Question 1

Can I download the Excel files and financial modeling templates for the course?

Accepted Answer

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

Question 2

How long do I have to complete the courses?

Accepted Answer

Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Question 3

Are CFI courses officially accredited?

Accepted Answer

CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Question 4

Are there any additional fees or costs?

Accepted Answer

No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

Question 5

What currency are your courses priced in?

Accepted Answer

All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.

Question 6

How do I earn my certificates?

Accepted Answer

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

Question 7

Will these courses help me advance my career?

Accepted Answer

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.

Question 8

Can I email the instructor if I have questions?

Accepted Answer

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Question 9

What is the price of the subscription?

Accepted Answer

All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.

Question 10

What is included in the subscription?

Accepted Answer

All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.

Question 11

Case Study - Trading Dashboard in Tableau

Course Features

Course Description

Module 1: Case Study Introduction

Module 2: Pull Historical Prices into Tableau

Module 3: Historical Price Visuals

Module 4: Pull Intraday Prices into Tableau

Course FAQs