From new certification programs to fresh courses and practice labs, check here for the latest CFI rollouts
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Fundamentals of Data Analysis in Excel - Case Study
This case study takes you deep into Excel fundamentals for data analysis through seven challenges. It’s a hands-on way to practice your Excel skills.
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Mastering Client Discovery
Understand the importance of a discovery meeting as a point of client conversion or loss in the FPWM client-advisory journey.
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Developing ESG Policies
Determine what ESG policies are needed for an example company, write core policy content, and decide policy governance.
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Communicating & Leading with Influence
This course provides leaders with the knowledge and frameworks to enhance their ability to communicate and influence their team, peers, and other stakeholders to achieve excellence in performance outcomes.
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Build a Presentation with Macabacus
This course is designed to help you use Macabacus to efficiently build a presentation that is dynamically linked to files in Excel.
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Networking, Prospecting, & Converting Leads
Learn the foundational skills to establish your market presence and grow your business as a financial planner or wealth management advisor.
