Upgrade your skills, stay compliant and relevant with CFI’s engaging online CPE courses. Earn 400+ credits with 5000+ lessons in accounting, financial analysis and modeling, wealth management, leadership and more.
CFI's expert-led courses are tailored to meet the ongoing education needs of busy professionals in accounting, finance and banking. Stay current with the latest tools, technologies, and methodologies and develop fresh skills.
CFI is a recognized continuing professional education/development (CPE/CPD) provider for professional bodies and associations around the world.
| Course Name | CPE Credits | Field of Study | Level | Categories |
|---|---|---|---|---|
| 3-Statement Modeling | 5 | Finance | Level 4 | fmva,cbca |
| 5 Cs of Credit | 1.5 | Finance | Level 2 | cbca |
| Account Monitoring and Warning Signs | 1.5 | Finance | Level 3 | cbca |
| Accounting Fundamentals | 2 | Accounting | Level 2 | fmva,cbca,fpwm,ftip |
| Accounting Principles and Standards | 2 | Accounting | Level 2 | fmva |
| Advanced Excel Formulas & Functions | 3.5 | Finance | Level 3 | fmva |
| Advanced Fixed Income | 2 | Finance | Level 5 | cmsa |
| Advanced Futures & Forwards | 2.5 | Finance | Level 4 | cmsa |
| Advanced Power BI | 6 | Finance | Level 4 | bida,bias |
| Advanced Tableau - Data Model | 2 | Specialized Knowledge | Level 4 | bida,bias |
| Advanced Tableau - LOD Calculations | 3.5 | Specialized Knowledge | Level 4 | bida,bias |
| Analyzing Growth Drivers & Business Risks | 1.5 | Finance | Level 1 | fmva,cbca |
| Applied Fixed Income | 5 | Finance | Level 4 | cmsa |
| Assessing Drivers of Business Growth | 1.5 | Finance | Level 2 | cbca,fpwm |
| Assessing Management | 2 | Finance | Level 2 | cbca |
| Asset Classes and Financial Markets | 2 | Finance | Level 2 | fpwm |
| Asset-Based Lending & Alternative Finance | 3 | Finance | Level 4 | cbca |
| Banking Products and Services | 3.5 | Finance | Level 1 | cbca,fpwm |
| Bayesian Thinking | 2 | Finance | Level 5 | dss |
| Behavioral Finance | 3 | Finance | Level 1 | cmsa,fpwm |
| Boss Brewing Inc. – Connecting Capital Structure & Credit Structure | 1 | Finance | Level 3 | cbca |
| Budgeting and Forecasting | 4.5 | Finance | Level 3 | fmva |
| Capital IQ Fundamentals | 1.5 | Specialized Knowledge | Level 2 | fmva |
| Careers in Commercial Banking | 1.5 | Finance | Level 1 | cbca |
| Cash Flow Cycles and Analysis | 1.5 | Finance | Level 3 | cbca |
| Classification - Fundamentals & Practical Applications | 2 | Specialized Knowledge | Level 4 | dss,ftip |
| Commercial Banking - Debt Modeling | 3 | Finance | Level 4 | cbca |
| Commercial Mortgages | 3 | Finance | Level 4 | cmsa,cbca,cref |
| Commodities Fundamentals | 2.5 | Finance | Level 3 | cmsa,fpwm |
| Comparable Valuation Analysis | 3.5 | Finance | Level 5 | fmva |
| Completing a Credit Application | 2 | Finance | Level 3 | cbca |
| Construction Finance Fundamentals | 2 | Specialized Knowledge | Level 3 | cbca,cref |
| Construction Loan-in-Process | 1 | Specialized Knowledge | Level 3 | cref |
| Convertible Bonds | 2.5 | Finance | Level 4 | cmsa |
