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Financial Modeling & Valuation Analyst (FMVA)®

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Commercial Banking & Credit Analyst (CBCA)®

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Capital Markets & Securities Analyst (CMSA)®

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Business Intelligence & Data Analyst (BIDA)®

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Financial Planning & Wealth Management Professional (FPWM)™

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At a Glance

100 - 200 hours
6 months to complete
Financial modeling, valuation and analysis
Excel skills focus
Starting at $497
60 - 100 hours
4 months to complete
Credit analysis, lending and risk
Documentation skills
Starting at $497
100 - 150 hours
6 months to complete
Asset classes, trading strategies
Capital markets knowledge and trading techniques
Starting at $497
150 - 200 hrs
6 months to complete
Data transformation, modeling, and visualization
Statistical and predictive analysis using code
Starting at $497
60 - 100 hours
4 months to complete
Financial planning, investment management, business development
Economic, financial product, and portfolio management skills
Starting at $497

Skills Learned

  • Financial modeling and valuation techniques, dashboards and data visualization in Excel
  • PitchBook and presentations in PowerPoint
  • Industry-specific financial models and case studies
  • Credit analysis and underwriting, risk assessment, financial modeling, and loan pricing
  • Master the 5 Cs of credit, loan documentation, covenants, and early warning signs
  • Equities, fixed income, foreign exchange, commodities, derivatives
  • Technical analysis, behavior finance, and trading strategies
  • Sourcing data from various sources including SQL databases and CSV files
  • Transforming and automating repetitive data tasks such as combining files
  • Data modelling and data visualization to evaluate performance and trends, using interactive visuals and dashboards
  • Statistical and predictive analysis to model uncertain scenarios
  • Machine learning concepts to constantly improve automated decision-making
  • Master the financial planning process
  • Effective practice management skills
  • Business development strategies and tactics
  • Relationship management and working with HNWs
  • Investment management for even the most complex clients

Career Paths

  • Investment Banking
  • Financial Planning and Analysis (FP&A)
  • Private Equity
  • Corporate Development
  • Equity Research
  • Other areas of Corporate Finance
  • Commercial Loan Officer
  • Credit Analyst
  • Corporate Banking
  • Rating Agencies
  • Real Estate Lending
  • Business Banking
  • Sales and Trading
  • Asset and Portfolio Management
  • Wealth Management
  • Buy-Side and Sell-Side Analysts
  • Treasury
  • Risk Management
  • Business Intelligence Analyst
  • Data Analyst
  • Data Visualization Specialist
  • Quantitative Analyst
  • Data Scientist
  • Financial Planner
  • Investment Advisor
  • Private Banker
  • Portfolio Manager
  • Wealth Manager
  • Relationship Manager

Courses Offered

  • Accounting Fundamentals
  • Reading Financial Statements
  • Excel Fundamentals - Formulas for Finance
  • Corporate Finance Fundamentals
  • Math for Finance Professionals
  • Analyzing Growth Drivers & Business Risks
  • The Role of The FP&A Professional
  • Capital IQ Fundamentals

  • Financial Analysis Fundamentals
  • Introduction to 3-Statement Modeling
  • Introduction to Business Valuation
  • Accounting Principles and Standards
  • Operational Modeling
  • DCF Valuation Modeling
  • Comparable Valuation Analysis
  • 3-Statement Modeling
  • Budgeting and Forecasting
  • FP&A Monthly Cash Flow Forecast Model
  • Scenario & Sensitivity Analysis in Excel
  • Dashboards & Data Visualization
  • PowerPoint & Pitchbooks
  • Professional Ethics

  • Mergers & Acquisitions (M&A) Modeling
  • Startup / e-Commerce Financial Model & Valuation
  • Mining Financial Model & Valuation
  • Real Estate Financial Modeling
  • The Amazon Case Study (New Edition)
  • Leveraged Buyout (LBO) Modeling
  • Renewable Energy - Solar Financial Modeling
  • Corporate & Business Strategy
  • Presentation of Financial Information
  • Advanced Excel Formulas & Functions
  • Excel VBA for Finance
  • Fundamentals of Data Analysis in Excel
  • Power BI Fundamentals
  • Power Pivot Fundamentals
  • Power Query Fundamentals
  • Power BI Financial Statements
  • Modeling Risk with Monte Carlo Simulation
  • Regression Analysis - Fundamentals & Practical Applications
  • ESG Integration & Financial Analysis

  • Careers in Commercial Banking
  • Introduction to Banking
  • Banking Products and Services
  • Accounting Fundamentals
  • Forms of Business Structure
  • Fundamentals of Credit
  • Analyzing Growth Drivers & Business Risks
  • Excel Fundamentals - Formulas for Finance
  • Vertical IQ Fundamentals
  • Pitch Deck Essentials for Lenders
  • Introduction to Agribusiness

  • 5 Cs of Credit
  • Reading Business Financial Information
  • Assessing Drivers of Business Growth
  • Evaluating a Business Plan
  • Assessing Management
  • Cash Flow Cycles and Analysis
  • Financial Analysis for Credit
  • 3-Statement Modeling
  • Loan Security
  • Loan Covenants
  • Credit Administration and Documentation
  • Loan Pricing
  • Account Monitoring and Warning Signs
  • Effective Business Writing
  • Completing a Credit Application
  • Professional Ethics

