Course Library

In this course, we’ll demystify the core aspects of accounting for business combinations. You'll discover how to undertake a business consolidation, apply the equity method to investments where a comp ...

One of the most challenging topics in finance and accounting is calculating a company’s diluted share count and earnings per share. But it’s absolutely crucial to master this since the diluted share c ...

Understanding accounting is crucial to becoming a world-class financial professional. As part of this, it’s important to understand how accounting choices impact comparability and profitability. In th ...

Accounting is how businesses communicate internally as well as to external stakeholders. Therefore, understanding accounting is critical for world-class financial professionals. It’s also important to ...

This cutting-edge course explores the transformative potential of AI in finance, focusing on leveraging large language models (LLMs) for enhanced financial statement analysis. Students will learn to h ...

This course will help you solve and answer common business questions by using Table Calculations in Tableau. With each scenario requiring a different function, you’ll learn to think on your feet and w ...

AI tools are changing every industry without exception. The analysts of the future will be able to combine their domain knowledge with technical skills and AI assistants to get their work done faster. ...

AI-Enhanced Financial Analysis explores the integration of AI tools into traditional financial practices. It emphasizes the significance of AI in financial analysis, offering insights into creating AI ...

Financial analysts must routinely make strategic decisions in the face of uncertainty. Scenario analysis, enhanced by artificial intelligence (AI), has become a game-changer in navigating this landsca ...

The three-statement financial model forms the foundation on which many other models and analyses are built, and constructing a three-statement model is a critical skill for many roles in accounting an ...

Banking regulations are the fundamental pillar supporting stability, fairness, and trust in our financial systems. They aim to prevent reckless behavior by banks and ensure that individual customers a ...

AI tools are increasingly important to make us all more efficient analysts. In this case study, you’ll use ChatGPT or another AI of your choice, to help solve data analysis problems in Excel. From ext ...

CFI’s “Comparable Valuation Fundamentals” course will help you understand the best way to value companies using comparable trading analysis and precedent transaction analysis. This course will teach y ...

Compliance Risk Management will equip learners with the expertise needed to identify, manage, and mitigate compliance risks within financial institutions. This course explores key areas such as Anti-M ...

“Credit and Counterparty Credit Risk” is designed to provide financial professionals with the expertise needed to effectively assess and manage credit risk within financial institutions. The course co ...

Data Visualization is a powerful can help you transform a meaningless table of numbers into a clear, action-driven message. To deliver our message with absolute clarity we must consider who we are pre ...

The financial planning and wealth management industry is a competitive landscape ranging from individual practices to large corporate wealth managers. As such, it is important for you, as an advisor, ...

ESG has become THE ultimate test of management effectiveness in today’s business arena. Corporate finance teams around the world will face increasing pressures and expectations to guide their organiza ...

According to NOAA, the federal agency responsible for climate change monitoring in the United States, damages from domestic climate disasters in 2023 totaled approximately $92.9 Billion dollars. Clima ...

In CFI’s “governance Issues & Materiality” course, you will explore key governance challenges such as board composition, enterprise risk management, ethics, and compliance, and their material impact o ...

People are the core of every organization—employees, customers, investors, suppliers, and communities all shape a company’s welfare. Today’s biggest challenges—labor strikes, talent shortages, supplie ...

Financial Planning & Analysis (FP&A) is one of the most common roles in finance and accounting and companies of all sizes need skilled professionals to help monitor business performance and recommend ...

CFI’s “FP&A Modeling Pt.4 - Contractor Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting contractor costs in FP&A mode ...

CFI’s “FP&A Modeling Pt.7 - Dashboard Visualizations” course will help you understand how to configure FP&A data to visualize on a dashboard. We will also review some Excel skills used to create rich ...

CFI’s “FP&A Modeling Pt.5 - Debt and Capex Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to monitor the company’s capital expendi ...

CFI’s “FP&A Modeling Pt.1 - Design” course will help you learn best-in-class approaches to FP&A model design. This course will also teach you about the importance of cover pages as well as using hyper ...

