Upgrade your skills, stay compliant and relevant with CFI’s engaging online CPE courses. Earn 400+ credits with 5000+ lessons in accounting, financial analysis and modeling, wealth management, leadership and more.
CFI's expert-led courses are tailored to meet the ongoing education needs of busy professionals in accounting, finance and banking. Stay current with the latest tools, technologies, and methodologies and develop fresh skills.
CFI is a recognized continuing professional education/development (CPE/CPD) provider for professional bodies and associations around the world.
| Course Name | CPE Credits | Field of Study | Level | Categories |
|---|---|---|---|---|
| High-Yield Bonds, Subordinated Debt, and Loans | 3.5 | Finance | Level 3 | cmsa |
| Construction Loan-in-Process | 1 | Specialized Knowledge | Level 3 | cref |
| Corporate & Business Strategy | 4.5 | Finance | Level 3 | fmva,cbca,beb |
| Securitized Products | 3 | Finance | Level 4 | cmsa,cbca |
| SQL Fundamentals | 5 | Specialized Knowledge | Level 3 | bida,bias |
| Dashboards & Data Visualization | 3.5 | Finance | Level 2 | fmva,beb |
| 5 Cs of Credit | 1.5 | Finance | Level 2 | cbca |
| Loan Security | 1.5 | Finance | Level 3 | cbca |
| Loan Pricing | 2.5 | Finance | Level 4 | cbca |
| Corporate Finance Fundamentals | 2.5 | Finance | Level 2 | fmva |
| Professional Ethics | 2 | Regulatory Ethics | Level 1 | fmva,cmsa,cbca,esg,beb,fpwm |
| Equity Markets Fundamentals | 4 | Finance | Level 3 | cmsa,fpwm |
| Tableau Fundamentals | 5 | Finance | Level 3 | bida,bias |
| Spot Foreign Exchange | 2 | Finance | Level 2 | cmsa,fpwm |
| Commercial Banking - Debt Modeling | 3 | Finance | Level 4 | cbca |
| Introduction to ESG | 1.5 | Specialized Knowledge | Level 1 | esg |
| Real Estate Fundamentals | 2 | Specialized Knowledge | Level 3 | cbca,cref |
| The Amazon Case Study (New Edition) | 6 | Finance | Level 4 | fmva |
| Loan Default Prediction with Machine Learning | 5 | Finance | Level 5 | dss,ftip |
| Applied Fixed Income | 5 | Finance | Level 4 | cmsa |
| Presentation of Financial Information | 1 | Finance | Level 2 | fmva |
| Power Query Fundamentals | 3.5 | Finance | Level 3 | fmva,bida,daie,bias |
| Advanced Excel Formulas & Functions | 3.5 | Finance | Level 3 | fmva |
| Mergers & Acquisitions (M&A) Modeling | 4 | Finance | Level 4 | fmva,cbca |
| Excel Fundamentals - Formulas for Finance | 3.5 | Finance | Level 2 | fmva,bida,cmsa,cbca,beb,fpwm,ftip |
| Evaluating a Business Plan | 2 | Finance | Level 2 | cbca |
| Economics for Capital Markets | 3 | Finance | Level 2 | cmsa |
| Budgeting and Forecasting | 4.5 | Finance | Level 3 | fmva |
| Retail, Restaurant, & Franchise Lending | 3 | Finance | Level 3 | cbca |
| Financial Analysis for Credit | 4 | Finance | Level 3 | cbca |
| Power BI Financial Statements | 4.5 | Finance | Level 4 | fmva,bida,bias |
| Convertible Bonds | 2.5 | Finance | Level 4 | cmsa |
| Hedge Fund Fundamentals | 2.5 | Finance | Level 2 | cmsa |
| Fundamentals of Credit | 2 | Finance | Level 1 | cbca |
| Derivatives Fundamentals | 2.5 | Finance | Level 3 | cmsa,fpwm |
| Commodities Fundamentals | 2.5 | Finance | Level 3 | cmsa,fpwm |
