Trading on the CFI Multi-Asset Platform (Trader Evolution)

Trading on the CFI Multi-Asset Platform (Trader Evolution)

Course Overview

This course is designed to equip traders with the essential skills to confidently navigate, analyze, and trade on the CFI Multi‑asset platform. Through practical, step‑by‑step instruction, you will learn how to set up your platform, customize your workspace, analyze financial assets, and execute trades effectively.

Instructors

Lismore Burke

Trading Educator & Market Analyst

Lismore Burke is a seasoned trading educator, market analyst, and speaker with over eight years of experience in global financial markets. Having worked extensively with leading CFD brokers, Lismore brings a unique insider’s perspective to the industry. Driven by a passion for financial markets literacy and trader empowerment, he combines deep market insights with a dedication to sharing practical, actionable knowledge.

What You Will Learn

How to download, install, and access the CFI Multi‑asset platform.
How to search for assets and build your own watchlist.
How to control charts and apply technical analysis tools.
How to open trades, place orders, and manage active positions.
How to monitor open trades, profits, losses, and account metrics.
How to create and customize your personal trading workspace.

Introduction to the Course

Welcome to your step-by-step guide to trading on the CFI Multi-Asset Platform. In this course, you'll learn how to download the CFI Multi-asset platform, how to choose financial assets and create your own watchlist, analyse charts, manage trades and positions, and create your own workspace

Module 1: How to Download the CFI Multi-Asset Platform

In this module, you’ll learn how to download and access the CFI Multi‑Asset trading platform directly from the official CFI website. The tutorial guides you through starting the account creation process, entering your required credentials, and understanding how to finalize your account setup. By the end of this video, you’ll know exactly how to complete the secure steps needed to get the platform ready for use

Module 2: How to Choose Financial Assets and Create Your Own Watchlist?

In this module, you’ll learn how to search for and select different financial assets on the CFI Multi‑Asset Platform, including Currencies, commodities,and stocks. The tutorial also shows you how to organize these instruments by creating your own personalized watchlist, helping you track the markets that matter most to you.

Module 3: How to Control the Chart and Use Analysis Tools

In this module, you will learn how to navigate and fully control the charting features on the CFI Multi‑Asset Platform. The video demonstrates how to adjust chart types, switch between timeframes, zoom in and out, and organize your chart layout.

Module 4: How to Open Trades, Set Orders, and Manage Positions

In this module, you will learn the essential steps to execute trades on the CFI Multi‑Asset Platform. The tutorial guides you through opening buy and sell positions, choosing order types, and applying key risk‑management tools such as Stop Loss and Take Profit. You will also learn how to modify, monitor, and close open positions directly from the platform. By the end of this module, you’ll understand how to place trades confidently and manage your positions safely and efficiently.

Module 5: How to Monitor Trades, Profits, and Losses

In this module, you will learn how to track and analyze your open trades, profits, losses, and overall account performance on the CFI Multi‑Asset Platform. The video walks you through the Positions tab, where you can view active trades in real time, including floating P/L, margin usage, and exposure. You will also learn how to review closed trades, check your trading history, and monitor key account metrics such as equity, balance, free margin, and margin level.

Module 6: How to Create Your Own Workspace

In this module, you will learn how to customize and build your own trading workspace on the CFI Multi‑Asset Platform. The tutorial walks you through arranging charts, docking and undocking windows, managing panels, and organizing tools in a way that suits your trading style. You’ll also learn how to save multiple workspace layouts,whether for different asset classes, strategies, or market conditions so you can switch between them effortlessly.

Level

Beginner

Amount

7 Modules

7 Lessons

Duration

60 min

Language

English

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