  • Commercial Mortgages
  • Lending to Complex Structures
  • Retail, Restaurant, & Franchise Lending
  • Equipment Finance
  • Syndicated Lending
  • Construction Finance Fundamentals
  • Commercial Banking - Debt Modeling
  • Real Estate Fundamentals
  • Asset-Based Lending & Alternative Finance
  • Venture Debt
  • Private Banking
  • Lending to Medical Professionals
  • Profitable Lead Generation
  • ESG for Commercial Lenders
  • Problem Loans
  • Converting Leads to Customers - Negotiation & Closing
  • Trade Finance
  • Operational Modeling
  • Corporate & Business Strategy
  • FP&A Monthly Cash Flow Forecast Model
  • Mergers & Acquisitions (M&A) Modeling
  • Securitized Products
  • Origination Fundamentals - Debt Capital Markets Perspective
  • Cash-to-Accrual Accounting
  • Agriculture Lending Fundamentals

  • Woodchucks Ltd. - Owner Occupied Commercial Real Estate
  • RockCrusher Rentals
  • Rocky Mountain Holdings Ltd. - Commercial Mortgage
  • Modeling Taxes for Different Business Structures
  • Widgets Inc. - Adjusting a Business Owner’s Net Worth
  • Boss Brewing Inc. – Connecting Capital Structure & Credit Structure

  • Introduction to Capital Markets
  • Math for Finance Professionals
  • Economics for Capital Markets
  • Foreign Exchange Fundamentals
  • Excel Fundamentals - Formulas for Finance
  • Refinitiv Workspace Fundamentals

  • Fixed Income Fundamentals
  • Equity Markets Fundamentals
  • Derivatives Fundamentals
  • Spot Foreign Exchange
  • Commodities Fundamentals
  • Hedge Fund Fundamentals
  • Portfolio Management Fundamentals
  • Professional Ethics

  • Trading Using Technical Analysis
  • Behavioral Finance
  • Swaps Fundamentals
  • Futures Pricing and Commodity Futures
  • Equity, FX, and Rate Futures
  • Advanced Futures & Forwards
  • Applied Fixed Income
  • Advanced Fixed Income
  • High-Yield Bonds, Subordinated Debt, and Loans
  • Convertible Bonds
  • Short Duration Products
  • Credit Fixed Income
  • Repo (Repurchase Agreements)
  • Securitized Products
  • Prime Services and Securities Lending
  • Origination Fundamentals - Debt Capital Markets Perspective
  • Foreign Exchange - Deliverable Forwards
  • Foreign Exchange - Non-Deliverable Forwards
  • Understanding Options
  • Modeling Risk with Monte Carlo Simulation
  • Syndicated Lending
  • Commercial Mortgages
  • Options Hedging and Trading Strategies
  • Equity Trading Fundamentals (CFI X AmplifyME)
  • Pricing Options and Option Sensitivities

  • Applied Technical Analysis for Equity Markets
  • Deconstructing Options

  • Introduction to Business Intelligence
  • Fundamentals of Data Analysis in Excel
  • Fundamentals of Data Analysis in Excel - Case Study
  • Power Query Fundamentals
  • Power Query Fundamentals Case Study
  • Power BI Fundamentals
  • Intermediate DAX & Time Intelligence
  • Power BI Case Study – CFI Capital Partners
  • Tableau Fundamentals
  • Tableau Fundamentals Case Study
  • SQL Fundamentals
  • SQL Case Study - WOWI Sales Analysis
  • Python Fundamentals
  • Python Fundamentals Case Study
  • Regression Analysis - Fundamentals & Practical Applications

  • Statistics Fundamentals
  • Excel Fundamentals - Formulas for Finance

  • Power Pivot Fundamentals
  • Power BI Financial Statements
  • Advanced Power BI
  • Enterprise Deployment & Governance: Power BI Edition
  • Tableau Trading Dashboard
  • Advanced Tableau - LOD Calculations
  • Advanced Tableau - Data Model

  • Introduction to Financial Planning and Wealth Management: Industry and Careers
  • Banking Products and Services
  • Math for Finance Professionals
  • Assessing Drivers of Business Growth
  • Excel Fundamentals - Formulas for Finance
  • Accounting Fundamentals
  • Reading Financial Statements

  • Financial Planning Principles
  • Asset Classes and Financial Markets
  • Portfolio Management for Retail Clients
  • Economics for Financial Advisors
  • Risk Management and Insurance Planning
  • Effective Communication for Client Facing Advisors
  • Effective Business Writing
  • Behavioral Finance
  • Alternative Investments for Wealth Advisors
  • Networking, Prospecting, & Converting Leads
  • Mastering Client Discovery
  • Professional Ethics

  • Fixed Income Fundamentals
  • Equity Markets Fundamentals
  • Derivatives Fundamentals
  • Spot Foreign Exchange
  • Commodities Fundamentals
  • Understanding Options
  • Private Banking

What Will I Earn Upon Completing the Certification Program?

FMVA Certificate CFI

Financial Modeling & Valuation Analyst (FMVA)® certification

Commercial Banking & Credit Analyst (CBCA)® certification

CFI Certificate CMSA

Capital Markets & Securities Analyst (CMSA)® certification

Business Intelligence & Data Analyst (BIDA)® certification

Financial Planning & Wealth Management Professional (FPWM)™

Get Certified
Corporate Finance Institute
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