| Converting Leads to Customers - Negotiation & Closing | 2.5 | Finance | Level 3 | cbca |
| Corporate & Business Strategy | 4.5 | Finance | Level 3 | fmva,cbca,beb |
| Corporate Finance Fundamentals | 2.5 | Finance | Level 2 | fmva |
| Corporate Governance | 2.5 | Specialized Knowledge | Level 2 | esg |
| Credit Administration and Documentation | 1 | Finance | Level 3 | cbca |
| Credit Fixed Income | 3 | Finance | Level 3 | cmsa |
| Cryptocurrency Intermediates: Bitcoin Explained | 2 | Finance | Level 2 | cda,ftip |
| Cryptocurrency Intermediates: Understanding Ethereum | 2 | Finance | Level 2 | cda,ftip |
| Dashboards & Data Visualization | 3.5 | Finance | Level 2 | fmva,beb |
| Data Science & Machine Learning Fundamentals | 3.5 | Information Technology | Level 2 | dss,ftip |
| DCF Valuation Modeling | 7.5 | Finance | Level 3 | fmva |
| Derivatives Fundamentals | 2.5 | Finance | Level 3 | cmsa,fpwm |
| Economics for Capital Markets | 3 | Finance | Level 2 | cmsa |
| Economics for Financial Advisors | 1.5 | Finance | Level 1 | fpwm |
| Effective Business Writing | 1.5 | Communications and Marketing | Level 2 | cbca,beb,fpwm |
| Effective Communication for Client Facing Advisors | 1.5 | Communications and Marketing | Level 1 | fpwm |
| Enterprise Deployment & Governance: Power BI Edition | 2.5 | Specialized Knowledge | Level 4 | bida,bias |
| Environmental Due Diligence for Credit | 2.5 | Specialized Knowledge | Level 3 | cref |
| Equipment Finance | 1.5 | Finance | Level 3 | cbca |
| Equity Markets Fundamentals | 4 | Finance | Level 3 | cmsa,fpwm |
| Equity, FX, and Rate Futures | 2 | Finance | Level 3 | cmsa |
| ESG Disclosure | 1.5 | Specialized Knowledge | Level 2 | esg |
| ESG for Commercial Lenders | 2.5 | Specialized Knowledge | Level 4 | cbca |
| ESG Fundamentals | 3 | Specialized Knowledge | Level 2 | esg |
| ESG Integration & Financial Analysis | 3.5 | Specialized Knowledge | Level 3 | fmva,esg |
| Evaluating a Business Plan | 2 | Finance | Level 2 | cbca |
| Excel Fundamentals - Formulas for Finance | 3 | Finance | Level 2 | bida,fmva,cmsa,cbca,beb,fpwm,ftip |
| Excel VBA for Finance | 4 | Finance | Level 3 | fmva,daie |
| Financial Analysis for Credit | 4 | Finance | Level 3 | cbca |
| Financial Analysis Fundamentals | 5.5 | Finance | Level 3 | fmva,ftip |
| Financial Planning Principles | 2.5 | Finance | Level 2 | fpwm |
| Fixed Income Fundamentals | 1.5 | Finance | Level 3 | cmsa,fpwm |
| Foreign Exchange - Deliverable Forwards | 2 | Finance | Level 4 | cmsa |
| Foreign Exchange - Non-Deliverable Forwards | 1.5 | Finance | Level 5 | cmsa |
| Foreign Exchange Fundamentals | 2 | Finance | Level 1 | cmsa |
| Forms of Business Structure | 2 | Finance | Level 1 | cbca |
| FP&A Monthly Cash Flow Forecast Model | 2 | Finance | Level 3 | fmva,cbca |
| Fundamentals of Credit | 2 | Finance | Level 1 | cbca |
| Fundamentals of Data Analysis in Excel | 4.5 | Specialized Knowledge | Level 2 | bida,fmva,daie,bias |
| Futures Pricing and Commodity Futures | 2.5 | Finance | Level 3 | cmsa |
| Graph Database Fundamentals | 4 | Specialized Knowledge | Level 4 | |
