Resource to help to take your finance and banking careers to the next level | CFI (2024)

Looking for more information on finance and banking careers and resources to help take yours to the next level? Explore our Career Resources for learning paths, lessons, templates, exercises, and more. Whether you’re just starting out or a seasoned finance professional looking for ways to advance your career, we’re here to help you reach your goals.

Explore Career courses

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Resource to help to take your finance and banking careers to the next level | CFI (3)Resource to help to take your finance and banking careers to the next level | CFI (4)

Topic Overview

There are countless career paths across finance and banking—and countless ways CFI can help set you up for success. With certifications, specializations, resources, and productivity tools for everything from financial modeling to commercial banking, you can take your career in any direction.

5 courses

Consisting of over 190+ lessons

20+ interactive exercises

Learn by doing with guided simulations

Expert Insructors

Learn from the very best

New courses monthly

On need-to-know subject matter

Blockchain certificates

To verify your financial skills

500,000+ 5 star ratings

Best-in-class training, as rated by you

Find the Right Career Course

Browse CFI’s Certification Programs for Financial Modeling, Capital Markets, Commercial Banking, and Business Intelligence, or dive into various Specializations like ESG or Real Estate Finance. Our courses are regularly refreshed and updated so your skills and knowledge are relevant and real-world ready.

Top Career Courses

Browse all courses

Discover Free Career Resources

Explore all of CFI's Career learning and development resources.

Resource to help to take your finance and banking careers to the next level | CFI (5)

Webinar Recording: Finance Interview Prep

March 17, 2023

CFI Team

Resource to help to take your finance and banking careers to the next level | CFI (6)

Webinar Recap: The Future of Finance Roles in a Changing Talent Landscape

November 22, 2022

CFI Team

Resource to help to take your finance and banking careers to the next level | CFI (7)

7 Relationship Lessons I Wish I Learned Earlier in My Banking Career

January 30, 2023

Kyle Peterdy

Resource to help to take your finance and banking careers to the next level | CFI (8)

Interview Follow-Up Emails

October 25, 2022

CFI Team

Resource to help to take your finance and banking careers to the next level | CFI (9)

Commercial Lending Training

January 6, 2023

Kyle Peterdy

Resource to help to take your finance and banking careers to the next level | CFI (10)

CEO (Chief Executive Officer)

March 4, 2023

Kyle Peterdy

Resource to help to take your finance and banking careers to the next level | CFI (11)

Real Estate Appraiser

February 1, 2023

Kyle Peterdy

Resource to help to take your finance and banking careers to the next level | CFI (12)

Financial Sector

March 15, 2023

CFI Team

Resource to help to take your finance and banking careers to the next level | CFI (13)

Enrolled Agent (EA)

January 30, 2023

CFI Team

Resource to help to take your finance and banking careers to the next level | CFI (14)

Networking for University Students

January 30, 2023

CFI Team

Why Learn With CFI?

CFI is the leading learning and productivity resource for finance and banking professionals for a reason.

Focused on practical skill-building guided by experienced professionals, CFI courses are designed to help you learn by doing and gain real-world knowledge you can put to work right away. On-demand lessons mean you can go at your own pace and learn anytime, from anywhere, and range from beginner to advanced for professionals at any level.

And because CFI memberships offer unlimited access across programs and specializations, you can become an expert in any area of finance you choose.

Resource to help to take your finance and banking careers to the next level | CFI (15)

Resource to help to take your finance and banking careers to the next level | CFI (16) Resource to help to take your finance and banking careers to the next level | CFI (17)Resource to help to take your finance and banking careers to the next level | CFI (18)

With CFI Career Courses, You Can Discover:

Potential career paths in Commercial Banking based on technical skills and personality types

Buy-side and sell-side roles within Capital Markets

Which Capital Markets career paths may be best suited for you

The details of different roles in Business Intelligence and which skills are essential

The differences between Business Intelligence and Data Science roles

What a typical “day in the life” looks like for certain roles

And more

Who Should Take CFI Career Courses?

Anyone who is curious about the various career paths in finance and banking, getting an inside look at what certain roles entail from real professionals, and how to achieve their goals in their chosen field—whether it’s to start a fresh career, take a new direction, or continue forging a path to success.

Resource to help to take your finance and banking careers to the next level | CFI (19)

Investment professionals

Resource to help to take your finance and banking careers to the next level | CFI (20)

Management consultants

Resource to help to take your finance and banking careers to the next level | CFI (21)

Financial analysts

Registered Provider: National Association of State Boards of Accountancy

All courses are accredited by the Better Business Bureau (BBB), CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the US. Most courses qualify for verified CPE credits for CPA charter holders.

Courses include video lessons, quizzes, and final assessments.

Resource to help to take your finance and banking careers to the next level | CFI (22)

Resource to help to take your finance and banking careers to the next level | CFI (2024)
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