Profitable Lead Generation


Level 5

Approx 4.50h to complete

100% online and self-paced

Subscribe to get access to CBCA™ and other programs

From $497/year

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Profitable Lead Generation Course Overview

This Profitable Lead Generation course dives into business development and the lead generation process and explores how to source new business. By breaking down the lead generation process, this course shows you how to identify a target market, sell your personal brand, and sell your product to a prospective client.

This course enables client-facing finance professionals like you to find and attract new business through existing networks and by expanding these networks. We teach the skills and tools required to be successful in business development.

Profitable Lead Generation Course Learning Objectives

Upon completing this course, you will be able to:

  • Understand the business development process and where lead generation fits in the process
  • Identify your target market, who you should target, and why it is important to be aware of what your competitors are doing
  • Find where to source new business and understand the importance of growing both your internal and external networks
  • Develop your unique selling proposition and your own personal capability statement
  • Build your social media presence to help gain recognition and build credibility
  • Undertake targeted calling by developing scripts, getting past gatekeepers, and handling objections

Profitable Lead Generation is an Elective Course of CFI's CBCA® Program

CFI's Commercial Banking & Credit Analyst (CBCA)™ Program offers skills including credit evaluation, documentation, and review procedures. From beginners to advanced users, the CBCA® program is designed to help you become a world-class commercial banker or credit analyst.

Who Should Take This CBCA® Course?

This Profitable Lead Generation course is designed for current and aspiring commercial bankers, credit analysts, and other client-facing finance professionals. It is important for anyone in these roles to know how to brand themselves and sell a product. This course provides the tools needed to grow internal and external networks, source new business, and communicate with prospective clients.

What You'll Learn

Mid-Way Check-in

Become a certified Commercial Banking & Credit Analyst (CBCA)™

Profitable Lead Generation is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 36 courses.

Commercial Banking & Credit Analyst (CBCA)™ Certification
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending

Path To Certification

Prep Courses

7 courses from beginner to intermediate level.


Core Courses

16 courses from beginner to intermediate level.


Elective Courses

11 courses in advanced and intermediate levels.


Get Certified

Submit your CBCA™ checklist and order your certificate.

CBCA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.


How the Certification Works

Commercial Banking & Credit Analyst (CBCA)™ courses are offered 100% online, allowing you the flexibility to start the Commercial Banking & Credit Analyst (CBCA)™ program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (18 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CBCA)™ Certification will be emailed to you.

What Our Students Say

Good Course
Very good fundamentals.

Robert Duncan

A great course
A great course on building out a Lead Gen pipeline - lots of examples and practical frameworks - very impressive and good to include within the CBCA program.

Davin Mac Ananey

Profitable lead generation
Business development procedure and where lead generation fits, how to build a target market, where to source new business, how to develope a unique selling proposition and capability statement and how to develop targeted calling and getting past gatekeepers.

fotaw chambeng vivian

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