|
Build Your Own Robo-Advisor
|
0.5 |
Specialized Knowledge |
Level 3 |
|
Deconstructing Options
|
0.5 |
Finance |
Level 4 |
|
Conducting a Materiality Assessment
|
0.5 |
Finance |
Level 3 |
|
Developing ESG Policies
|
0.5 |
Finance |
Level 2 |
|
Construction Loan-in-Process
|
1 |
Specialized Knowledge |
Level 3 |
|
Presentation of Financial Information
|
1 |
Finance |
Level 2 |
|
Credit Administration and Documentation
|
1 |
Finance |
Level 3 |
|
Reading Financial Statements
|
1 |
Finance |
Level 2 |
|
Options Hedging and Trading Strategies
|
1 |
Finance |
Level 4 |
|
Widgets Inc. - Adjusting a Business Owner’s Net Worth
|
1 |
Finance |
Level 2 |
|
Boss Brewing Inc. – Connecting Capital Structure & Credit Structure
|
1 |
Finance |
Level 3 |
|
Macabacus Quick Start Guide
|
1 |
Specialized Knowledge |
Level 2 |
|
Tableau Fundamentals Case Study
|
1 |
Specialized Knowledge |
Level 3 |
|
Digital Banking Fundamentals
|
1 |
Specialized Knowledge |
Level 1 |
|
5 Cs of Credit
|
1.5 |
Finance |
Level 2 |
|
Loan Security
|
1.5 |
Finance |
Level 3 |
|
Introduction to ESG
|
1.5 |
Specialized Knowledge |
Level 1 |
|
Assessing Drivers of Business Growth
|
1.5 |
Finance |
Level 2 |
|
Portfolio Management Fundamentals
|
1.5 |
Finance |
Level 1 |
|
Account Monitoring and Warning Signs
|
1.5 |
Finance |
Level 3 |
|
Scenario & Sensitivity Analysis in Excel
|
1.5 |
Finance |
Level 3 |
|
Introduction to Business Intelligence
|
1.5 |
Finance |
Level 1 |
|
Introduction to Capital Markets
|
1.5 |
Finance |
Level 1 |
|
Equipment Finance
|
1.5 |
Finance |
Level 3 |
|
Fixed Income Fundamentals
|
1.5 |
Finance |
Level 3 |
|
How to Read a Commercial Real Estate Appraisal
|
1.5 |
Specialized Knowledge |
Level 3 |
|
Capital IQ Fundamentals
|
1.5 |
Specialized Knowledge |
Level 2 |
|
Microsoft Word Tutorial - Business Documents
|
1.5 |
Finance |
Level 1 |
|
Structuring a Construction Loan
|
1.5 |
Specialized Knowledge |
Level 3 |
|
Cash Flow Cycles and Analysis
|
1.5 |
Finance |
Level 3 |
|
Careers in Commercial Banking
|
1.5 |
Finance |
Level 1 |
|
ESG Disclosure
|
1.5 |
Specialized Knowledge |
Level 2 |
|
Analyzing Growth Drivers & Business Risks
|
1.5 |
Finance |
Level 1 |
|
Understanding Options
|
1.5 |
Specialized Knowledge |
Level 3 |
|
Pitch Deck Essentials for Lenders
|
1.5 |
Specialized Knowledge |
Level 1 |
|
Portfolio Management for Retail Clients
|
1.5 |
Finance |
Level 2 |
|
Foreign Exchange - Non-Deliverable Forwards
|
1.5 |
Finance |
Level 5 |
|
Modeling Taxes for Different Business Structures
|
1.5 |
Finance |
Level 2 |
|
Economics for Financial Advisors
|
1.5 |
Finance |
Level 1 |
|
Effective Communication for Client Facing Advisors
|
1.5 |
Communications and Marketing |
Level 1 |
|
Carbon Market Fundamentals
|
1.5 |
Finance |
Level 3 |
|
Format a Financial Model with Macabacus
|
1.5 |
Finance |
Level 2 |
|
Introduction to FinTech
|
1.5 |
Specialized Knowledge |
Level 1 |
|
Having Difficult Conversations and Managing Conflict
|
1.5 |
Specialized Knowledge |
Level 1 |
|
The Role of The FP&A Professional
|
1.5 |
Finance |
Level 1 |
|
Power Query Fundamentals Case Study
