (CFI) is a specialist provider of practical finance training and credentials, best known for the FMVA certification. CFI delivers self-paced courses, Excel models and industry templates used by finance professionals, analysts and students worldwide.

Best forfinance professionals and students
Price range–
Ships toWorldwide
DeliveryInstant digital access
PaymentCredit card · PayPal

Key Strengths

🎓Recognized CertificationFMVA and other credentials designed to demonstrate practical competence in financial modeling, valuation and corporate finance — widely referenced by employers and analysts.
💻Hands-on LearningCoursework emphasizes Excel-driven case studies, downloadable models and step-by-step exercises to build real-world technical skills rather than only theory.
📚Extensive ResourcesLarge library of articles, templates and guides — many free resources alongside paid courses and structured learning paths for career upskilling.

Offerings

Courses & Certification

CFI’s core offering is a catalog of self-paced courses grouped into learning paths and certification tracks like the Financial Modeling & Valuation Analyst (FMVA). Each track bundles lectures, graded assignments and Excel templates; candidates must complete assessments to earn certificates. Content targets practical skill transfer for corporate finance, investment banking and equity research roles.

framed certification diploma

Learning Materials

Alongside video lessons, CFI provides downloadable Excel workbooks, model templates and instructor-led demonstrations that let learners reproduce real financial models. The emphasis is on repeatable templates and case studies covering forecasting, valuation, and financial statement analysis — resources useful for classroom use, on-the-job reference or interview preparation.

stacked finance textbooks

Corporate & Group Training

CFI offers solutions for teams and enterprises seeking standardized finance skill development: corporate licensing, group enrollment and custom learning paths. These packages streamline onboarding of analysts and foster consistent modeling standards across a firm, with reporting tools for administrators to track progress and completion.

laptop with spreadsheet open

Courses

Financial ModelingFMVA CertificationExcel for FinanceValuationAccountingInvestment BankingCorporate FinanceFree Templates & Guides

Quick Take

What we like

  • Practical, Excel-focused instruction that mirrors industry workflows
  • Recognized certification (FMVA) valued by many employers
  • Large library of downloadable models and templates
  • Self-paced format fits working professionals

Worth knowing

  • Mostly digital — limited in-person or live classroom options
  • Some learners may find comprehensive tracks costly without discounts

Common Questions

Do you ship physical course materials?
Most CFI content is delivered digitally — video lessons, PDFs and Excel files are available for immediate download or online viewing. Physical shipping of materials is not standard; certificates are typically issued as digital credentials.
What is the refund or cancellation policy?
Refunds and cancellations depend on the specific product or package. Policies can vary by course or certification bundle, so check the Terms & Conditions or contact CFI support for the exact refund window for your purchase.
Are there discounts for students or companies?
CFI runs occasional promotions, bundle pricing and offers corporate/group licensing rates. Organisations can request enterprise pricing, and prospective students should watch the site and newsletter for periodic discounts.

How we review