Accelerate Your Career Growth
Elevate your career to expert-level with CFI’s guided Learning Paths.
- Structured approach with tailored courses and practical exercises to meet your career’s unique needs
- 20+ roles covered across FP&A, sell-side and buy-side firms, and more
Ready to get started? Sign up for a membership plan.
Elevate your finance skills confidently with CFI's development paths, tailored just for your career
Hit the ground running, gain knowledge & skills, and give your career productivity a boost
Sell-Side Banks
Investment Banker Analyst (M&A Advisory)
112.5 Hours 20 Courses-
Corporate & Business Strategy7.5 hours
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Dashboards & Data Visualization6 hours
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Corporate Finance Fundamentals2.5 hours
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Advanced Excel Formulas & Functions4.5 hours
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Mergers & Acquisitions (M&A) Modeling8 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Accounting Fundamentals5 hours
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Scenario & Sensitivity Analysis in Excel2.5 hours
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PowerPoint & Pitchbooks7.5 hours
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Financial Analysis Fundamentals5 hours
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3-Statement Modeling6.5 hours
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Reading Financial Statements2 hours
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Capital IQ Fundamentals2 hours
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Leveraged Buyout (LBO) Modeling15 hours
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Math for Finance Professionals4.5 hours
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Operational Modeling8 hours
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Analyzing Growth Drivers & Business Risks2 hours
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Comparable Valuation Analysis4.5 hours
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DCF Valuation Modeling10 hours
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Introduction to Business Valuation6 hours
Investment Banking Analyst (DCM)
70.5 Hours 20 Courses-
High-Yield Bonds, Subordinated Debt, and Loans4.5 hours
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Securitized Products3.5 hours
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Applied Fixed Income7 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Economics for Capital Markets3 hours
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Convertible Bonds3 hours
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Hedge Fund Fundamentals3.5 hours
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Derivatives Fundamentals2.5 hours
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Swaps Fundamentals5.5 hours
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Repo (Repurchase Agreements)3 hours
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Portfolio Management Fundamentals1.5 hours
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Advanced Fixed Income2.5 hours
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Introduction to Capital Markets2 hours
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Fixed Income Fundamentals3.5 hours
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Foreign Exchange Fundamentals2 hours
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Trading Using Technical Analysis4 hours
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Behavioral Finance4 hours
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Math for Finance Professionals4.5 hours
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Credit Fixed Income3.5 hours
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Origination Fundamentals - Debt Capital Markets Perspective4 hours
Investment Banking Analyst (ECM)
55.5 Hours 19 Courses-
Equity Markets Fundamentals4 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Economics for Capital Markets3 hours
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Convertible Bonds3 hours
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Hedge Fund Fundamentals3.5 hours
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Derivatives Fundamentals2.5 hours
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Commodities Fundamentals3 hours
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Swaps Fundamentals5.5 hours
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Portfolio Management Fundamentals1.5 hours
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Introduction to Capital Markets2 hours
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Foreign Exchange Fundamentals2 hours
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Trading Using Technical Analysis4 hours
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Behavioral Finance4 hours
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Equity, FX, and Rate Futures2.5 hours
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Math for Finance Professionals4.5 hours
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Prime Services and Securities Lending1.5 hours
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Applied Technical Analysis for Equity Markets2 hours
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Understanding Options2 hours
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Options Hedging and Trading Strategies1.5 hours
Commercial Credit Analyst Role-Based Learning Path
66 Hours 19 Courses-
5 Cs of Credit1.5 hours
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Loan Security2 hours
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Loan Pricing4 hours
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Commercial Banking - Debt Modeling4.5 hours
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Real Estate Fundamentals3 hours
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Evaluating a Business Plan3 hours
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Financial Analysis for Credit7.5 hours
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Assessing Drivers of Business Growth2 hours
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Effective Business Writing2.5 hours
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Credit Administration and Documentation1.5 hours
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Account Monitoring and Warning Signs1.5 hours
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Assessing Management2.5 hours
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Reading Business Financial Information3.5 hours
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Completing a Credit Application2 hours
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3-Statement Modeling6.5 hours
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Loan Covenants3 hours
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RockCrusher Rentals5 hours
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Cash Flow Cycles and Analysis2.5 hours
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Operational Modeling8 hours
Commercial Real Estate Lender Role-Based Learning Path
28.5 Hours 8 Courses-
Construction Loan-in-Process1.5 hours
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Real Estate Fundamentals3 hours
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Real Estate Financial Modeling6.5 hours
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Environmental Due Diligence for Credit3 hours
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How to Read a Commercial Real Estate Appraisal2.5 hours
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Commercial Mortgages5 hours
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How to Read a Lease and Analyze a Rent Roll2 hours