|
1.5 |
Specialized Knowledge |
Level 3 |
|
Mastering Client Discovery
|
1.5 |
Specialized Knowledge |
Level 2 |
|
Fundamentals of Data Analysis in Excel - Case Study
|
1.5 |
Finance |
Level 3 |
|
WealthTech Fundamentals
|
1.5 |
Specialized Knowledge |
Level 1 |
|
Payment Technology Fundamentals
|
1.5 |
Specialized Knowledge |
Level 1 |
|
Professional Ethics
|
2 |
Regulatory Ethics |
Level 1 |
|
Spot Foreign Exchange
|
2 |
Finance |
Level 2 |
|
Real Estate Fundamentals
|
2 |
Specialized Knowledge |
Level 3 |
|
Evaluating a Business Plan
|
2 |
Finance |
Level 2 |
|
Fundamentals of Credit
|
2 |
Finance |
Level 1 |
|
Accounting Fundamentals
|
2 |
Accounting |
Level 2 |
|
Repo (Repurchase Agreements)
|
2 |
Finance |
Level 3 |
|
Syndicated Lending
|
2 |
Finance |
Level 3 |
|
Construction Finance Fundamentals
|
2 |
Specialized Knowledge |
Level 3 |
|
Advanced Fixed Income
|
2 |
Finance |
Level 5 |
|
Assessing Management
|
2 |
Finance |
Level 2 |
|
Completing a Credit Application
|
2 |
Finance |
Level 3 |
|
Foreign Exchange Fundamentals
|
2 |
Finance |
Level 1 |
|
Forms of Business Structure
|
2 |
Finance |
Level 1 |
|
Introduction to Banking
|
2 |
Finance |
Level 1 |
|
How to Read a Lease and Analyze a Rent Roll
|
2 |
Specialized Knowledge |
Level 3 |
|
Loan Covenants
|
2 |
Finance |
Level 3 |
|
Equity, FX, and Rate Futures
|
2 |
Finance |
Level 3 |
|
Monthly Cash Flow Modeling
|
2 |
Finance |
Level 3 |
|
Prime Services and Securities Lending
|
2 |
Finance |
Level 2 |
|
Bayesian Thinking
|
2 |
Finance |
Level 5 |
|
Modeling Risk with Monte Carlo Simulation
|
2 |
Finance |
Level 4 |
|
Introduction to Cryptocurrency
|
2 |
Finance |
Level 1 |
|
Greenhouse Gas Accounting
|
2 |
Accounting |
Level 3 |
|
Cryptocurrency Intermediates: Bitcoin Explained
|
2 |
Finance |
Level 2 |
|
Advanced Tableau - Data Model
|
2 |
Specialized Knowledge |
Level 4 |
|
Foreign Exchange - Deliverable Forwards
|
2 |
Finance |
Level 4 |
|
Classification - Fundamentals & Practical Applications
|
2 |
Specialized Knowledge |
Level 4 |
|
Cryptocurrency Intermediates: Understanding Ethereum
|
2 |
Finance |
Level 2 |
|
Asset Classes and Financial Markets
|
2 |
Finance |
Level 2 |
|
Giving Effective Feedback
|
2 |
Specialized Knowledge |
Level 1 |
|
Human Capital Management
|
2 |
Specialized Knowledge |
Level 1 |
|
Risk Management and Insurance Planning
|
2 |
Finance |
Level 2 |
|
Introduction to Agribusiness
|
2 |
Specialized Knowledge |
Level 1 |
|
Leading High-Performing Teams
|
2 |
Specialized Knowledge |
Level 1 |
|
Power BI Case Study – CFI Capital Partners
|
2 |
Specialized Knowledge |
Level 3 |
|
Audit a Financial Model With Macabacus
|
2 |
Finance |
Level 3 |
|
Leading with Emotional Intelligence and Self-Awareness
|
2 |
Specialized Knowledge |
Level 1 |
|
Modular Model Building with Macabacus
|
2 |
Finance |
Level 2 |
|
Python Fundamentals Case Study
|
2 |
Specialized Knowledge |
Level 4 |
|
Networking, Prospecting, & Converting Leads
|
2 |
Specialized Knowledge |
Level 2 |
|
Communicating & Leading with Influence
|
2 |
Specialized Knowledge |
Level 1 |
|
Build a Presentation with Macabacus