| Assessing Drivers of Business Growth | 1.5 | Finance | Level 2 | cbca,fpwm |
| Banking Products and Services | 3.5 | Finance | Level 1 | cbca,fpwm |
| Accounting Fundamentals | 2 | Accounting | Level 2 | fmva,cbca,fpwm,ftip |
| Effective Business Writing | 3.5 | Specialized Knowledge | Level 2 | cbca,beb,fpwm |
| Credit Administration and Documentation | 1 | Finance | Level 3 | cbca |
| Swaps Fundamentals | 5.5 | Finance | Level 3 | cmsa |
| Repo (Repurchase Agreements) | 2 | Finance | Level 3 | cmsa |
| Portfolio Management Fundamentals | 1.5 | Finance | Level 1 | cmsa |
| Statistics Fundamentals | 3.5 | Specialized Knowledge | Level 2 | bida,dss,ftip |
| Startup / e-Commerce Financial Model & Valuation | 4 | Finance | Level 4 | fmva |
| Syndicated Lending | 2 | Finance | Level 3 | cmsa,cbca |
| Account Monitoring and Warning Signs | 1.5 | Finance | Level 3 | cbca |
| Construction Finance Fundamentals | 2 | Specialized Knowledge | Level 3 | cbca,cref |
| Mining Financial Model & Valuation | 2.5 | Finance | Level 4 | fmva |
| Real Estate Financial Modeling | 3 | Finance | Level 5 | fmva,cref |
| Scenario & Sensitivity Analysis in Excel | 1.5 | Finance | Level 3 | fmva |
| Advanced Fixed Income | 2 | Finance | Level 5 | cmsa |
| Environmental Due Diligence for Credit | 2.5 | Specialized Knowledge | Level 3 | cref |
| Lending to Complex Structures | 3.5 | Finance | Level 3 | cbca |
| Introduction to Business Intelligence | 1.5 | Finance | Level 1 | bida,bias |
| Introduction to Capital Markets | 1.5 | Finance | Level 1 | cmsa |
| Renewable Energy - Solar Financial Modeling | 3 | Finance | Level 5 | fmva |
| Data Science & Machine Learning Fundamentals | 3.5 | Information Technology | Level 2 | dss,ftip |
| Short Duration Products | 3.5 | Finance | Level 3 | cmsa |
| Assessing Management | 2 | Finance | Level 2 | cbca |
| Equipment Finance | 1.5 | Finance | Level 3 | cbca |
| Reading Business Financial Information | 3 | Finance | Level 2 | cbca |
| Power Pivot Fundamentals | 2.5 | Finance | Level 3 | fmva,bida,daie,bias |
| Excel VBA for Finance | 4 | Finance | Level 3 | fmva,daie |
| PowerPoint & Pitchbooks | 4.5 | Finance | Level 2 | fmva,beb |
| Completing a Credit Application | 2 | Finance | Level 3 | cbca |
| Fixed Income Fundamentals | 1.5 | Finance | Level 3 | cmsa,fpwm |
| Foreign Exchange Fundamentals | 2 | Finance | Level 1 | cmsa |
| Python Fundamentals | 5.5 | Information Technology | Level 4 | bida,dss,ftip |
| Forms of Business Structure | 2 | Finance | Level 1 | cbca |
| How to Read a Commercial Real Estate Appraisal | 1.5 | Specialized Knowledge | Level 3 | cref |
| Financial Analysis Fundamentals | 4.5 | Finance | Level 3 | fmva,ftip |
| Introduction to Banking | 2 | Finance | Level 1 | cbca |
| Commercial Mortgages | 3 | Finance | Level 4 | cmsa,cbca,cref |
| Futures Pricing and Commodity Futures | 2.5 | Finance | Level 3 | cmsa |
| Tableau Trading Dashboard | 3 | Finance | Level 4 | bida,bias |
| How to Read a Lease and Analyze a Rent Roll | 2 | Specialized Knowledge | Level 3 | cref |
| Power BI Fundamentals | 5 | Finance | Level 3 | fmva,bida,beb,bias |
| Trading Using Technical Analysis | 3.5 | Finance | Level 2 | cmsa |
| ESG Fundamentals | 3 | Specialized Knowledge | Level 2 | esg |
