CFI Alternative: 365 Financial Analyst vs Corporate Finance Institute

Course Content, Features, Pricing: Why 365 Financial Analyst Brings More Value to Novice Finance Students
Corporate Finance Institute (CFI) is an esteemed online platform acknowledged by prominent financial institutions, delivering comprehensive courses in corporate finance, financial modeling, valuation, and related subjects. Their self-paced programs equip finance professionals and students with practical skills. In contrast, 365 Financial Analyst offers various courses and certifications, including financial analysis, accounting, financial modeling, investment banking, corporate finance, and portfolio management. Their curriculum caters to finance professionals, students, and beginners seeking foundational knowledge, showcasing a distinct value proposition compared to CFI's program.

365 Financial Analyst vs CFI: An Overview

365 Financial Analyst is ideal for novice and intermediate learners. The curriculum provides a solid foundation, covering various essential topics, such as financial statement analysis, financial modeling, valuation, corporate finance, accounting, investment banking, etc.

CFI is for finance professionals and students looking to upskill and become accredited. It offers financial education in various topics for diverse experience levels but is more geared toward intermediate and advanced learners.

Premium

$15.33 per month

Billed annually
  • Online On-demand Video
  • Gamifield Platform
  • Comprehensive Portfolio
  • Free Plan
  • Step-by-Step Curriculum
  • Real-World Case Studies
  • Personalized learning dashboard
  • Career tracks
  • Exams
Self-Study

$41.42 per month

Billed annually
  • Online On-demand Video
  • Gamifield Platform
  • Comprehensive Portfolio
  • Free Plan
  • Step-by-Step Curriculum
  • Real-World Case Studies
  • Personalized learning dashboard
  • Career tracks
  • Exams

Course Content: 365 Financial Analyst vs CFI

365 Financial Analyst

The 365 Financial Analyst program offers self-paced courses, which include video lectures, exercises, quizzes, and case studies. It suits learners of all levels, from beginners to advanced professionals. The program offers three career tracks: Financial Analyst, Investment Analyst, and Investment Banker. The career tracks are designed to guide learners through a series of courses to develop the skills and knowledge required for specific career paths in finance. Students can take individual courses to obtain certification in selected topics and complete the full career tracks to get certified in their chosen career path.

The courses cover various topics, including ratio analysis, equity and fixed-income securities, FP&A, valuation, portfolio management, and diverse data analysis and visualization tools like Excel, PowerPoint, Power BI, and Tableau. Тhe 365 Financial Analyst program offers multiple practical exercises, case studies with real-world financial scenarios, quizzes, exams, and a gamified platform to create a motivating and engaging learning experience.

Screenshot from 365 Data Science’s learning platform displaying part of its course content.
Screenshot from CFI’s learning platform displaying part of its course content.

CFI

CFI offers certification programs, individual courses, and specializations, including Business Essentials, Business Intelligence Analyst, Commercial Real Estate Finance, Cryptocurrencies and Digital Assets, Data Analysis in Excel, and Environmental, Social & Governance (ESG). Each includes a set of courses that build on each other and teach skills relevant to a chosen career path.

The CFI training consists of courses, assessments, practice exercises, and case studies with real-world applications. They offer a Practice Lab that provides learners various exercises and simulations to practically apply concepts and techniques learned in the courses. CFI‘s lab also includes video tutorials, sample models, and case studies to enhance learners' skills and apply them to their work or projects.

Both 365 Financial Analyst and Corporate Finance Institute offer comprehensive financial training programs covering financial modeling, valuation, accounting, data analysis, business essentials, etc. And while CFI provides a slightly richer library of courses and specializations, 365 Financial Analyst’s curriculum is more suitable for beginners—a better choice if you’re new to finance.

Key Features

Learning Platform

365 Financial Analyst provides comprehensive and practical financial education. The platform's curriculum equips learners with the skills and knowledge to excel in various roles, such as financial analyst, investment banker, or investment analyst. The 365 Financial Analyst courses are structured, easy to understand, and highly beginner-friendly.

The learning platform includes gamified features that encourage and motivate students—making the learning experience more enjoyable and engaging. Students can earn XPs and collect cards featuring portraits of notable figures in finance. They can also set goals, track their progress on a dashboard, compete with other students to reach the top of the leaderboard, communicate via a newsfeed, and receive rewards and benefits.

CFI provides learners with practical skills and knowledge through its comprehensive curriculum and helpful resources to excel in various financial industry roles. But it doesn’t have 365 Financial Analyst's gamification elements and engaged student community, which creates a sense of responsibility and competition that motivates learners to continue their education without giving up.

Learning Material

365 Financial Analyst's courses include engaging video lessons with supplementary downloadable study materials, exercises, and case studies with real-life applications. In addition, the platform offers the following free downloadable resources you can store on your computer and access offline.

  • Finance data: free Excel files with historical price information related to S&P 500, commodities, and cryptocurrencies.
  • Templates and models: ready-made and easy-to-use financial Excel templates, models, and formula sheets.
  • Infographics: eye-catching graphics that make newcomers’ learning experience and professional development journey more straightforward and enjoyable.
  • Practice exams: free exams to practice and test your skills.
  • Free guides and tutorials: downloadable PDF documents and step-by-step guides on various finance topics.

CFI provides learners with downloadable study material—including PDFs with course notes, Excel files with financial models and templates, PowerPoint presentations, case studies, and quizzes. These resources may vary depending on the course or program and can be accessed from the learner's account and downloaded for offline use.

Practical Case Studies

365 Financial Analyst allows learners to practice with real-world case studies and examples. Students are presented with real financial scenarios and must use the knowledge and skills gained in the lessons. They can also build their own financial models based on actual financial statements. This approach provides students with practical experience and helps them develop their critical thinking and problem-solving skills in a safe and controlled environment.

