CFE 201 Corporate Finance
Ready to Register?
Registration Opens: Week of January 5, 2026.
Exam Essentials
2026 Exam Schedule
- March 2026
- July 2026
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 and Excel File
- Workbook with Examples of Excel Functions (Updated September 21, 2025)
Syllabus Updates
- The list of Excel Functions that may be useful on the exam has been updated from what was published earlier, and the list is now included in the case study. – Aug 2025
Books and Study Notes
Supplemental Study Materials
- CFE 201 Relevant Past Exam Materials
- CFE 201 Guided Examples with Solutions
- Past Exam Questions and Solutions
- Study Methods