| 3-Statement Modeling | 5 | Finance | Level 4 | fmva,cbca |
| Loan Covenants | 2 | Finance | Level 3 | cbca |
| Behavioral Finance | 3 | Finance | Level 1 | cmsa,fpwm |
| Reading Financial Statements | 1 | Finance | Level 2 | fmva,fpwm |
| Equity, FX, and Rate Futures | 2 | Finance | Level 3 | cmsa |
| Capital IQ Fundamentals | 1.5 | Specialized Knowledge | Level 2 | fmva |
| Leveraged Buyout (LBO) Modeling | 8.5 | Finance | Level 5 | fmva |
| Microsoft Word Tutorial - Business Documents | 1.5 | Finance | Level 1 | beb |
| FP&A Monthly Cash Flow Forecast Model | 2 | Finance | Level 3 | fmva,cbca |
| Structuring a Construction Loan | 1.5 | Specialized Knowledge | Level 3 | cref |
| Math for Finance Professionals | 4 | Finance | Level 2 | fmva,cmsa,fpwm |
| Credit Fixed Income | 3 | Finance | Level 3 | cmsa |
| Accounting Principles and Standards | 2 | Accounting | Level 2 | fmva |
| Cash Flow Cycles and Analysis | 1.5 | Finance | Level 3 | cbca |
| Prime Services and Securities Lending | 2 | Finance | Level 2 | cmsa |
| Bayesian Thinking | 2 | Finance | Level 5 | dss |
| Modeling Risk with Monte Carlo Simulation | 2 | Finance | Level 4 | fmva,cmsa,dss |
| Careers in Commercial Banking | 1.5 | Finance | Level 1 | cbca |
| Advanced Tableau - LOD Calculations | 3.5 | Specialized Knowledge | Level 4 | bida,bias |
| Advanced Power BI | 6 | Finance | Level 4 | bida,bias |
| Lending to Medical Professionals | 3 | Specialized Knowledge | Level 3 | cbca |
| Profitable Lead Generation | 2.5 | Finance | Level 3 | cbca |
| ESG Disclosure | 1.5 | Specialized Knowledge | Level 2 | esg |
| Introduction to Cryptocurrency | 2 | Finance | Level 1 | cda,ftip |
| Asset-Based Lending & Alternative Finance | 3 | Finance | Level 4 | cbca |
| Advanced Futures & Forwards | 2.5 | Finance | Level 4 | cmsa |
| ESG Integration & Financial Analysis | 3.5 | Specialized Knowledge | Level 3 | fmva,esg |
| Refinitiv Workspace Fundamentals | 0.5 | Specialized Knowledge | Level 1 | cmsa |
| Introduction to Financial Planning and Wealth Management: Industry and Careers | 2.5 | Finance | Level 1 | fpwm |
| Venture Debt | 3.5 | Finance | Level 4 | cbca |
| Private Banking | 3 | Finance | Level 3 | cbca,fpwm |
| Greenhouse Gas Accounting | 2 | Accounting | Level 3 | esg |
| Cryptocurrency Intermediates: Bitcoin Explained | 2 | Finance | Level 2 | cda,ftip |
| Regression Analysis - Fundamentals & Practical Applications | 3.5 | Specialized Knowledge | Level 4 | fmva,bida,dss,ftip |
| ESG for Commercial Lenders | 2.5 | Specialized Knowledge | Level 4 | cbca |
| Problem Loans | 2.5 | Finance | Level 3 | cbca |
| Vertical IQ Fundamentals | 1.5 | Specialized Knowledge | Level 2 | cbca |
| Advanced Tableau - Data Model | 2 | Specialized Knowledge | Level 4 | bida,bias |
| Origination Fundamentals - Debt Capital Markets Perspective | 3 | Finance | Level 2 | cmsa,cbca |
| Converting Leads to Customers - Negotiation & Closing | 2.5 | Finance | Level 3 | cbca |
| Trade Finance | 2.5 | Finance | Level 3 | cbca |
| Operational Modeling | 6 | Finance | Level 3 | fmva,cbca,ftip |
| Foreign Exchange - Deliverable Forwards | 2 | Finance | Level 4 | cmsa |
