For Financial Services

Invest in Your Firm’s Tomorrow, Today

CFI’s ultimate learning environment equips your people to achieve their full potential for themselves and your firm.

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Joseph Cozzolino
Financial Solutions Advisor at Merrill Lynch
CFI closes the gap between theoretical knowledge learned in college and practical skills that employers are looking for.
Ali Oatridge
HR Specialist, Axos Bank
The CFI team actually took the initiative to find more courses that expanded on topics and include them as electives.
Isaac
Jr. Banking Analyst, Axos Bank
They were very informative and taught in a manner that was very easy to follow. The course had really great handouts that I use and refer to a lot.
When Your Team Thrives, So Does Your Firm
Highly practical skills training that drives stronger dealmaking and generates outsized returns
Investment Banking Markets Sales & Trading Commercial Banking Asset Management Private Equity Wealth Management
Go Beyond Desk Ready
Turn your team into advisory heroes with skills that instill client confidence and drive efficient deal execution.
  • Modeling and valuation mastery
  • Complex financial analyses
  • Robust due diligence
  • Pitch perfect pitchbooks
  • Intelligent use of data
Relevant CFI Training
Financial Modeling
Valuation Techniques
M&A Modeling
LBO Modeling
Risk Management
Data Science
Excel
PowerPoint
Professional Skills
Develop Team Skills at the Speed of Markets
Build a deep bench of capital markets strategists who navigate complexity, volatility, and new opportunities with confidence.
  • Financial analysis and modeling mastery
  • Risk assessment and scenario analysis
  • Alternative investments
  • ESG analysis, integration, and investing
  • AI and machine learning
  • Digital assets and cryptocurrency
Relevant CFI Training
Capital Markets
Financial Modeling
Economics
Excel
VBA
(CMSA®) Certification
Navigate Complexity and Build a Stronger Skills Pipeline
Leave the technical training to us, so you can focus on cultivating your talent and serving clients.
  • Financial statement analysis
  • Financial modeling
  • Credit structuring and analysis
  • Loan underwriting
  • Risk assessment and scenario analysis
Commercial Lending
Commercial Real Estate
Risk Management
Excel
PowerPoint
CBCA® Certification
Growth Minded Skills-Building at Scale
Equip your team with deep technical and analytical prowess to boost productivity and uncover new growth opportunities.
  • Financial analysis & modeling mastery
  • Risk assessment & scenario analysis
  • Alternative investments
  • Interpret & visualize data
  • ESG analysis, integration, and investing
  • AI and machine learning
  • Digital assets and cryptocurrency
Financial Modeling
Valuation Techniques
ESG
Risk Management
Data Visualization
Excel
PowerPoint
Training That Delivers Outsized Returns
Deliver strategic insights from rigorous analyses and due diligence for faster, smarter deal execution.
  • Modeling and valuation mastery
  • Robust due diligence
  • Risk assessment and scenario analysis
  • ESG analysis, integration, and investing
  • Clear and concise presentations
Relevant CFI Training
Financial Modeling
LBO Modeling
M&A Modeling
Valuation Techniques
ESG
Excel
PowerPoint
Build a Resilient Portfolio of Team Skills
Upgrade your team’s collective skills to navigate complexities, seize opportunities, and guide your clients to financial success.
  • Portfolio management
  • Holistic financial planning
  • Equities & fixed income
  • Alternative investments
  • ESG investing
  • Business development & relationship building
Capital Markets
Equities
ESG
Excel
Fixed Income
PowerPoint
FPWM™ Certification
Browse Full Training Library

Discover Why Leading Financial Institutions Train with CFI

Empower Your Finance Team for Strategic Greatness

Rapid, Targeted Skills Building

Practical training in relevant skills that make an immediate impact

Role-Based and Customizable Learning Paths

Curated skills-building tailored for the most common banking and investment roles

Learn From World-Class Banking and Investment Experts

Top-tier finance professionals teaching top-tier banking and investment practices in real-world scenarios

Tools and Resources to Boost Productivity

Practical resources for real-time problem solving—templates, Excel models, and step-by-step guides

Maximize Training ROI

As little as 5-10% of the cost (per learner) of traditional training

Are You Ready to Build a Team of World-Class Professionals?

Get Started Now
More Resources on Training High-Performance Finance Teams
Financial Services Training—Reimagined
What’s Wrong with Corporate Training in Financial Services?
Written by Kyle Peterdy
Webinar Recap: Why the Best Financial Services Employee Training is a Journey
What does a training “journey” look like–and why is it better than one-time...
Written by Kyle Peterdy
Big Data in Finance
How complex data sets can provide solutions to long-standing business challenges
Written by CFI Team
Corporate Finance Institute
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