Corporate Finance Institute

Short description: Financial analyst certification organization, formed in 2016

Corporate Finance Institute

Abbreviation| CFI
Predecessor| MDA Training
Merged into| Corporate Finance Institute
Formation| 2016
Type| Private
Purpose| Finance Education
Headquarters| Vancouver , British Columbia, Canada
Coordinates|  [ ⚑ ] : 49°17′5.7438″N 123°6′55.9434″W﻿ / ﻿49.284928833°N 123.115539833°W﻿ / 49.284928833; -123.115539833

Region served

| Worldwide

Official language

| English

Key people

| Anna Talerico (CEO)

Staff

| 100

Students

| 1,500,000
Website| corporatefinanceinstitute.com

Corporate Finance Institute (CFI) is an online training and education platform for finance and investment professionals, providing courses and certifications in financial modeling, valuation, and other corporate finance topics. These are the skills CFI deems important for modern finance - such as Microsoft Excel, presentation and visuals - as well as underlying knowledge of accounting and business strategy.

CFI is a provider of certification programs including Financial Modeling & Valuation Analyst (FMVA),[1] Commercial Banking & Credit Analyst (CBCA), Capital Markets and Securities Analyst (CMSA), and Business Intelligence and Data Analyst (BIDA). All CFI courses are delivered online.

The organization was incorporated as a joint venture with MDA Training (MDA), a London-based financial training company founded in 1988 by Professor Walter Reid, who was one of the founding professors of the London Business School (LBS).[2]

In 2021, Corporate Finance Institute acquired Macabacus, a Microsoft Office Add-In for finance professionals, with tens of thousands of monthly and annual subscribers.[3]

## Contents

* 1 FMVA certification
* 2 CBCA certification
* 3 BIDA certification
* 4 National Registry of CPE Sponsors with NASBA
* 5 See also
* 6 References
* 7 External links

## FMVA certification

CFI offers the Financial Modeling and Valuation Analyst (FMVA) certification. Students may also choose individual courses based on their needs, without accessing the certification program. The analyst program includes 7 optional prerequisites to review the fundamentals, 11 core courses to build a foundation in financial modeling and valuation, plus a minimum of 3 elective courses that allow more focus on specific topics and skills (14 required courses in total). Students must earn a minimum passing grade of 80% in each course assessment and pass the final exam to complete the requirements of the program and to receive a certificate of completion.[4][5]

Curriculum topic distributions are as follows:[6]

* Financial Modeling (25%)
* Finance Theory and Math (23%)
* Excel Skills (17%)
* Business Valuation (10%)
* Budgeting & Forecasting (8%)
* Presentations & Visual Outputs (8%)
* Accounting Knowledge (5%)
* Corporate and Business Strategy (4%)

## CBCA certification

CFI also offers the Commercial Banking and Credit Analyst (CBCA) certification which is designed for the credit analysts who are working in different banks, credit rating agency or insurance. The program includes 17 optional prerequisites to review the fundamentals and 15 core courses to build a foundation in credit analysis. Students must earn a minimum passing grade of 80% in each course assessment to complete the requirements for the program and to receive a certificate of completion.[7][8]

Curriculum topic distributions are as follows:[9]

* Financial Analysis (39%)
* Credit Evaluation and Documentation (26%)
* Management & Business (16%)
* Risk Management (12%)
* Industry Analysis (7%)

## BIDA certification

Business Intelligence and Data Analyst (BIDA) [10] covers both BI and data science, helping develop skills in various related areas: data storage and collection, data transformation, data analysis and modeling, data visualization.

## National Registry of CPE Sponsors with NASBA

Corporate Finance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education (CPE) on the National Registry of CPE Sponsors.[11] Students are eligible to earn in total of 80 CPE credits upon successfully completing all courses in CFI's program.[12]

## See also

* Financial modelling
* Outline of finance § Financial modeling
* Valuation
* Professional certification

## References

1. ↑ "Financial Analyst Training". CFI Education Inc.. https://corporatefinanceinstitute.com/certifications/financial-modeling-valuation-analyst-fmva-program/. Retrieved 19 January 2019.
2. ↑ "History and Background of CFI". Corporate Finance Institute. https://corporatefinanceinstitute.com/about-cfi/. Retrieved 19 January 2019.
3. ↑ Turner, Luke. "Corporate Finance Institute® (CFI) Announces Acquisition of Macabacus and Surpasses 4 Million Course Enrollments". CNW Group Ltd.. https://www.newswire.ca/news-releases/corporate-finance-institute-r-cfi-announces-acquisition-of-macabacus-and-surpasses-4-million-course-enrollments-834646751.html.
4. ↑ "Financial Modeling & Valuation Analyst (FMVA)® Certification". corporatefinance.org. https://corporatefinance.org/fmva-financial-modeling-certification/. Retrieved 19 January 2019.
5. ↑ "Financial Analyst Courses and Training Online". Corporate Finance Institute. https://corporatefinanceinstitute.com/certifications/financial-modeling-valuation-analyst-fmva-program/. Retrieved 19 January 2019.
6. ↑ "Financial Modeling & Valuation Analyst (FMVA)® Certification". Financial Modeling Competition. https://financialmodeling.org/fmva-certification/. Retrieved 19 January 2019.
7. ↑ "Commercial Banking and Credit Analyst (CBCA)® Certification". corporatefinance.org. https://corporatefinanceinstitute.com/certifications/commercial-banking-credit-analyst-certification-cbca/. Retrieved 17 January 2021.
8. ↑ "Credit Analyst Courses and Training Online". Corporate Finance Institute. https://corporatefinanceinstitute.com/certifications/commercial-banking-credit-analyst-certification-cbca/. Retrieved 17 January 2021.
9. ↑ "Commercial Banking & Credit Analyst (CBCA)® Certification". Financial Modeling Competition. https://corporatefinanceinstitute.com/certifications/commercial-banking-credit-analyst-certification-cbca/. Retrieved 17 January 2021.
10. ↑ "Business Intelligence & Data Analyst (BIDA) Certification". corporatefinanceinstitute.com. https://corporatefinanceinstitute.com/certifications/business-intelligence-data-analyst-bida/. Retrieved 9 September 2022.
11. ↑ "Corporate Finance Institute". National Associate of State Boards of Accountancy. https://www.nasbaregistry.org/exhibitors/corporate-finance-institute. Retrieved 19 January 2019.
12. ↑ "Earn 80 CPE Credits". CFI Education Inc.. https://corporatefinanceinstitute.com/about-cfi/cpe-credits-online/. Retrieved 19 January 2019.

## External links

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