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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)® Program

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Business Intelligence & Data Analyst (BIDA)™

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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

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

  • Accounting Fundamentals
  • Reading Financial Statements
  • Excel Fundamentals - Formulas for Finance
  • Corporate Finance Fundamentals
  • Math for Corporate Finance
  • Capital IQ Fundamentals
  • Macabacus Fundamentals

  • Financial Analysis Fundamentals
  • 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
  • Power BI Fundamentals
  • Power Pivot Fundamentals
  • Power Query Fundamentals
  • Case Study - Financial Statements in Power BI
  • Modeling Risk with Monte Carlo Simulation
  • Regression Analysis - Fundamentals & Practical Applications
  • ESG Integration & Financial Analysis

  • Financial Modeling Template Library

  • 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

  • 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
  • Business Writing Fundamentals
  • 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 Part 1
  • Origination Fundamentals - Debt Capital Markets Perspective

  • 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

  • Introduction to Capital Markets
  • Math Fundamentals for Capital Markets
  • 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 Part 1
  • 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

  • Applied Technical Analysis for Equity Markets

  • Introduction to Business Intelligence
  • Data Science & Machine Learning Fundamentals
  • Statistics Fundamentals
  • Excel Fundamentals - Formulas for Finance

  • Power Query Fundamentals
  • Power BI Fundamentals
  • Power Pivot Fundamentals
  • SQL Fundamentals
  • Tableau Fundamentals
  • Dashboards & Data Visualization
  • Case Study - Financial Statements in Power BI
  • Case Study - Trading Dashboard in Tableau
  • Python Fundamentals
  • Regression Analysis - Fundamentals & Practical Applications
  • Classification - Fundamentals & Practical Applications
  • Modeling Risk with Monte Carlo Simulation
  • Loan Default Prediction with Machine Learning
  • Professional Ethics

  • Advanced Power BI
  • Advanced Tableau - LOD Calculations
  • Excel VBA for Finance
  • Bayesian Thinking
  • Advanced Tableau - Data Model
  • Enterprise Deployment & Governance: Power BI Edition
  • Advanced Excel Formulas & Functions
  • R Fundamentals
  • Graph Database Fundamentals

What will I earn upon completing the entire program?

Financial Modeling & Valuation Analyst (FMVA)® certification

Commercial Banking & Credit Analyst (CBCA)™ certification

Capital Markets & Securities Analyst (CMSA)® certification

Business Intelligence & Data Analyst (BIDA)™

Get Certified
Corporate Finance Institute
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