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Corporate Finance Institute (CFI)

Canada

CFI is an online training and certification platform that helps finance professionals and teams build practical skills in corporate finance, M&A, valuation, FP&A and analytics through structured programs and hands‑on case studies.

Key features

  • Certification programs – FMVA, CBCA, FP&A, BIDA and other credentials covering modeling, valuation, credit and analytics.
  • On-demand course library – Hundreds of case‑based courses on topics like M&A, LBOs, capital markets and Excel modeling.
  • Skill assessments – Tests and learning paths to benchmark and upskill teams across core finance competencies.
  • Templates & tools – Excel templates, models and checklists that support day‑to‑day finance work.
  • Team solutions – Corporate plans for banks, PE funds and corporates with admin dashboards and progress tracking.

AI capabilities

Provides an AI Tutor - an AI assistant trained on CFI’s finance content - that gives instant answers, summaries, and explanations to complement courses and help learners understand financial modelling, valuation, and M&A topics.

Integrations

  • Integrates into corporate L&D programs via SSO and reporting APIs
  • learners can export models and templates into their own toolchains.

More information

Founded in 2016 and headquartered in Vancouver, CFI has become a widely used online finance training platform for analysts, associates, and managers across banks, funds, and corporates. It offers a mix of technical courses, certifications, and practical tools that help professionals build job-ready skills in modelling, valuation, M&A, and related areas.

What Makes Corporate Finance Institute (CFI) Different

Key differentiators highlighted by the vendor.

  1. Practitioner-built content aligned with real roles.
  2. Deep certification catalog for multiple finance tracks.
  3. Scalable team training offering with analytics.

Key facts

Year founded
2016
Pricing
Subscription-based pricing with individual plans starting around $399–$497 per user per year, plus team and enterprise plans with custom pricing.
Deal stage
Sourcing
Target market
Asset managers · Corporate M&A · End client (sell side) · M&A advisory · Private Equity · Venture Capital

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