| Greenhouse Gas Accounting | 2 | Accounting | Level 3 | esg |
| Hedge Fund Fundamentals | 2.5 | Finance | Level 2 | cmsa |
| High-Yield Bonds, Subordinated Debt, and Loans | 3.5 | Finance | Level 3 | cmsa |
| How to Read a Commercial Real Estate Appraisal | 1.5 | Specialized Knowledge | Level 3 | cref |
| How to Read a Lease and Analyze a Rent Roll | 2 | Specialized Knowledge | Level 3 | cref |
| Human Capital Management | 2 | Specialized Knowledge | Level 1 | esg |
| Introduction to Agribusiness | 2 | Specialized Knowledge | Level 1 | cbca |
| Introduction to Banking | 2 | Finance | Level 1 | cbca |
| Introduction to Business Intelligence | 1 | Finance | Level 1 | bida,bias |
| Introduction to Capital Markets | 1.5 | Finance | Level 1 | cmsa |
| Introduction to Cryptocurrency | 2 | Finance | Level 1 | cda,ftip |
| Introduction to ESG | 1.5 | Specialized Knowledge | Level 1 | esg |
| Introduction to Financial Planning and Wealth Management: Industry and Careers | 2 | Finance | Level 1 | fpwm |
| Lending to Complex Structures | 3.5 | Finance | Level 3 | cbca |
| Lending to Medical Professionals | 3 | Specialized Knowledge | Level 3 | cbca |
| Leveraged Buyout (LBO) Modeling | 8.5 | Finance | Level 5 | fmva |
| Loan Covenants | 2 | Finance | Level 3 | cbca |
| Loan Default Prediction with Machine Learning | 5 | Finance | Level 5 | dss,ftip |
| Loan Pricing | 2.5 | Finance | Level 4 | cbca |
| Loan Security | 1.5 | Finance | Level 3 | cbca |
| Math for Finance Professionals | 2.5 | Finance | Level 2 | fmva,cmsa,fpwm |
| Mergers & Acquisitions (M&A) Modeling | 4 | Finance | Level 4 | fmva,cbca |
| Microsoft Word Tutorial - Business Documents | 1.5 | Finance | Level 1 | beb |
| Mining Financial Model & Valuation | 2.5 | Finance | Level 4 | fmva |
| Modeling Risk with Monte Carlo Simulation | 2 | Finance | Level 4 | fmva,cmsa,dss |
| Modeling Taxes for Different Business Structures | 1.5 | Finance | Level 2 | cbca |
| Operational Modeling | 6 | Finance | Level 3 | fmva,cbca,ftip |
| Options Hedging and Trading Strategies | 1 | Finance | Level 4 | cmsa |
| Origination Fundamentals - Debt Capital Markets Perspective | 3 | Finance | Level 2 | cmsa,cbca |
| Pitch Deck Essentials for Lenders | 1.5 | Specialized Knowledge | Level 1 | cbca |
| Portfolio Management for Retail Clients | 1.5 | Finance | Level 2 | fpwm |
| Portfolio Management Fundamentals | 1.5 | Finance | Level 1 | cmsa |
| Power BI Financial Statements | 4.5 | Finance | Level 4 | bida,fmva,bias |
| Power BI Fundamentals | 6.5 | Finance | Level 3 | bida,fmva,beb,bias |
| Power Pivot Fundamentals | 4 | Finance | Level 3 | bida,fmva,daie,bias |
| Power Query Fundamentals | 3.5 | Finance | Level 3 | bida,fmva,daie,bias |
| PowerPoint & Pitchbooks | 4.5 | Finance | Level 2 | fmva,beb |
| Presentation of Financial Information | 1 | Finance | Level 2 | fmva |
| Prime Services and Securities Lending | 2 | Finance | Level 2 | cmsa |
| Private Banking | 3 | Finance | Level 3 | cbca,fpwm |
| Problem Loans | 2.5 | Finance | Level 3 | cbca |
| Professional Ethics | 2 | Regulatory Ethics | Level 1 | fmva,cmsa,cbca,esg,beb,fpwm |
