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Overview

Vertical IQ Fundamentals course overview

Vertical IQ is a leading industry intelligence platform. It includes hundreds of industry reports as well as granular economic data from over 3,000 counties and metropolitan areas in the United States. This courseexamines how to navigate the Vertical IQ platform and how to leverage the research, the data, and the customizable resources for a variety of use cases. These include comprehensive call prep, targeted selling strategies, and risk mitigation tools for financial services professionals, particularly business and commercial bankers.

Vertical IQ Fundamentals learning objectives

Upon completing this course, you will be able to:

  • Explain why industry intelligence is so important for the analyst community.
  • Navigate the Vertical IQ platform effectively.
  • Calculate financial ratios in Excel and compare these metrics to industry benchmarks.
  • Prepare more comprehensive due diligence questions.
  • Develop a more robust outreach program for clients and prospects by tapping into Vertical IQ’s sales kit and targeted search functionality.
  • Interpret how local economic data from over 3,000 counties and metros in the US can be leveraged into actionable insight.

Vertical IQ Fundamentals course is a prep course in CFI’s CBCA® program

CFI’s Commercial Banking & Credit Analyst (CBCA)™ Program offers skills including credit structuring, 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 Vertical IQ Fundamentals course is designed for current and aspiring commercial lending professionals, including relationship managers or loan officers, credit analysts, loan brokers, and adjudicators.

Vertical IQ Fundamentals

Subscribe Enroll For Free

Level 2

Approx 1.5h to complete

100% online and self-paced

Subscribe to get access to CBCA and other programs

From $497/year

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

Vertical IQ Fundamentals is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 38 courses.

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

Path to certification

Prep courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

16 courses from beginner to intermediate level.

02 Required

Elective courses

15 courses in advanced and intermediate levels.

03 Required

Get certified

Submit your CBCA™ checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

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 theAll 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.

Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that showsDownloadable Fileswithin the course dashboard.在这里看到的视觉指导如何to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines.Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders.Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification.You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank,please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade.For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into ourfree career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle.You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
所有访问订阅包括所有课程vwin备用网站Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
PleaseEmail usand we'll be happy to answer any of your questions!
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