|
2 |
Specialized Knowledge |
Level 2 |
|
Loan Pricing
|
2.5 |
Finance |
Level 4 |
|
Corporate Finance Fundamentals
|
2.5 |
Finance |
Level 2 |
|
Convertible Bonds
|
2.5 |
Finance |
Level 4 |
|
Hedge Fund Fundamentals
|
2.5 |
Finance |
Level 2 |
|
Derivatives Fundamentals
|
2.5 |
Finance |
Level 3 |
|
Commodities Fundamentals
|
2.5 |
Finance |
Level 3 |
|
Mining Financial Model & Valuation
|
2.5 |
Finance |
Level 4 |
|
Environmental Due Diligence for Credit
|
2.5 |
Specialized Knowledge |
Level 3 |
|
Power Pivot Fundamentals
|
2.5 |
Finance |
Level 3 |
|
Futures Pricing and Commodity Futures
|
2.5 |
Finance |
Level 3 |
|
Profitable Lead Generation
|
2.5 |
Finance |
Level 3 |
|
Advanced Futures & Forwards
|
2.5 |
Finance |
Level 4 |
|
Introduction to Financial Planning and Wealth Management: Industry and Careers
|
2.5 |
Finance |
Level 1 |
|
ESG for Commercial Lenders
|
2.5 |
Specialized Knowledge |
Level 4 |
|
Problem Loans
|
2.5 |
Finance |
Level 3 |
|
Converting Leads to Customers - Negotiation & Closing
|
2.5 |
Finance |
Level 3 |
|
Trade Finance
|
2.5 |
Finance |
Level 3 |
|
Enterprise Deployment & Governance: Power BI Edition
|
2.5 |
Specialized Knowledge |
Level 4 |
|
Financial Planning Principles
|
2.5 |
Finance |
Level 2 |
|
Corporate Governance
|
2.5 |
Specialized Knowledge |
Level 2 |
|
Cryptocurrency Intermediates: Altcoins, Stablecoins, CBDCs and NFTs
|
2.5 |
Specialized Knowledge |
Level 2 |
|
Introduction to Climate Risk Management
|
2.5 |
Finance |
Level 1 |
|
Alternative Investments for Wealth Advisors
|
2.5 |
Finance |
Level 2 |
|
Introduction to InsurTech
|
2.5 |
Specialized Knowledge |
Level 1 |
|
Introduction to Risk Management
|
2.5 |
Finance |
Level 1 |
|
Coaching for Workplace Performance
|
2.5 |
Specialized Knowledge |
Level 1 |
|
Equity Allocation for Wealth Management
|
2.5 |
Finance |
Level 1 |
|
Securitized Products
|
3 |
Finance |
Level 4 |
|
Commercial Banking - Debt Modeling
|
3 |
Finance |
Level 4 |
|
Economics for Capital Markets
|
3 |
Finance |
Level 2 |
|
Retail, Restaurant, & Franchise Lending
|
3 |
Finance |
Level 3 |
|
Real Estate Financial Modeling
|
3 |
Finance |
Level 5 |
|
Renewable Energy - Solar Financial Modeling
|
3 |
Finance |
Level 5 |
|
Reading Business Financial Information
|
3 |
Finance |
Level 2 |
|
Commercial Mortgages
|
3 |
Finance |
Level 4 |
|
Tableau Trading Dashboard
|
3 |
Finance |
Level 4 |
|
ESG Fundamentals
|
3 |
Specialized Knowledge |
Level 2 |
|
Behavioral Finance
|
3 |
Finance |
Level 1 |
|
Credit Fixed Income
|
3 |
Finance |
Level 3 |
|
Lending to Medical Professionals
|
3 |
Specialized Knowledge |
Level 3 |
|
Asset-Based Lending & Alternative Finance
|
3 |
Finance |
Level 4 |
|
Private Banking
|
3 |
Finance |
Level 3 |
|
Origination Fundamentals - Debt Capital Markets Perspective
|
3 |
Finance |
Level 2 |
|
SQL Case Study - WOWI Sales Analysis
|
3 |
Specialized Knowledge |
Level 3 |
|
Cash-to-Accrual Accounting
|
3 |
Finance |
Level 2 |
|
Agriculture Lending Fundamentals
|
3 |
Finance |
Level 3 |
|
Cybersecurity and RegTech Fundamentals
|
3 |
Specialized Knowledge |