CFI’s “FP&A Modeling Pt.6 - Financial Statement Aggregation” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to ag ...

FP&A models can be overwhelming and quite complex. CFI’s “FP&A Modeling Pt.2 - Formatting & Revenue” course will help you filter through challenges you may have to learn best-in-class approaches to fo ...

CFI’s “FP&A Modeling Pt.3 - Headcount Analysis” course will help you filter through any past challenges you may have had to learn best-in-class approaches to forecasting headcount and employee costs i ...

This course will help you learn how to build an FP&A model to monitor monthly data, adjust forecasts, and compare to the budget forecast. - Review best-in-class design for FP&A monthly models with qua ...

In CFI’s “FP&A Variance Pt.3 - Protection & Presentation” course, you will learn how to protect the integrity of FP&A models at the cell, worksheet, and workbook levels. The course will also review be ...

CFI’s “FP&A Variance Pt.2 - Roll Forward & Analysis” course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to ro ...

“Historical VaR for Market Risk” teaches financial professionals to calculate Value at Risk (VaR) using the Historical method for equity and fixed-income securities. Through Excel-based exercises and ...

This course provides a comprehensive introduction to Artificial Intelligence (AI) in the context of finance. As AI reshapes the industry, finance professionals must understand its core concepts and ap ...

Valuation is probably the most fundamental concept in finance and is a necessary skill to become a world-class financial analyst. Due to the nature of a bank’s operations, as well as banking regulatio ...

This course reviews what a leveraged buyout (LBO) is and the advantages of using a considerable amount of debt in a transaction. We will review how to build a sources & uses schedule to understand the ...

This course covers the essentials of mergers and acquisitions (M&A), including motivations, risks, deal types, and the M&A process. You’ll learn about friendly vs. hostile deals, horizontal vs. vertic ...

Many change initiatives fail or face delays. Skilled leaders can guide teams through change, fostering adaptability and innovation. To stay relevant, organizations must quickly adapt and learn. This c ...

Leveraging Generative AI for Risk Assessment is designed to help finance professionals understand and apply AI-driven tools for modern risk management. The course covers credit, market, and macroecono ...

Understanding the trade lifecycle is vital for financial services roles. This course covers market participants, trade execution, and processes for confirmation, clearing, and settlement. Learners gai ...

M&A accounting is key for building accurate models and assessing deals. This course covers fair value adjustments, goodwill, deferred taxes, and related fees. It explains stock vs. asset purchases and ...

Market risk is the potential for financial losses due to changes in interest rates, exchange rates, commodity, or equity prices. This course teaches learners to identify market risk on a bank’s balanc ...

Financial math is essential for analyzing data, managing risks, and assessing investments in finance. This course builds foundational skills, covering simple vs. compound interest, nominal vs. effecti ...

Normalizing Income Statements is designed to teach learners how to adjust and interpret income statements for financial analysis and decision making. This course empowers learners with the skills nece ...

Operational risk is a critical component of any comprehensive risk management framework. Operational failures can not only lead to large financial losses, but they can also lead to exceedingly damagin ...

This course explores strategies to enhance Wealth Management services by increasing portfolio income or protecting capital from risk. It covers how Advisors can integrate Options programs into their p ...

CFI’s “Reading & Analyzing an Insurance Company’s Financial Statements course” provides a detailed understanding of the insurance industry from both operating and accounting perspectives. Participants ...

Banks have unique classes of balance sheet and income statement line items that other companies won’t have. In “Reading & Analyzing a Bank’s Financial Statements” we will explore those differences and ...

IBISWorld is a provider of market intelligence reports and industry analysis that offers a vast array of reports covering various industries. Utilizing IBISWorld to uncover market trends, competitive ...

Efficient workflow management is critical for saving time, ensuring accuracy, and improving team collaboration. Learn invaluable lessons from experienced analysts who have honed their skills over many ...