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Rocky Mountain Holdings Ltd. - Commercial Mortgage5 hours
Sell-Side Equity Sales-Trader Role-Based Learning Path
54 Hours 18 Courses-
Equity Markets Fundamentals4 hours
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Spot Foreign Exchange2.5 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Economics for Capital Markets3 hours
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Convertible Bonds3 hours
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Derivatives Fundamentals2.5 hours
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Swaps Fundamentals5.5 hours
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Introduction to Capital Markets2 hours
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Foreign Exchange Fundamentals2 hours
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Trading Using Technical Analysis4 hours
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Behavioral Finance4 hours
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Equity, FX, and Rate Futures2.5 hours
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Math for Finance Professionals4.5 hours
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Prime Services and Securities Lending1.5 hours
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Modeling Risk with Monte Carlo Simulation4 hours
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Applied Technical Analysis for Equity Markets2 hours
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Understanding Options2 hours
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Options Hedging and Trading Strategies1.5 hours
Equity Research Associate (Sell Side)
108 Hours 24 Courses-
Corporate & Business Strategy7.5 hours
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Dashboards & Data Visualization6 hours
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Corporate Finance Fundamentals2.5 hours
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Equity Markets Fundamentals4 hours
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Presentation of Financial Information2 hours
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Advanced Excel Formulas & Functions4.5 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Economics for Capital Markets3 hours
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Accounting Fundamentals5 hours
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Syndicated Lending3.5 hours
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Scenario & Sensitivity Analysis in Excel2.5 hours
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Introduction to Capital Markets2 hours
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PowerPoint & Pitchbooks7.5 hours
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Financial Analysis Fundamentals5 hours
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3-Statement Modeling6.5 hours
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Behavioral Finance4 hours
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Reading Financial Statements2 hours
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Capital IQ Fundamentals2 hours
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Math for Finance Professionals4.5 hours
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Operational Modeling8 hours
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Analyzing Growth Drivers & Business Risks2 hours
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Comparable Valuation Analysis4.5 hours
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DCF Valuation Modeling10 hours
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Introduction to Business Valuation6 hours
Buy-Side Institutions
Buy-Side Equity Execution Trader Role-Based Learning Path
59 Hours 20 Courses-
Equity Markets Fundamentals4 hours
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Spot Foreign Exchange2.5 hours
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Excel Fundamentals - Formulas for Finance3.5 hours
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Economics for Capital Markets3 hours
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Convertible Bonds3 hours
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Hedge Fund Fundamentals3.5 hours
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Derivatives Fundamentals2.5 hours
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Swaps Fundamentals5.5 hours
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Portfolio Management Fundamentals1.5 hours
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Introduction to Capital Markets2 hours
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Foreign Exchange Fundamentals2 hours
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Trading Using Technical Analysis4 hours
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Behavioral Finance4 hours
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Equity, FX, and Rate Futures2.5 hours
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Math for Finance Professionals4.5 hours
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Prime Services and Securities Lending1.5 hours
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Modeling Risk with Monte Carlo Simulation4 hours
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Applied Technical Analysis for Equity Markets2 hours
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Understanding Options2 hours
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Options Hedging and Trading Strategies1.5 hours
Financial Planning & Analysis
Business Intelligence Role-Based Learning Path
86 Hours 14 Courses-
SQL Fundamentals10 hours
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Dashboards & Data Visualization6 hours
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Tableau Fundamentals8 hours
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Power Query Fundamentals6 hours
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Power BI Financial Statements7 hours
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Introduction to Business Intelligence1 hours
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Excel VBA for Finance7.5 hours
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Tableau Trading Dashboard5 hours
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Power BI Fundamentals6 hours
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Advanced Tableau - LOD Calculations5.5 hours
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Advanced Power BI9 hours
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Enterprise Deployment & Governance: Power BI Edition3.5 hours
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Fundamentals of Data Analysis in Excel8 hours
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Tableau Fundamentals Case Study3.5 hours
Wealth Management
Financial Planner Role-Based Learning Path
28.5 Hours 10 Courses-
Equity Markets Fundamentals4 hours
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Fixed Income Fundamentals3.5 hours
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Behavioral Finance4 hours
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Introduction to Financial Planning and Wealth Management: Industry and Careers2 hours
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Asset Classes and Financial Markets2.5 hours
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Financial Planning Principles2.5 hours
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Portfolio Management for Retail Clients2.5 hours
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Economics for Financial Advisors2.5 hours
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Risk Management and Insurance Planning3 hours
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Effective Communication for Client Facing Advisors2 hours
