Financial Modeling Certification

Benefits of the FMVA® Financial Modeling Certificate

The financial modeling certification from the Corporate Finance Institute® (CFI) will set you apart in a competitive job market and help you stand out among employers!

CFI is a global education provider that offers in-demand financial modeling and valuation training and certification. The Financial Modeling & Valuation Analyst (FMVA) certification program is suitable for professionals of all industries and levels of experience is designed to teach you in-demand industry skills from the bottom up!

A professional certification on your resume gives you recognition for your academic achievements and demonstrates a commitment to ongoing professional development!

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How Do I Earn the Financial Modeling Certification?

To earn the financial modeling certification from the FMVA Program, students must successfully complete the following requirements:

Enroll in the Financial Modeling & Valuation Analyst (FMVA)® program
Successfully complete 9 required and 3 elective courses
Complete all the video-based chapters
Complete all the course exercises and quizzes
Earn a minimum passing grade of 80% on each course assessment

Your digital copy of the financial modeling certificate will be emailed to you within 24-48 hours. You can use the verified link to share the certificate on your LinkedIn profile and your employers.

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Body of Knowledge

The CFI Body of Knowledge represents the main topics, skills, and abilities required to successfully complete the program. The CFI Program is designed to instill the practical skills required to perform world-class financial analysis.

I. Accounting

Constructing a balance sheet and income statement
Constructing a cash flow statement
Understanding the balance sheet
Understanding the income statement and cash flow

II. Budgeting, Forecasting, FP&A

Budgeting Within a Strategic Framework
Building a Robust Budgeting Process
A Practical Guide to Developing Budgets
Forecasting Techniques
Tracking Budget Performance with Variance Analysis
Applied Budgeting Tools and Techniques in Excel
Financial Modeling Best Practices
Modeling Cash Flows
Building Your Financial Model in Excel
Enhancing Your Model

III. Excel

Excel layout
Excel settings
Basic financial analysis setup
Advanced financial analysis setup
Functions and formulas
Excel tips and tricks
Better formulas
Catering for uncertainty
Auditing a model
Excel template setup
Financial statements
Financial analysis
Macros
Introduction to VBA for financial modeling in Excel
Design, build and run VBA sub procedures
Create customized Excel functions
Branching, looping and procedure code

IV. Finance

Fixed income products and markets
Pricing fixed income securities and duration
Overview of Corporate Finance
Business valuation
Mergers & Acquisitions
Debt financing
Equity financing
Corporate finance careers
Decision making biases and errors
Information processing errors
How decisions are impacted by others

V. Financial Analysis

Vertical and horizontal income statement analysis
Balance sheet and leverage ratios
Cash flow statements and ratios
Rates of return and profitability analysis

VI. Financial Modeling

Financial Modeling
A structured approach to financial modeling
Forecasting income statement and balance sheet items
Debt and financing schedules
Building a free cash flow forecast
Scenario analysis
Sensitivity analysis
Cap Rates and Net Operating Income (NOI)
Land Loans and Construction Loans
Real Estate Development Financial Model
Joint Ventures & Cash Flow Waterfalls
eCommerce Financial Model
Customer Metrics
DCF Valuation Modeling
Introduction to the Mining Industry
Valuation Metrics
Mining Financial Model
M&A Model Structure
Acquirer & Target Models
Transaction Assumptions
Closing Balance Sheet
Pro Forma Financial Model
Accretion & Dilution

VII. Math

Discounted Cash Flow (DCF)
Bond pricing and yields
Key statistical skills
Covariance, correlation and regression

VIII. Presentation

Data Visualization Overview
Visuals
Focus attention
Storytelling
Dashboards
Charts, Tables and Graphs

IX. Valuation

Introduction
Equity Value vs. Enterprise Value
Valuation Multiples
Comparable Company Analysis (Comps)
Precedent M&A Transactions (Precedents)
Discounted Cash Flow (DCF) Analysis
Weighted Average Cost of Capital (WACC)
Presentation of Results

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Practical Training to Close the Skill Gap

The Financial Modeling & Valuation Analyst (FMVA) program is designed to provide you with the most practical skills, tools, and training to master financial modeling, company valuation, discounted cash flow analysis, merger models, sensitivity analysis, accounting fundamentals, financial statement analysis, and much more.

Upon completion of the training, you will earn your financial modeling certification and gain job-based skills required for a successful career in corporate finance, investment banking, corporate development, treasury, financial planning and analysis (FP&A), or accounting.

Are FMVA Certificates Verified?

We can verify certificates upon your request. Examples of verification requirement include confirming your certification or CPE credits (see CFI’s NASBA profile) for a reference check for a new job. Simply contact us to let us know who you would like your certificate verified with. Our mission is to help you advance your career, and proving your skill level to an employer is an essential part of being hired or moving up the ladder.

CFI is an approved provider of continuing education with the CPA Institutes and the National Association of State Boards of Accountancy (NASBA). Click here for more information about CPE credits.

Why Hire Someone with the FMVA Financial Modeling Certification?

There are many reasons that employers hire professionals with CFI Certifications.

CFI has a unique focus on practical learning. We bridge the gap between academic theories and professional careers with practical, in-demand industry training.

The CFI is one of only a few financial modeling focused online certifications taught by industry leading training professionals, which ensures best-practices. Our program was designed by professional Wall Street training firms and modeled after bank training programs.

A financial modeling certification from CFI makes you stand out from the competition and proves that your expertise and skills are current and up to date!

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Have more questions?

Explore the Financial Modeling & Valuation Analyst (FMVA)® certification page to learn about the program curriculum, learning objectives, tuition, and method of training.