At Your Desk


World Class Education Comes to Your Desktop

CFA Webinars and Fundamentals make use of the latest technology to bring out the key advantage of distance learning, giving you access to some of the most experienced and successful professionals in the industry.

CFAopedia - Glossary

The CFA Glossary project is a currently being created by CFA YoPros! to contribute something that will help everyone.

Please join in, and add a little of what you have learned.

CFA Webinars


CFA Webinars bring the industry's top professionals to your desktop. Instructors share the insights and wisdom they have gained throughout their careers, giving you a deeper and broader understanding of all aspects of the industry.

To learn about upcoming webinars or other education programs, click here.



CFA Fundamentals Programs

"CFA Fundamentals has been one of the best investments we have ever made as a company.

Since completing the program our associates are more engaged, inquisitive, and feel much more like a member of the team.  I would strongly recommend CFA Fundamentals for any organization."

    - Patrick Trammell, President, Southeastern Commercial Finance, LLC


CFA Fundamentals Distance Learning Programs take maximizing performance and cost-effectiveness to a whole other level. Attendance is convenient because you don't have to leave your desk, yet you have access to the industry's top professionals as well as quality learning materials.

CFA Fundamentals consists of a two-step learning process

  • A 30-minute e-learning module available 24/7 through CFA's web portal where participants can gain knowledge on their own time.
  • A 90-minute virtual workshop led by a live instructor where participants build skills by applying that knowledge, participating in discussions, break-out sessions and case studies.

  • CFA offers three Fundamentals programs. Click on the links below to learn more.

    Operations Fundamentals

    Factoring Fundamentals

    Underwriting Fundamentals


    What is included in an Operations, Factoring, or Underwriting series?

    Each of the series comprises six virtual workshops, which provide the "Essentials" for a specific subject. With each virtual workshop, we provide a 30 minute e-learning module containing the lecture material for you to study on your own time. This will prepare you to participate in the 90-minute virtual workshop, during which there will be live discussion, group work on case studies and opportunities for questions.