What's New at CFI

This course introduces you to the holistic, 7-step financial planning process that underpins the journey an advisor takes their clients through. You will learn about the common milestones in life that you may want to plan for, and how an advisor will guide you through the journey.

Learn the benefits of using non-deliverable forwards and the intricacies of the NDF markets.

Step into the shoes of a commercial credit professional to practice understanding and adjusting a business owner’s self-declared personal financial position.

• Graph database structures are useful when the relationships between data are as meaningful and complex as the data itself. In this course:
  • Explore graph database structures
  • Apply the Cypher language to query graph databases
  • Practice basic Cypher queries to solve connected data problems

Learn how options can be used and combined with the underlying asset to hedge or trade a view on market direction and volatility. – Learn how to combine options and the underlying asset – Explore various options and strategies – Create custom options strategies used to hedge or trade a view on market direction and volatility.

Improve your business Excel by learning new tips and tricks! In this lab, we will work with Excel tables and model data to demonstrate how to evaluate the income taxes of different business structures.