CFI Self-Study Bundle & CBCA™ Certification

Learn the most critical knowledge and skills required to become a world-class banking and credit analyst.

Most Popular CBCA Package

Never expires and gives you full access to 35 courses and certificates. Gain a competitive edge in commercial banking with advanced knowledge, real-world analysis skills, and career confidence.

Industry, Management, and Business Analysis

  • Analyze the external economy that a company operates in using PESTEL analysis
  • Analyze a company’s industry by looking at Porter’s five forces
  • Assess a company’s lifecycle, risks, and competitive advantage
  • Perform SWOT analysis to evaluate a company’s internal and external environment
  • Assess a company’s strategy and business plan
  • Identify the advantages and disadvantages of each business structure
  • Analyze management’s attitudes, strategy, and track record

Financial Analysis

  • Read and interpret a balance sheet, income statement, cash flow statement, financial reporting, and business taxation
  • Conduct a cash flow analysis and compare key metrics
  • Use the pyramid of ratios to explain what drives a company’s financial performance
  • Create a 3-statement model using historical figures and trends to forecast business performance
  • Calculate and interpret the key lending ratios such as working capital ratio, debt to equity ratio, debt service coverage ratio
  • Use a financial model to calculate key financial covenants

Risk Management

  • Compare different types of security
  • Determine the security value of different assets based on MASTprinciples
  • Identify common warning signs that a company has financial difficulties
  • Use predictive default models such as Altman’s Z-scores and EDF to determine the overall risk of the company
  • Identify problem accounts and apply different methods to handle problem accounts

Credit Evaluation and Documentation

  • Understand how the legal structure of a company affects the lending process and lending decisions
  • Evaluate credit risk and risk ratings
  • Identify financial and non-financial covenants
  • Complete different types of credit documentation
  • Identify cash flow considerations and credit considerations such as revenue, margins, Capex, debt level, and interest rate
  • Discuss account review and monitoring procedures

Our Students

Trusted by 800,000+ students working for some of the largest companies in the world

See what some of our students say on LinkedIn!

Ihor Kukhar
Financial Modeling and...
Hey folks, After 6 months of studying, 19 courses, and over 900 lessons, I have finally completed Corporate Finance Institute® (CFI)’s Certification Program. I would definitely recommend it to anyone that is looking to get a deeper insight into Valuation,...
Read more
Stephen Moerane
Director Of Special Pr...
Today marks a very important milestone in my educational journey. I have been looking for a way to get into Finance but hadn't been able to identify a credential that would do the job without interrupting my work schedule. Thank...
Read more
Adam Thiébaut
FMVA™ | CFA™ level 1 c...
Got it!! I've just finished to complete the 6 prep courses, the 9 core courses and the 3 elective courses to get the Holy Grail certification. I am already hyped about the other certifications that #cfi might be launching soon....
Read more
Brandon J. Casama...
Bank Loan Settlements ...
Big thank you to Tim Vipond for this incredible course. After much hard work, I now possess valuable financial modeling capabilities such as building discounted cash flow models, building dynamically linked 3-statement models, and building multi-year forecasts to project income...
Read more
German Rivera Per...
Corporate Finance Chief
After almost six months of courses, finally I have achieved the #FMVA ( Financial Modeling and Valuation Analyst) Certificate from Corporate Finance Institute® (CFI) . I want to thank Tim Vipond, FMVA® Scott Powell and all people from Corporate Finance...
Read more

Endorsed by the Global Corporate Finance Society

The GCFS board regularly audits the CBCA program to ensure relevancy and industry standards are being met. By regularly examining course curriculum, the GCFS board is able to ensure CFI courses include the latest possible trends.

Tuition Options for the CBCA™ Program

Two Years of Access
Two Years of Access
Your Learning Experience
All 35 CBCA™ courses
CBCA™ Certification
Two Years of Access
Financial Models & Templates Library
Quizzes, Assignments, and Tests
Excel, PPT, and PDF Files
Study at Your Own Pace
Digital Blockchain Verified Certificate
Bonus Materials
Premium Templates
Premium Email Support
Model Review & Feedback
Résumé & Cover Letter Feedback
FREE FinMo Competition Entry
Physical Certificate Printing
CBCA™ Beta Course Access
CFI Program Discounts
Enroll Now
Enroll Now


Can I download the Excel files and financial modeling templates for the course?
How long do I have to complete the courses?
Are CFI courses officially accredited?
Are there any additional fees or costs?
What currency are your courses priced in?
How do I earn my certificates?
Can I email the instructor if I have questions?
Will these courses help me advance my career?
What is the price of the subscription?
What is included in the subscription?
More Questions?

Courses Included

Enroll Now

Get two years of access to over 100 hours of professional Wall Street training material and all future course upgrades.