What's New at CFI

Protect your clients’ financial plans by preparing for the future – establish safety nets and mitigate the financial impact of risks using insurance products.

This course will answer the question that is most often asked when it comes to learning economics: where do I start?

This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on.

Through this course, you will be able to have a conversation about Financial Markets – what they are, the audiences that they serve – and delineate the three primary asset classes of Cash and Cash Equivalents, Fixed Income, and Equities.

This course introduces you to the holistic, 7-step Financial Planning Process that underpins the journey an Advisor takes his or her 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.

This course has example-filled lessons that are meant to help refresh your memory of concepts related to the time value of money and annuities.