CFE 201 Corporate Finance
The Corporate Finance course is the second part of the two-course sequence in the Corporate Finance and ERM practice area.
Course Learning Objectives
Upon successful completion of CFE 201 Corporate Finance, you will understand the following learning objectives:
- How an organization optimizes its corporate finance decisions based on its business objectives;
- How to gauge an organization’s performance through an evaluation of its financial reports;
- How managerial accounting and operational processes impact an organization’s performance evaluation and decision making; and
- The appropriate application of evolving quantitative methods and technologies that help to manage the business.
How Should I Study?
As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for CFE 201 Corporate Finance, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2025/Mar 2026/Jul 2026
- Course Strategy Guide – Nov 2025/Mar 2026/Jul 2026
- Introductory Study Note – Nov 2025
- Case Study (Available July 2025)
- List of Excel Functions that may be useful on the exams
- Workbook with Examples of Excel Functions
Syllabus Updates
- Any updates to the current syllabus will be posted here
Books and Study Notes
Supplemental Study Materials
- CFE 201 Relevant Past Exam Questions and Solutions (Available July 2025)
- CFE 201 Guided Examples with Solutions (Available July 2025)
- Past Exam Questions and Solutions
- Study Methods