| Classification - Fundamentals & Practical Applications | 2 | Specialized Knowledge | Level 4 | dss,ftip |
| Cryptocurrency Intermediates: Understanding Ethereum | 2 | Finance | Level 2 | cda,ftip |
| Analyzing Growth Drivers & Business Risks | 1.5 | Finance | Level 1 | fmva,cbca |
| Asset Classes and Financial Markets | 2 | Finance | Level 2 | fpwm |
| Understanding Options | 1.5 | Specialized Knowledge | Level 3 | cmsa,fpwm |
| Enterprise Deployment & Governance: Power BI Edition | 2.5 | Specialized Knowledge | Level 4 | bida,bias |
| Giving Effective Feedback | 2 | Specialized Knowledge | Level 1 | leps |
| Human Capital Management | 2 | Specialized Knowledge | Level 1 | esg |
| Pitch Deck Essentials for Lenders | 1.5 | Specialized Knowledge | Level 1 | cbca |
| Financial Planning Principles | 2.5 | Finance | Level 2 | fpwm |
| Options Hedging and Trading Strategies | 1 | Finance | Level 4 | cmsa |
| Corporate Governance | 2.5 | Specialized Knowledge | Level 2 | esg |
| Portfolio Management for Retail Clients | 1.5 | Finance | Level 2 | fpwm |
| R Fundamentals | 5 | Specialized Knowledge | Level 4 | dss |
| Foreign Exchange - Non-Deliverable Forwards | 1.5 | Finance | Level 5 | cmsa |
| Comparable Valuation Analysis | 3.5 | Finance | Level 5 | fmva |
| DCF Valuation Modeling | 7.5 | Finance | Level 3 | fmva |
| Modeling Taxes for Different Business Structures | 1.5 | Finance | Level 2 | cbca |
| Graph Database Fundamentals | 4 | Specialized Knowledge | Level 4 | |
| Economics for Financial Advisors | 1.5 | Finance | Level 1 | fpwm |
| Equity Trading Fundamentals (CFI X AmplifyME) | 0.5 | Finance | Level 3 | cmsa |
| Widgets Inc. - Adjusting a Business Owner’s Net Worth | 1 | Finance | Level 2 | cbca |
| Risk Management and Insurance Planning | 2 | Finance | Level 2 | fpwm |
| Effective Communication for Client Facing Advisors | 1.5 | Communications and Marketing | Level 1 | fpwm |
| Data Prep for Machine Learning in Python | 5 | Specialized Knowledge | Level 4 | dss |
| Fundamentals of Data Analysis in Excel | 4.5 | Specialized Knowledge | Level 2 | fmva,bida,daie,bias |
| Introduction to Agribusiness | 2 | Specialized Knowledge | Level 1 | cbca |
| Cryptocurrency Intermediates: Altcoins, Stablecoins, CBDCs and NFTs | 2.5 | Specialized Knowledge | Level 2 | cda,ftip |
| Leading High-Performing Teams | 2 | Specialized Knowledge | Level 1 | leps |
| Carbon Market Fundamentals | 1.5 | Finance | Level 3 | esg |
| Pricing Options and Option Sensitivities | 3.5 | Finance | Level 5 | cmsa |
| Boss Brewing Inc. – Connecting Capital Structure & Credit Structure | 1 | Finance | Level 3 | cbca |
| SQL Case Study - WOWI Sales Analysis | 3 | Specialized Knowledge | Level 3 | bida,bias |
| Cash-to-Accrual Accounting | 3 | Finance | Level 2 | cbca |
| Introduction to Climate Risk Management | 2.5 | Finance | Level 1 | esg |
| Macabacus Quick Start Guide | 1 | Specialized Knowledge | Level 2 | macabacus |
| Power BI Case Study – CFI Capital Partners | 2 | Specialized Knowledge | Level 3 | bida,bias |
| Tableau Fundamentals Case Study | 1 | Specialized Knowledge | Level 3 | bida,bias |
| Format a Financial Model with Macabacus | 1.5 | Finance | Level 2 | macabacus |
