Empower Your Team With CFI's Practical Finance Training

Role-ready, flexible online training for modern banking and finance professionals.

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Boost Your Team's Performance with CFI's Finance Training

New Hire Onboarding

Hands-on analyst programs, modeled after prestigious firm training, to customize learning paths for new hires.

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Intern Training

Self-paced programs to develop crucial finance, accounting, and Excel skills, rapidly empowering interns to contribute effectively.

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Certify employees

Foster a culture of continuous learning and expertise through professional certifications.

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Train Remote Teams

Deliver a consistent, high-quality training experience at scale to global teams.

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Cohort-based learning

Promote collaborative group learning with a mix of online self-paced courses and live, instructor-led sessions.

The Preferred Finance Training Partner Across Industries

Financial Services Firms

Tailored training programs for the full spectrum of financial services, including investment and commercial banking, asset management, private equity, wealth management, and capital markets. Learn more →

Corporate Finance Teams

Equip your FP&A and corporate development teams with hands-on expertise in financial analysis, advanced modeling techniques, business intelligence, data analytics and more.
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Professional Services Firms

Accelerate learning curves and strengthen analytical, financial, risk management, and data skills for accounting, advisory, and consulting firms.
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Higher Education Institutions

Equip your students with real-world banking and finance knowledge, hands-on skills employers demand, and the confidence to put them into action. Learn more →

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Trusted by Hundreds of Leading Firms and Over 1.8M Professionals Worldwide

On-Demand Finance Training to Empower Every Employee for Everyday Success

Skills That Drive Growth

Equip your teams with hands-on learning to build business acumen and technical expertise. Boost their confidence in financial analysis, decision-making, and strategy execution.

Accelerated Path to Productivity

Unleash the power of flexible, tailored learning. Minimize learning time for new hires, foster career growth, and cultivate a culture of continuous learning and excellence.

Maximized Return on Training Investment

Achieve cost-efficiency without compromising quality. Seamlessly expand online training across divisions and regions with our comprehensive online learning library.

Instructors With Real Industry Experience

With extensive banking and finance experience and a passion for teaching, our instructors craft the highest quality content that's both engaging and immediately applicable. They use proven adult-learning techniques to ensure your professionals grasp and retain every lesson.

Scott Powell

Chief Content Officer

Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he has focused on designing and delivering learning solutions for clients in the financial services sector, particularly in the areas of commercial banking, investment banking, capital markets, and asset management.

Helen Wale

VP, Leadership Skills

Helen is an experienced Human Resources and Organizational Development professional holding a Certified Executive Coach designation. She is passionate about learning, supporting individuals to maximize their personal and professional skills through teaching, facilitating and individual coaching.

Kyle Peterdy

VP, Commercial Credit & Banking

Kyle’s background is in commercial banking, where he was responsible for originating and underwriting middle market credit transactions, as well as managing those client relationships.

Meeyeon Park

VP, Financial Planning & Wealth Management

Meeyeon brings over 10 years of experience in investment banking, portfolio management, and corporate finance, as well as being an advisor for impact-focused venture capital. Passionate about mentoring, she now applies her extensive industry expertise to drive CFI's Financial Planning and Wealth Management curriculum.

Sebastian Taylor

VP, Business Intelligence & Data Analysis

Seb started his career in risk management, managing the implementation and operations of quantitative energy hedging strategies. Having since worked in several different industries, from finance to retail and service, Seb’s business intelligence skills were developed within the realities of real-world business requirements.

Andrew Loo

VP, Capital Markets

Prior to joining CFI in 2019, Andrew retired in 2017 as Managing Director at Nomura Securities in Hong Kong, where he managed the fixed income sales efforts to Central Banks and Sovereign Wealth Funds in the region. Prior to joining Nomura in 2011, he was the Head of Sales for Fixed Income, Commodity and Currencies for UBS AG in Hong Kong.

Joseph Yeates

Director, Business Intelligence & Data Analysis

Joseph is passionate about driving better decision-making by creating, curating, and communicating insights from data. A data enthusiast with a background in Retail Banking, he is an advocate for making advanced analytics more accessible to a wider audience by integrating them into business intelligence solutions.

Duncan McKeen

EVP, Financial Modeling

Duncan is fascinated with pedagogy and loves course creation and design. He is an effective communicator with extensive experience teaching financial modeling, accounting, analysis, and valuation. Prior to teaching, Duncan held senior equity research positions with top banks and brokerages.

Gabriel Lip

VP, Commercial Credit & Banking

Gabe obtained his CPA, CMA, from the CPA Alberta. He received both a Bachelor of Commerce and a Bachelor of Biochemistry from the University of Manitoba in Winnipeg, Manitoba, Canada.

Tim Vipond

Chair of the Board

Tim is the Chair of the Board of CFI Education. He has extensive experience as an internet entrepreneur, in financial analysis and investment banking. Beginning in 2005 Tim Vipond was an active participant in the capital markets with a wide range of experience spanning investment banking, investment management, and corporate development.

Jeff Schmidt

VP, Financial Modeling

Prior to joining CFI, for over a decade Jeff Schmidt taught financial modeling and valuation to thousands of students all over the world. Clients included some of the world’s largest corporations and financial institutions, as well as many of the most prestigious universities in the world.

Ryan Spendelow

VP, Content

Ryan started his finance career based in London working in asset management. He then moved to a corporate finance and capital markets training role, with these roles being based in Europe and then Asia, before joining CFI in 2023.

Give Your Team a New Way to Learn

Role-Ready Skills

Hit the ground running with structured learning paths or create bespoke solutions that align with your firm’s specific objectives.

Productivity Resources

Empower your team to focus on impactful work with a library of resources—proven templates, cheat sheets, and productivity tools—designed to streamline daily tasks and minimize errors.

Modern Learning Experience

Give learners the freedom to learn at their own pace, with ongoing access to learning materials upon program completion.

Actionable Insights

Track individual and team progress, assign learning, and measure performance, all from your intuitive dashboard.

SilverChef and CFI: A Story of Profitability

“After taking this course, there’s a general confidence increase to ask more informed questions to our customers…it sparked a development in a lot of people who are already looking at doing additional courses with CFI.”

Learn from the President of SilverChef and its Vice President of People and Culture how CFI enhanced capability across their employees and why they would “absolutely recommend CFI to other companies.”

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How MSH Used CFI to Fuel 40% YoY Growth

“What people learn most from is experience. CFI takes people with experience who are creating and leading the courses, arms you with that experience, and teaches you how to apply it to business.”

Learn from MSH's CFO how CFI helped contribute to "explosive" growth in their business." underneath the quote and above the CTA.

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