| Profitable Lead Generation | 2.5 | Finance | Level 3 | cbca |
| Python Fundamentals | 5.5 | Information Technology | Level 4 | bida,dss,ftip |
| R Fundamentals | 5 | Specialized Knowledge | Level 4 | dss |
| Reading Business Financial Information | 3 | Finance | Level 2 | cbca |
| Reading Financial Statements | 1 | Finance | Level 2 | fmva,fpwm |
| Real Estate Financial Modeling | 3 | Finance | Level 5 | fmva,cref |
| Real Estate Fundamentals | 2 | Specialized Knowledge | Level 3 | cbca,cref |
| Refinitiv Workspace Fundamentals | 0.5 | Specialized Knowledge | Level 1 | cmsa |
| Regression Analysis - Fundamentals & Practical Applications | 3.5 | Specialized Knowledge | Level 4 | bida,fmva,dss,ftip |
| Renewable Energy - Solar Financial Modeling | 3 | Finance | Level 5 | fmva |
| Repo (Repurchase Agreements) | 2 | Finance | Level 3 | cmsa |
| Retail, Restaurant, & Franchise Lending | 3 | Finance | Level 3 | cbca |
| Risk Management and Insurance Planning | 2 | Finance | Level 2 | fpwm |
| Scenario & Sensitivity Analysis in Excel | 1.5 | Finance | Level 3 | fmva |
| Securitized Products | 3 | Finance | Level 4 | cmsa,cbca |
| Short Duration Products | 3.5 | Finance | Level 3 | cmsa |
| Spot Foreign Exchange | 2 | Finance | Level 2 | cmsa,fpwm |
| SQL Fundamentals | 5 | Specialized Knowledge | Level 3 | bida,bias |
| Startup / e-Commerce Financial Model & Valuation | 4 | Finance | Level 4 | fmva |
| Statistics Fundamentals | 2 | Specialized Knowledge | Level 2 | bida,dss,ftip |
| Structuring a Construction Loan | 1.5 | Specialized Knowledge | Level 3 | cref |
| Swaps Fundamentals | 5.5 | Finance | Level 3 | cmsa |
| Syndicated Lending | 2 | Finance | Level 3 | cmsa,cbca |
| Tableau Fundamentals | 5 | Finance | Level 3 | bida,bias |
| Tableau Trading Dashboard | 3 | Finance | Level 4 | bida,bias |
| The Amazon Case Study (New Edition) | 6 | Finance | Level 4 | fmva |
| Trade Finance | 2.5 | Finance | Level 3 | cbca |
| Trading Using Technical Analysis | 3.5 | Finance | Level 2 | cmsa |
| Understanding Options | 1.5 | Specialized Knowledge | Level 3 | cmsa,fpwm |
| Venture Debt | 3.5 | Finance | Level 4 | cbca |
| Vertical IQ Fundamentals | 1.5 | Specialized Knowledge | Level 2 | cbca |
| Widgets Inc. - Adjusting a Business Owner’s Net Worth | 1 | Finance | Level 2 | cbca |
| Total CPE Credits | 406 |
CPAs across all states in the U.S. and most provinces in Canada recognize CFI courses as verified CPE credits that help their members improve their professional competency.
After successfully completing each course, the PDF certificate to claim your credits can be downloaded from your student dashboard. Additionally, we can verify your certification over the phone with an employer if necessary.
CFI courses currently count as verifiable CPE credits for American CPAs and CPD credits for Canadian CPAs.
*For Canadian CPAs, please contact your local CPA body for information regarding the CPD credits and enrollment details.
CFI is committed to helping finance professionals everywhere drive their careers. Explore these additional resources to help plan and manage your continuing education goals.
