CFI Self-Study Bundle & CBCA™ Certification

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

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Most Popular CBCA Package

Never expires and gives you full access to 19 courses and certificates. Gain a competitive edge in commercial banking with advanced knowledge, real-world analysis skills, and career confidence.

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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 300,000+ Students working for some of the biggest 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 pre-requisite 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.

Curriculum

Prerequisites (Optional)

CBCA Credit Analyst Certification Badge
Course Course Code Study Hours
Fundamentals of Credit CBCA 102 1-2
Accounting Fundamentals СFI 101 1-2
Forms of Business Structure CBCA 103 1-2
Introduction to Banking CBCA 104 1-2

Core Courses (Required)

Elective Courses (Optional)

CBCA Credit Analyst Certification Badge
Course Course Code Study Hours
Commercial Banking - Debt Modeling CBCA 501 4-5

Tuition Options for the CBCA™ Program

Both CBCA Self-Study and CBCA Full Immersion programs include 19 courses (14 required courses, 3 optional prerequisites and 1 elective). The recommended CBCA program study time is 60-100 hours and the average completion time is 4 months.




CBCA™ Self-Study
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CBCA™ Full Immersion
All 19 Courses
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CBCA™ Certification
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Lifetime Access
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Financial Models & Templates Library
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Quizzes, Assignments, and Tests
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Excel, PPT, and PDF Files
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Study at Your Own Pace
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Digital Blockchain Verified Certificate
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Premium Templates
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Premium Email SupportReceive premium one-on-one email feedback from our qualified financial analysts, for up to 5 CBCA-related questions per week
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Model Review & FeedbackReceive CBCA course-related model feedback from qualified financial analysts once per week
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Résumé & Cover Letter ReviewReceive a comprehensive resume and cover letter review once per month
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One FREE Financial Modeling Competition Entry
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Physical Certificate PrintingIncludes shipping and delivering the certificate to your location anywhere in the world.
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CBCA™ Beta Course AccessAccess soft launch courses before anyone else.
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CFI Program Discounts20% off FMVA® & other programs
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CBCA™ Full Immersion

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All 19 Courses
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CBCA™ Certification
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Lifetime Access
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Financial Models & Templates Library
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Quizzes, Assignments, and Tests
+
Excel, PPT, and PDF Files
+
Study at Your Own Pace
+
Digital Blockchain Verified Certificate
+
Premium Templates
+
Premium Email Support 
+
Model Review & Feedback 
+
Résumé & Cover Letter Review 
+
One FREE Financial Modeling Competition Entry
+
Physical Certificate Printing 
+
CBCA™ Beta Course Access 
+
CFI Program Discounts 
$847

CBCA™ Self-Study

Current Page

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All 19 Courses
+
CBCA™ Certification
+
Lifetime Access
+
Financial Models & Templates Library
+
Quizzes, Assignments, and Tests
+
Excel, PPT, and PDF Files
+
Study at Your Own Pace
+
Digital Blockchain Verified Certificate
-
Premium Templates
-
Premium Email Support 
-
Model Review & Feedback 
-
Résumé & Cover Letter Review 
-
One FREE Financial Modeling Competition Entry
-
Physical Certificate Printing 
-
CBCA™ Beta Course Access 
-
CFI Program Discounts 
$497

Frequently Asked Questions

How long does it take to receive my digital CBCA certification?
Once you have completed the program requirements, please email us at learning@corporatefinanceinstitute.com to request your digital CBCA certificate. CBCA program certificates are processed within 2-3 business days.
Can I download and edit the financial modeling templates?
Yes! You can download and edit the Excel models and templates included in your courses. Please note that the video lectures can be accessed from any device with an internet connection, but cannot be downloaded.
Can I order a physical copy of my CBCA certificate?
Yes, you can order a physical copy of your CBCA certificate by mail. Please click here to submit your request.
How much time do I have to complete the courses?
You will have lifetime access to the courses and all future upgrades. You can rewatch the video lessons as many times as you like and complete the courses at a pace that is convenient for you.
What is the duration of the program?
We recommend about 60-100 hours to complete the full financial analyst training. The CBCA™ program is flexible and allows you to study at your own pace. Please see the "Curriculum" section for recommended study hours for each course. 4 months is the average completion time.
Are there any additional fees or costs?
No! The program tuition includes everything and there are no additional fees required to earn your digital certification.
What currency are your courses priced in?
All of our online courses are priced in USD.
Can I take individual courses instead of completing the whole program?
Yes, you can pick and choose individual courses based on your needs and earn certificates of course completion.
How do the exams work?
Students are required to complete an online qualified assessment at the end of each course. You can take the exams at your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that exams can be repeated as many times as you need. After successfully completing the CBCA™ program requirements (14 required courses), the certification will be emailed to you within 3-4 business days.
How do I earn my certificates?
You need to complete all the video lessons, quizzes and final assessments in each course to earn your certificate. You can retake the assessments as many times as necessary until you reach an 80% passing grade.
Can I email the instructor if I have questions?
While the courses are self-study, you can contact us if you experience any technical difficulties with accessing or downloading your course materials.
Will these courses help me advance my career?
Reviews from students who have taken CFI courses and the CBCA™ certification program include numerous stories about how people have been able to advance their careers. Our training is designed to be fully practical and simulates the experience of being trained as a professional credit analyst.
Do you offer a monthly payment plan?
Yes, we do! For details about the CBCA™ Self-Study payment plan, click here, and for details about the CBCA™ Full Immersion plan, click here.
What payment methods do you accept?
We accept all major credit and debit cards including Visa, MasterCard, and American Express. Our payment processors include Stripe and PayPal. We also accept bank wire transfers if requested by email.
Technical Requirements
An Internet connection is required to take this program, including the ability to play audio as courses include voice lectures. Please make sure there are no firewalls set up that block access to certain features of the training.
CFI strongly suggests that students have the following technology in order to successfully complete projects and assignments online:
  • PC or Mac
  • Familiarity with basic Internet applications (email and web browser)
  • A recent version of Firefox, Chrome, Safari, Microsoft Internet Explorer, or another web browser
  • An updated version of Microsoft Excel (all courses use Excel 2016)
More Questions?
Please Email us and we'll be happy to answer any of your questions!

Courses Included

Completing a Credit Application
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Commercial Banking - Debt Modeling
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Business Writing Fundamentals
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Account Monitoring and Warning Signs
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Credit Administration and Documentation
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Loan Covenants
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Loan Security
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Building a 3 Statement Financial Model
View Course
Financial Analysis Fundamentals
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Cash Flow Cycles and Analysis
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Assessing Management
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Assessing Drivers of Business Growth
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Evaluating a Business Plan
View Course
Reading Business Financial Information
View Course
5 Cs of Credit
View Course
Forms of Business Structure
View Course
Introduction to Banking
View Course
Accounting Fundamentals
View Course
Fundamentals of Credit
View Course

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