CFI offers a Practice Lab that allows learners to practice their skills and knowledge. The lab provides access to actual financial models used by analysts and investment bankers, and learners can build their own models and work with different financial statements. It also features a range of resources, including video tutorials, sample models, and case studies to help learners develop their skills. The lab is accessible 24/7 and allows learners to track their progress and performance.

Both platforms provide learners an effective and engaging way to develop the skills needed to succeed in finance.

Exams

Exams are a valuable tool for students to evaluate their comprehension and application of theoretical concepts in a particular section or course. Passing these assessments shows prospective employers that you have the required knowledge and skills to excel in your role.

365 Financial Analyst offers the following three types of exams.

  • Practice exams: These non-mandatory exams allow learners to assess their comprehension of a specific section or topic covered in the course. They enable students to identify areas needing improvement and are helpful tools for exam preparation.
  • Course assessments: aThese (timed) exams comprehensively test your knowledge and understanding of each course topic.
  • Career track exams: These are available only upon completing all course exams within the professional track and after your knowledge has been evaluated from all courses within the career track.

The CFI training includes several exams to evaluate and test learners' understanding of the course material—including optional practice exams, course assessments, certification exams, and learning path exams. The optional practice exams are designed to evaluate a student’s understanding of a particular area or chapter of the course. In contrast, the course assessments are thorough, timed exams that gauge how much knowledge students have acquired on each course topic. Certificate assessments are also the final exams for each course and must be passed to earn a CFI certification.

Both platforms have practice exams to test students’ understanding of the course material and learning path/career track exams to earn certificates. But CFI provides more extensive and challenging exams for its certification programs, which require a passing grade of 80% or higher.

Certificates

Earning a certificate from an online learning platform after completing a course or career track is valuable for finance professionals. Certification affirms that a professional has the required skills and knowledge to perform their job at a high level. It’s a means of proving their expertise and capabilities to employers, clients, and colleagues.

365 Financial Analyst offers certificates recognized by the industry, and acquiring these certificates can increase the likelihood of finding a job in finance. Students can receive course certificates and career track certificates by passing exams with a minimum score of 60%.

CFI offers course certificates, program certificates, and professional designations upon completing specific certification exams. The course certificates are issued upon completing individual courses, while the program certificates are awarded upon completing all courses within a particular program. On the other hand, professional designations require the completion of multiple career tracks and passing the corresponding exams.

365 Financial Analyst and CFI offer certificates of achievement that demonstrate learners’ knowledge and skills to potential employers.

An official accrediting body does not accredit the CFI certification. But CFI has a strong reputation in the finance industry, and many employers and professionals recognize and respect its certificates.

Q&A support

365 Financial Analyst offers exceptional customer service personalized to individual needs. The platform instructors promptly answer questions in the Q&A section, which is helpful for beginners and those seeking professional guidance. CFI provides a help center with FAQs, a chat support feature for real-time assistance, and email support. Additionally, learners can schedule one-on-one sessions with an expert tutor for personalized help.

Student Ratings

365 Financial Analyst and Corporate Finance Institute are well-regarded by students and have positive reviews on Trustpilot. CFI has an overall rating of 4.9/5 stars based on over 600 reviews on the Trustpilot platform, while 365 Financial Analyst has 4.5/5 from 15 reviews.

365 is an established provider of courses in several niches with over 3 million students and a stellar reputation for content satisfaction and learning style.

Pros and Cons

CFI
Pros:
  • Extensive course catalog covering various topics in finance and accounting
  • Real-world case studies and examples of applying theoretical knowledge to practical situations
  • Recognized certification
Cons:
  • No free plan
  • Expensive
365 Financial Analyst
Pros:
  • Structured, engaging, and beginner-friendly training on various finance topics
  • Real-world examples and exercises to apply learned concepts
  • Gamified features to increase engagement
  • Affordable price
Cons:
  • No dedicated mobile app
  • No one-on-one mentorship

Pricing

365 Financial Analyst provides free access to a portion of its course content—allowing students to experience the teaching approach before committing to a paid plan. Students have access to the first lessons of every course and their related resources, including practice exams. This approach allows students to decide about upgrading to a paid plan.

CFI does not offer a free plan but provides some free resources, such as free courses, guides, and articles on its website. They also offer a free trial for their paid courses, allowing users to access limited course materials for a fixed time.

CFI Pricing
  • Self-study: $497/year
  • Full-Immersion: $847/year
365 Financial Analyst Pricing
  • Free subscription: access to the first few lessons of all courses
  • Premium: $36/month or $29/month billed annually

365 Financial Analyst vs CFI: Which One to Choose?

Choosing between 365 Financial Analyst and CFI depends on personal preferences and goals.

365 Financial Analyst may be a better fit for those seeking an engaging learning experience with a strong focus on practical skills. The platform's gamified approach and community of engaged learners can provide a sense of accountability and motivation to stay on track.

On the other hand, CFI may be a better fit for those who prefer a more traditional approach to learning with a focus on theory and professional accreditation. CFI's courses are designed to cover a broad range of topics and provide a comprehensive understanding of finance concepts. Its certification is widely recognized in the industry.

365 Financial Analyst is better for beginners due to its more beginner-friendly approach, individualized support, and emphasis on practical skills. The platform provides a step-by-step curriculum, personalized feedback, and real-world practice to help beginners gain a strong foundation in finance. The free content offered by 365 is an excellent opportunity to try the platform before committing to a paid plan. Overall, 365 is the more affordable finance training provider.