Corporate Finance Institute (CFI)

Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance.

Event Details

Location and date:
Elearning January 1 - December 31, 2020

 

 

Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. Participants typically include professionals in entry to mid-level positions in financial planning & analysis (FP&A), corporate development, treasury, investor relations, and capital markets. CFI's online financial training courses have been offered by CPA bodies across Canada.

Within 2 business days of your registration, you will receive an email with a unique link to access your chosen course and further instructions. This link is valid for one person, for the specific course purchased and therefore, should not be shared. The completion certificate will be issued for a single user. There are no cancellations or transfers available for any CFI courses.

Upon completion, please visit mycpawebservices.ca to record your CPD hours.

Additional options and pricing may be available. See pricing and registration for more details.


Pricing & registration

More Details:

Session Descriptions

Advanced Excel Formulas
Length: 4.00 CPD hours
Cost: $60.00

Learn the most advanced formulas, functions and types of financial analysis to be an Excel power user. This course is designed specifically for spreadsheet users who are already proficient and looking to take their skills to an advanced level.

This advanced tutorial will help you become a world class financial analyst for careers in investment banking, private equity, corporate development, equity research and FP&A.

Behavioral Finance Fundamentals
Length: 2.00 CPD hours
Cost: $90.00

Behavioural finance is the study of the influence of psychology on the behaviour of financial practitioners. In this three part course, you will learn about the wide range of decision making biases and information processing errors that influence our financial decision making.

Modules:
1. Decision making biases and errors
2. Information processing errors
3. How decisions are impacted by others

Budgeting and Forecasting
Length: 5.00 CPD hours
Cost: $180.00

This financial budgeting course will teach you about the entire budgeting process from start to finish, including how to create a disciplined culture of budgeting in your organization, the various methods for building budgets, techniques to analyze results, and how to increase the chances of organizational performance improvements.
This interactive and applied budgeting course enables participants to:

1. Adopt a disciplined approach to developing budgets
2. Forecast results with quantitative and qualitative methods
3. Effectively use variance analysis to track performance
4. Present results with charts and graphs

Building a Financial Model in Excel
Length: 4.00 CPD hours
Cost: $250.00

This four module course demonstrates how you can perform a financial analysis on any organization using a wide variety of ratios derived from its financial statements.

Modules:
1. Vertical and horizontal income statement analysis
2. Balance sheet and leverage ratios
3. Cash flow statement and ratios
4. Rates of return and profitability analysis

Business Valuation Fundamentals
Length: 5.00 CPD hours
Cost: $180.00

This four part course provides participants with the skills needed to do a basic business valuation. This valuation module series will be particularly valuable to those who are new to business valuation and are looking for a high-level yet thorough introduction to valuation fundamentals.

Modules:
1. Valuation using equity multiples
2. Valuation using EV multiples
3. Valuing a business using discounted cash flows
4. Determining the cost of capital

Corporate & Business Strategy
Length: 5.00 CPD hours
Cost: $250.00

Strategy matters to all operating companies, as it is a major determinant of the success of their business. This Corporate & Business Strategy course will cover the most important terminologies, theories, concepts, and frameworks on strategy. The course is designed to guide you through a comprehensive strategic analysis process, and demonstrate the application of theories into real-world business situations.

CFI's Corporate & Business Strategy course is beyond just academic definitions, theories and concepts — you will take raw data and information provided in the case study, perform analyses as guided through the video lectures, and build strategic alternatives based on the result of your analyses. At the end of the day, you will be able to create a detailed strategy document, describing the entire strategic analysis process from external analysis to the recommendation of strategic alternatives, which can then be presented to the management board of the company.

As a professional financial analyst, the ability to demonstrate both quantitative and qualitative analytical skills is a valuable asset to possess, which allows you to stand out from the competition.

Dashboards & Data Visualization
Length: 4.00 CPD hours
Cost: $90.00

This in-depth course will teach you how to build a custom Excel dashboard using professional data visualization techniques. By the end of the course you will have a solid understanding of how to tell a story by combining data, charts, graphs, and other visuals.

Excel Modeling Fundamentals
Length: 4.00 CPD hours
Cost: $180.00

Learn the fundamentals of financial modeling online from professional Wall Street trainers. This four part series provides tips and tricks for Excel model builders, gives advice on how to audit your financial models, demonstrates how to use better formulas, and shows you how to monitor and handle uncertainty using scenarios planning.

Modules:
1. Excel tips and tricks
2. Better formulas
3. Catering for uncertainty
4. Auditing a model

Financial Analysis Fundamentals
Length: 4.00 CPD hours
Cost: $120.00

This four module course demonstrates how you can perform a financial analysis on any organization using a wide variety ratios derived from its financial statements.

Modules:
1. Analyzing the income statement
2. Analyzing the balance sheet
3. Funding the business
4. Pyramid of ratios

Financial Modeling using VBA
Length: 3.00 CPD hours
Cost: $180.00

This four part course provides participants with the skills needed to incorporate Visual Basic for Applications (VBA) into financial models. This VBA module series will be particularly valuable to those who regularly build financial models in Excel and are looking for a thorough introduction to VBA.