| Alternative Investments for Wealth Advisors | 2.5 | Finance | Level 2 | fpwm |
| Introduction to FinTech | 1.5 | Specialized Knowledge | Level 1 | ftip |
| Introduction to Business Valuation | 5 | Finance | Level 2 | fmva |
| Agriculture Lending Fundamentals | 3 | Finance | Level 3 | cbca |
| Having Difficult Conversations and Managing Conflict | 1.5 | Specialized Knowledge | Level 1 | leps |
| Audit a Financial Model With Macabacus | 2 | Finance | Level 3 | macabacus |
| The Role of The FP&A Professional | 1.5 | Finance | Level 1 | fmva |
| Introduction to InsurTech | 2.5 | Specialized Knowledge | Level 1 | ftip |
| Leading with Emotional Intelligence and Self-Awareness | 2 | Specialized Knowledge | Level 1 | leps |
| Modular Model Building with Macabacus | 2 | Finance | Level 2 | macabacus |
| Python Fundamentals Case Study | 2 | Specialized Knowledge | Level 4 | bida,dss |
| Build Your Own Robo-Advisor | 0.5 | Specialized Knowledge | Level 3 | ftip |
| Introduction to Risk Management | 2.5 | Finance | Level 1 | |
| Deconstructing Options | 0.5 | Finance | Level 4 | cmsa |
| Networking, Prospecting, & Converting Leads | 2 | Specialized Knowledge | Level 2 | fpwm |
| Conducting a Materiality Assessment | 0.5 | Finance | Level 3 | esg |
| Communicating & Leading with Influence | 2 | Specialized Knowledge | Level 1 | leps |
| Power Query Fundamentals Case Study | 1.5 | Specialized Knowledge | Level 3 | bida,daie |
| Build a Presentation with Macabacus | 2 | Specialized Knowledge | Level 2 | macabacus |
| Mastering Client Discovery | 1.5 | Specialized Knowledge | Level 2 | fpwm |
| Developing ESG Policies | 0.5 | Finance | Level 2 | esg |
| Coaching for Workplace Performance | 2.5 | Specialized Knowledge | Level 1 | leps |
| Fundamentals of Data Analysis in Excel - Case Study | 1.5 | Finance | Level 3 | bida,daie,bias |
| WealthTech Fundamentals | 1.5 | Specialized Knowledge | Level 1 | ftip |
| Digital Banking Fundamentals | 1 | Specialized Knowledge | Level 1 | ftip |
| Intermediate DAX & Time Intelligence | 4 | Finance | Level 4 | bida,bias |
| Cybersecurity and RegTech Fundamentals | 3 | Specialized Knowledge | Level 2 | ftip |
| Excel Fundamentals - Quick Start Guide | 4 | Finance | Level 1 | fmva,cmsa,cbca,fpwm |
| Payment Technology Fundamentals | 1.5 | Specialized Knowledge | Level 1 | ftip |
| Equity Allocation for Wealth Management | 2.5 | Finance | Level 1 | |
| Total CPE Credits | 500 |
CPAs across all states in the U.S. and most provinces in Canada recognize CFI courses as verified CPE credits that help their members improve their professional competency.
After successfully completing each course, the PDF certificate to claim your credits can be downloaded from your student dashboard. Additionally, we can verify your certification over the phone with an employer if necessary.
CFI courses currently count as verifiable CPE credits for American CPAs and CPD credits for Canadian CPAs.
*For Canadian CPAs, please contact your local CPA body for information regarding the CPD credits and enrollment details.
CFI is committed to helping finance professionals everywhere drive their careers. Explore these additional resources to help plan and manage your continuing education goals.
