Compare Certifications

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

Average completion time of 6 months

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

Skills Learned

Financial modeling and valuation techniques, dashboards and data visualization in Excel
Pitchbooks 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 & 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

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 & Trading
Asset & 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

Courses Offered

Prep Courses

Accounting Fundamentals
Reading Financial Statements
Excel Crash Course
Introduction to Corporate Finance
Math for Corporate Finance
Capital IQ Fundamentals
Financial Modeling Templates Library

Core Courses

Accounting Principles and Standards
Financial Analysis Fundamentals
Building a 3 Statement Financial Model
Business Valuation Modeling Part I
Business Valuation Modeling Part II
Budgeting and Forecasting
FP&A Monthly Cash Flow Forecast Model
Scenario & Sensitivity Analysis in Excel
Dashboards & Data Visualization
PowerPoint & Pitchbooks
Professional Ethics

Elective Courses

The Amazon Case Study
Advanced Excel Formulas
Real Estate Financial Modeling
Startup/e-Commerce Financial Model & Valuation
Mining Financial Model & Valuation
Mergers & Acquisitions (M&A) Modeling
Leveraged Buyout LBO Modeling
Corporate & Business Strategy
Renewable Energy – Solar Financial Modeling
Excel VBA for Finance

Prep Courses

Fundamentals of Credit
Accounting Fundamentals
Forms of Business Structure
Introduction to Banking
Banking Products

Core Courses

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

Elective Courses

Commercial Banking – Debt Modeling
Real Estate Fundamentals
How to Read a Commercial Real Estate Appraisal
Environmental Due Diligence for Credit
Construction Finance Fundamentals
Loan Pricing
Syndicated Lending
Equipment Finance
Structuring a Construction Loan
Construction Loan-in-Process

Prep Courses

Math Fundamentals for Capital Markets
Economics for Capital Markets
Bloomberg Essentials

Core Courses

Introduction to Equity Markets
Fixed Income Fundamentals
Introduction to Foreign Exchange
Introduction to Commodities
Introduction to Derivatives
Professional Ethics

Elective Courses

Intermediate Options – Trading Strategies
Intermediate Swaps
Intermediate Futures & Forwards
Intermediate Fixed Income
Trading Using Technical Analysis
Convertible Bonds
High-Yield Bonds, Subordinated Debt and Loans
Short Duration Products
Behavioral Finance
Introduction to Hedge Funds
Credit Fixed Income

Core Courses

Introduction to Business Intelligence
Data Science Fundamentals
Statistics Fundamentals
Professional Ethics

Elective Courses

Python Fundamentals
SQL Fundamentals
Tableau Fundamentals
Power BI Fundamentals
Power Pivot Fundamentals
Power Query Fundamentals
Excel VBA for Finance

What will I earn upon completing the entire program?

Financial Modeling & Valuation Analyst (FMVA)® certification

Certified Banking & Credit Analyst (CBCA)™ certification

Capital Markets & Securities Analyst (CMSA)® certification

Business Intelligence & Data Analyst (BIDA)™

Learn More

Compare Certifications