Ramp up role-based skills faster

Transform your team into role-ready experts with guided Learning Paths.  
  • Structured approach with tailored courses and practical exercises to meet each role’s unique needs
  • 20+ roles covered across sell-side and buy-side firms, FP&A, and more
  • Available exclusively to CFI for Teams business customers

Ready to get started? Sign up for CFI for Teams now.

Scale personalized skill development throughout your organization with confidence

Empower teams to hit the ground running and build a shared knowledge base with role-specific training. Reduce training burden on colleagues and team leaders.
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Sell-Side Banks

Investment Banker - Advisory

112.5 Hours 21 Courses

Investment Banker - DCM

69 Hours 20 Courses

Commercial Credit Analyst

66 Hours 19 Courses

Commercial Real Estate Lender

28.5 Hours 8 Courses

Commercial Relationship Manager

59.5 Hours 20 Courses

Small Business Banker

44.5 Hours 16 Courses

Sell-Side Equity Sales-Trader

52.5 Hours 18 Courses

Sell-Side Fixed Income Credit Sales

69 Hours 20 Courses

Sell-Side FX Trader

65.5 Hours 21 Courses

Equity Researcher

108 Hours 25 Courses

Buy-Side Institutions

Buy-Side Derivatives Risk Manager

59 Hours 19 Courses

Buy-Side Equity Execution Trader

57.5 Hours 20 Courses

Buy-Side Fixed Income Researcher

72.5 Hours 21 Courses

Hedge Fund

64.5 Hours 21 Courses

Financial Planning & Analysis

Business Intelligence

86 Hours 14 Courses

Data Science

44 Hours 9 Courses

Wealth Management

Financial Planner

28.5 Hours 10 Courses

Investment Advisor

28.5 Hours 10 Courses
Corporate Finance Institute
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