Editorial Standards

CFI Course Development & Editorial Standards

Our content creation begins with our mission: to enhance the skills, knowledge, and productivity of finance and banking professionals. In order to deliver on that mission, we work closely with subject matter experts (SMEs) and industry practitioners to create content that is accurate, up-to-date, objective, and inclusive.

Ensuring accuracy

Providing accurate, objective, and up-to-date content is of the greatest importance to us. Our content is created by SMEs with years of industry experience. All CFI content creators are carefully recruited and vetted. Courses and articles include author and reviewer information with links to biography pages, where further information about each SME’s education and professional experience is listed.

To ensure accuracy, all CFI content goes through a two-stage quality assurance and review process before it is published. Any errors or inaccuracies are immediately investigated and corrected. We welcome learner feedback — please report any potential issues to [email protected].

In addition, CFI is committed to reviewing and updating all content at least once every three years after initial publication.

Ensuring effective and engaging learning content

Whether it is a resource article, course, or any other form of content, CFI is fully committed to breaking down content into short, digestible units and providing enough support to make complex concepts easy to understand.

In our courses, we use multiple learning modalities (live-action videos, motion graphics, audio, reading materials, infographics, and a variety of interactions) to deliver the most effective learning experience on the market today. To ensure transparency, we categorize courses into six difficulty levels based on depth of topic, technical details, and complexity of tasks or cases involved.

Ensuring inclusivity and accessibility

CFI is committed to providing learning that is accessible to the widest possible audience, regardless of background, ability, or access to technology. We actively work to increase the accessibility and usability of our content by following the Level AA Web Content Accessibility Guidelines (WCAG) 2.1.

Ensuring compliance with ethical content creation standards

We are committed to following the Codes of Ethics of the Society for Advancing Business Editing and Writing (SABEW). We also follow the Society of Professional Journalists’ Code of Ethics: seeking and reporting truth, minimizing harm, acting independently, and being accountable and transparent.

CFI content is intended to be used for educational purposes only and should never replace the advice of an attorney, accountant, financial advisor, or any other certified financial professional. CFI materials should not be regarded as personal or professional investment advice or market trading advice.

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