Level 2 |
|
High-Yield Bonds, Subordinated Debt, and Loans
|
3.5 |
Finance |
Level 3 |
|
Dashboards & Data Visualization
|
3.5 |
Finance |
Level 2 |
|
Power Query Fundamentals
|
3.5 |
Finance |
Level 3 |
|
Advanced Excel Formulas & Functions
|
3.5 |
Finance |
Level 3 |
|
Excel Fundamentals - Formulas for Finance
|
3.5 |
Finance |
Level 2 |
|
Banking Products and Services
|
3.5 |
Finance |
Level 1 |
|
Effective Business Writing
|
3.5 |
Specialized Knowledge |
Level 2 |
|
Statistics Fundamentals
|
3.5 |
Specialized Knowledge |
Level 2 |
|
Lending to Complex Structures
|
3.5 |
Finance |
Level 3 |
|
Data Science & Machine Learning Fundamentals
|
3.5 |
Information Technology |
Level 2 |
|
Short Duration Products
|
3.5 |
Finance |
Level 3 |
|
Trading Using Technical Analysis
|
3.5 |
Finance |
Level 2 |
|
Advanced Tableau - LOD Calculations
|
3.5 |
Specialized Knowledge |
Level 4 |
|
ESG Integration & Financial Analysis
|
3.5 |
Specialized Knowledge |
Level 3 |
|
Venture Debt
|
3.5 |
Finance |
Level 4 |
|
Regression Analysis - Fundamentals & Practical Applications
|
3.5 |
Specialized Knowledge |
Level 4 |
|
Comparable Valuation Analysis
|
3.5 |
Finance |
Level 5 |
|
Pricing Options and Option Sensitivities
|
3.5 |
Finance |
Level 5 |
|
Equity Markets Fundamentals
|
4 |
Finance |
Level 3 |
|
Mergers & Acquisitions (M&A) Modeling
|
4 |
Finance |
Level 4 |
|
Financial Analysis for Credit
|
4 |
Finance |
Level 3 |
|
Startup / e-Commerce Financial Model & Valuation
|
4 |
Finance |
Level 4 |
|
Excel VBA for Finance
|
4 |
Finance |
Level 3 |
|
Math for Finance Professionals
|
4 |
Finance |
Level 2 |
|
Graph Database Fundamentals
|
4 |
Specialized Knowledge |
Level 4 |
|
Intermediate DAX & Time Intelligence
|
4 |
Finance |
Level 4 |
|
Excel Fundamentals - Quick Start Guide
|
4 |
Finance |
Level 1 |
|
Corporate & Business Strategy
|
4.5 |
Finance |
Level 3 |
|
Budgeting and Forecasting
|
4.5 |
Finance |
Level 3 |
|
Power BI Financial Statements
|
4.5 |
Finance |
Level 4 |
|
PowerPoint & Pitchbooks
|
4.5 |
Finance |
Level 2 |
|
Financial Analysis Fundamentals
|
4.5 |
Finance |
Level 3 |
|
Fundamentals of Data Analysis in Excel
|
4.5 |
Specialized Knowledge |
Level 2 |
|
SQL Fundamentals
|
5 |
Specialized Knowledge |
Level 3 |
|
Tableau Fundamentals
|
5 |
Finance |
Level 3 |
|
Loan Default Prediction with Machine Learning
|
5 |
Finance |
Level 5 |
|
Applied Fixed Income
|
5 |
Finance |
Level 4 |
|
Power BI Fundamentals
|
5 |
Finance |
Level 3 |
|
3-Statement Modeling
|
5 |
Finance |
Level 4 |
|
R Fundamentals
|
5 |
Specialized Knowledge |
Level 4 |
|
Data Prep for Machine Learning in Python
|
5 |
Specialized Knowledge |
Level 4 |
|
Introduction to Business Valuation
|
5 |
Finance |
Level 2 |
|
Swaps Fundamentals
|
5.5 |
Finance |
Level 3 |
|
Python Fundamentals
|
5.5 |
Information Technology |
Level 4 |
|
The Amazon Case Study (New Edition)
|
6 |
Finance |
Level 4 |
|
Advanced Power BI
|
6 |
Finance |
Level 4 |
|
Operational Modeling
|
6 |
Finance |
Level 3 |
|
DCF Valuation Modeling
|
7.5 |
Finance |
Level 3 |
|
Leveraged Buyout (LBO) Modeling
|
8.5 |
Finance |
Level 5 |
