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.

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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 160+ lessons

10+ 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
Fundamentals of CreditLevel 1~ 2h to completeLearn more
Introduction to BankingLevel 1~ 2h to completeLearn more
Careers in Commercial BankingLevel 1~ 1h to completeLearn more
Banking Products and ServicesLevel 1~ 4h to completeLearn more

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)

Best FP&A Certifications: Further Your Career in Financial Planning and Analysis

March 28, 2024

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

AI for Finance: Top AI Tools for a Finance Professional

March 26, 2024

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

Top 9 Excel Certifications for Finance Professionals

March 19, 2024

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

Why You Don’t Need To Be a Prodigy To Succeed in Finance

March 18, 2024

Jonathan Jones

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

Quantitative Trader Courses: How to Become a Quantitative Trader

March 12, 2024

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

Securities Industry Essentials (SIE) Exam

March 7, 2024

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

Top 10 Business Intelligence Courses

March 5, 2024

CFI Team

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

Top 10 ESG Courses and Certifications in 2024

March 5, 2024

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

Top 15 Leadership Courses for Finance Professionals in 2024

March 5, 2024

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

Real Estate Private Equity (REPE): Investment Strategies and Careers

February 6, 2024

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

Restructuring Investment Banking: The "Ins" and "Outs" of Advising Distressed Companies

January 23, 2024

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

Wealth Management vs Investment Banking: A Guide to Deciding Which Role is Right for You

January 16, 2024

CFI Team

See all Career resources

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 (17)

Resource to help to take your finance and banking careers to the next level | CFI (18)Resource to help to take your finance and banking careers to the next level | CFI (19)Resource to help to take your finance and banking careers to the next level | CFI (20)

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 (21)

Investment professionals

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

Management consultants

Resource to help to take your finance and banking careers to the next level | CFI (23)

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 (24)

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