Modules:
1. Introduction to VBA for financial modeling in Excel
2. Design, build and run VBA sub procedures
3. Create customized Excel functions
4. Branching, looping and procedure code

FP&A Monthly Cash Flow Forecast
Length: 4.00 CPD hours
Cost: $180.00

Master the art of building a rolling 12-month cash flow forecast model in our Financial Planning & Analysis (FP&A) course. In this course you will learn to build a monthly cash flow model from scratch complete with assumptions, financials, supporting schedules and charts.

We will look at how forecast revenues, operating expenses and changes in balance sheet items to arrive at monthly cash flow. From there we will assess the financial impact on the business, decide if capital needs to be raised, evaluate credit metrics, and create elegant charts to inform management.

Leveraged Buyout LBO Modeling
Length: 7.00 CPD hours
Cost: $250.00

Learn to build an LBO model from scratch in CFI's leveraged buyout modeling course. This advanced class covers how to set up and build an LBO model step-by-step including assumptions, financing, forecast income statement, balance sheet, cash flow, debt schedule, DCF, IRR, sensitivity analysis, error checks, all formulas, functions, and formatting.

This advanced financial modeling course covers everything you need to build an LBO model from scratch.

This LBO model course is designed for advanced financial practitioners. It is most suitable for professionals working in investment banking and private equity, although it may also be useful for professionals in equity research, corporate development, and other areas of finance.

Math for Corporate Finance
Length: 6.00 hours
Cost: $60.00

This four module course demonstrates how a number of mathematical formulas can be used to conduct detailed analysis on a set of data and/or variables.

Modules:
1. Discounted cash flows
2. Bond pricing and yields
3. Key statistical skills
4. Covariance, correlation & regression

Mergers & Acquisition (M&A) Modeling
Length: 6.00 CPD hours
Cost: $250.00

This class is perfect for anyone who wants to learn how to build a financial model for mergers and acquisitions from the bottom up. The video-based lessons will teach you all the formulas and functions to calculate stub periods, outline sources and uses of cash, perform a purchase price allocation and determine goodwill, create multiple scenarios for synergies and other key assumptions, and integrate all of the above into a well laid out pro forma model.

In addition to learning the detailed mechanics of how to build the model, students will also learn how to assess the impact of the transaction through accretion/dilution analysis and impact on the implied share price (intrinsic value per share). By performing sensitivity analysis, users will understand how a change in assumptions impacts future outcomes of the merger or acquisition.

Mining Financial Model & Valuation
Length: 5.00 CPD hours
Cost: $250.00

Master the art of building a financial model to value a mining company, complete with assumptions, financials, valuation, sensitivity analysis, and output charts. In this course we will work through a case study of a real mining asset by pulling information from the Feasibility Study, inputting it into Excel, building a forecast, and valuing the asset.

Master mining valuation and learn how to value a mining company in Excel. This course is designed for careers in investment banking, equity research, and PF&A.

PowerPoint & Pitchbooks
Length: 4.00 CPD hours
Cost: $180.00

Learn the most advanced functions, tips and best practices for presentation design to be a distinguished PowerPoint user. This tutorial is designed specifically for financial analysts who need to create PowerPoint presentations, mainly in the form of pitchbooks. This is a classic skillset for Analysts who need to make world-class presentations.

This advanced PowerPoint tutorial will help you become a world-class financial analyst for careers in investment banking, private equity, corporate development, equity research and FP&A. By watching the instructor build the pitchbook right on your screen, you can easily pause, rewatch, and repeat exercises until you've mastered them.

This course focuses on two types of presentations: distributed presentations where the presentation is printed or distributed electronically, and live presentations where there is a speech accompanying the presentation.

Real Estate Financial Modeling
Length: 6.00 CPD hours
Cost: $250.00

Build a dynamic Real Estate Financial Model to evaluate the investment return profile of a development project in Excel.

This financial modeling real estate excel course is designed for development professionals, lending / banking analysts, surveyors, and anyone interested in mastering the art of building a real estate development models from scratch.

In this real estate modeling course you will learn step-by-step how to build a dynamic a financial model that incorporates sensitivity analysis of development costs, sales prices, and other aspects of development.

Sensitivity Analysis for Financial Modeling
Length: 3.00 CPD hours
Cost: $90.00

This advanced financial modeling course will teach you how to perform sensitivity analysis in Excel with focus on practical applications for professionals working in investment banking, equity research, financial planning & analysis (FP&A), and finance functions.

By the end of this course you will have a thorough grasp of how to build a robust sensitivity analysis system into your Excel financial model. Form and function are both critical to ensure you can handle quick changes and information requests when you're working on a live transaction.

Startup / e-Commerce Financial Model & Valuation
Length: 5.00 CPD hours
Cost: $250.00

Master the art of building a financial model and valuing an e-commerce startup. In this course you will learn to build a startup financial model from scratch complete with assumptions, financials, valuation, and output charts. We will look at how much money this business has to raise based on its business plan and model out each year of cash flow.

The e-commerce financial model template included in this course is yours for download and can be used for your own business.

Venue[s] and Accommodation[s]

Venue[s]:

Elearning


Frequently asked questions:

WILL BE CPD HOURS BE AUTOMATICALLY ADDED TO MY PROFILE?

No. Once you complete your session and have your certificate of completion, please log in at mycpawebservices.ca.

HOW MANY CPD HOURS WILL I RECEIVE?

The number of hours is listed below the title in the session description.

CAN I GET A REFUND FOR MY SESSION?

No refunds or transfers can be offered for CFI sessions.