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

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 73% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

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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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The videos, courses, and updates shared are intended purely for informational purposes. They do not constitute marketing, investment advice, or a solicitation to trade. We are not promoting or encouraging any particular investment activity or service. Any course shared involving specific companies, assets, or sectors, should not be construed as offering or endorsing such products or services.

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Maria Sharapova

CFI Financial Group Global Brand Ambassador

Important Disclaimer:

Credit Financier Invest Limited is authorised and regulated by the Financial Conduct Authority (FCA) in the United Kingdom - FRN 828955. Company Registration Number 11634673

For “Professional Clients” the possibility exists that you could sustain a loss in excess of your deposited funds even if a stop loss is used and therefore, you should not speculate with capital that you cannot afford to lose and be aware of trading risks. Credit Financier Invest Limited – CFI UK provides general information that does not take into account your objectives, financial situation or needs. The content of this website must not be interpreted as personal advice. Please ensure that you understand the risks involved and seek independent advice if necessary. We recommend you read our full Risk Disclaimer.

We do not currently offer our investment /ancillary services to residents of certain jurisdictions such as but not only USA, Sudan, Syria, Republic of Korea and Belgium. Credit Financier Invest Limited does not offer advice, recommendation or opinion with respect to buying, selling or holding of CFDs. We do not issue financial and/ or otherwise advice to clients.