For Financial Services
Invest in Your Firm’s Tomorrow, Today
CFI’s ultimate learning environment equips your people to achieve their full potential for themselves and your firm.
“CFI closes the gap between theoretical knowledge learned in college and practical skills that employers are looking for.”
Joseph Cozzolino, Financial Solutions Advisor at Merrill Lynch
When Your Team Thrives, So Does Your Firm
Highly practical skills training that drives stronger dealmaking and generates outsized returns
Investment Banking
Markets Sales & Trading
Commercial Banking
Asset Management
Private Equity
Wealth Management
Trusted by Hundreds of Leading Firms and Over 1.8M Professionals Worldwide
Empower Your Finance Team for Strategic Greatness
Rapid, Targeted Skills Building
Practical training in relevant skills that make an immediate impact
Role-Based and Customizable Learning Paths
Curated skills-building tailored for the most common banking and investment roles
Learn From World-Class Banking and Investment Experts
Top-tier finance professionals teaching top-tier banking and investment practices in real-world scenarios
Tools and Resources to Boost Productivity
Practical resources for real-time problem solving—templates, Excel models, and step-by-step guides
Maximize Training ROI
As little as 5-10% of the cost (per learner) of traditional training
