Close the Knowledge Gap

You don’t need an accountants degree to manage your personal finances but it would help. When we start out on the financial independence path, it can be very daunting. How should expenses be categorised? is my personal home an asset or a liability? how do I create this calculation in Excel?

That was me 5 years ago, I still second-guess myself now. But I have hunted down some great free courses and paid courses that may help you out.

Free Financial Courses

Free Excel Crash Course – Spreadsheet Tutorial for Finance.

This free Excel course is based on real investment banking training programs at global banks. The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course

Free Accounting Fundamentals Course.

This free 2-part accounting fundamentals course will guide you through the accounting process. We explore the layout of the balance sheet, income statement, and cash flow statement. We will demonstrate how to prepare financial statements from scratch.

Free -Reading Financial Statements Course

Learn how to read financial statements. In this 2-part free course, we use a company’s financial statements and annual report to understand the financial strength of a company and help us make informed decisions.

Certified Financial Courses

World-Class Capital Markets Analyst Certification (CMSA)®

24 courses, 50+ hours of video training, and Excel & document templates

( Get 10% Off With Coupon CFIPARTNER10 )

CFI’s Capital Markets & Securities Analyst (CMSA)® Certification Program covers the most critical knowledge and skills required to become a world-class capital markets analyst including equities, fixed income, foreign exchange, commodities, and derivatives.

Commercial Banking & Credit Analyst (CBCA)™

34 courses, 100+ hours of video training, and Excel & document templates

( Get 10% Off With Coupon CFIPARTNER10 )

CFI’s Commercial Banking & Credit Analyst (CBCA)™ Program covers the most critical knowledge and skills required to become a skilled commercial banker or credit analyst, including accounting, business analysis, management assessment, financial analysis, loan security, credit evaluation, and review procedures

Certified Financial Modeling & Valuation Analyst (FMVA)®

28 courses, 100s of Excel & PPT templates, and 100+ hours of video training

( Get 10% Off With Coupon CFIPARTNER10 )

CFI’s Financial Modeling & Valuation Analyst Certification was created for ambitious financial analysts who want to close the skill gap between formal education and becoming a world-class financial analyst — one who’s competent, confident, and poised to advance.

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