From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts
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Leading Organizational Change
This course provides leaders with the knowledge and tools to understand the factors that can cause organizational change and how they can successfully lead their team through a successful implementation.
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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.
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Advanced Tableau - Table Calculations
This course will help you create advanced metrics and visuals using table calculations to answer 10 common business scenarios.
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Equity Allocation for Wealth Management
Learn about the essential foundations of equity allocation, including different types of equity models and investment approaches.
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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.
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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.
