It provides courses and certifications in financial modeling, valuation, and other corporate finance topics.

This includes 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.

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).

The program includes 17 optional prerequisites to review the fundamentals and 15 core courses to build a foundation in credit analysis.

[12] Students are eligible to earn in total of 80 CPE credits upon successfully completing all courses in CFI's program.