Complete six prep courses to learn or review key fundamentals and join your cohort for a live kickoff session. While these prep courses aren’t mandatory, we strongly encourage taking them to get ramped up.
Be the first to know about the next FMVA® Bootcamp cohort
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Join the waitlist
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Limited seats available
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Paid membership required
The Financial Modeling & Valuation Analyst Certification Program
The FMVA® Certification Program teaches practical financial analysis skills crucial to business decision-making. With a focus on real-world application, you’ll learn how to master financial modeling, streamline forecasting and budgeting processes, and maximize key finance and accounting competencies. An FMVA® designation opens the door for countless career paths in corporate finance, investment banking, private equity, M&A, FP&A, business valuation, and more.
Who the FMVA® Designation Is For
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Students interested in pursuing high-earning finance career paths
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Investment banking, private equity, FP&A, and corporate development professionals looking to enhance and strengthen their analytical skills
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Experienced professionals eager to explore and accelerate career transitions
How The CFI FMVA® Bootcamp Works
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Step One:
Register your email to add yourself to the bootcamp waitlist. You’ll need a CFI membership to participate—so if you don’t already have one, sign up below to be first in line for our next cohort. The bootcamp will also be open to existing members who do not already hold an FMVA® designation.
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Step Two:
Make sure to add [email protected] to your contacts so you don’t miss any communications!
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Step Three:
Limited seat availability means acceptance is not guaranteed. Keep an eye out for an email from us in the coming weeks with more information.
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Step Four:
Accept your invitation in your CFI Dashboard to the exclusive CFI member community, where you’ll have a dedicated space to connect with your bootcamp cohort and instructors.
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Step Five:
Mark your calendar for twice-a-month live curriculum review sessions, taking place in North American time zones. If you can’t attend live, don’t worry! Sessions will be recorded so everyone can stay up to speed.
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Step Six:
Complete all mandatory core and elective courses outlined in the FMVA® Bootcamp curriculum, at your own pace, by the end of week 15.
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Step Seven:
Pass the final FMVA® exam at the end of 16 weeks following a series of live exam prep sessions.
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Step Eight:
Celebrate your new designation and expertise at your cohort’s FMVA® Bootcamp graduation party!
Meet Your Expert Instructors
Tim Vipond
Tim is the Chair of the Board of CFI Education with an extensive background in entrepreneurship, financial analysis, and investment banking. Since 2005, Tim has been an active participant in capital markets across a range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3B in value.
Scott Powell
Scott is the Co-Founder and Chief Content Officer of CFI. Over the past 30 years, he’s designed and delivered learning solutions for clients in financial services, particularly in the areas of commercial banking, investment banking, capital markets, and asset management. Scott has worked with organizations like ATB Financial, Bank of America, Merrill Lynch, BCI, Credit Suisse, Coast Capital Savings, HSBC, ING, Intact Insurance, JP Morgan, Royal Bank of Scotland, TD, and more.
Duncan McKeen
Duncan is the Executive Vice President, Financial Modeling at CFI. Since 2014, Duncan has designed courses and taught financial modeling to professionals working in accounting, valuation, investment banking, equity research, and private equity. He has extensive experience providing financial modeling consultation to large corporations and institutions. Prior to teaching, Duncan held senior equity research positions with top banks and brokerages.
Jeff Schmidt
Jeff is the Vice President, Financial Modeling at CFI. Prior to joining CFI, he spent a decade teaching financial modeling to thousands of learners all over the world. Jeff covered approximately 50 companies with a combined market cap of $500B during his career in equity research before transitioning to financial education. He’s also worked in investment banking and restructuring, as well as corporate development leading M&A due diligence and financial planning and analysis.
Schedule & Curriculum
Weeks 3-4
Learn financial analysis fundamentals, accounting principles and standards, get introduced to three-statement modeling, and attend the first live curriculum review session.
Weeks 5-6
Learn a proven framework for operational modeling and dive deeper into the three-statement modeling covered the previous week.
Weeks 7-8
Get introduced to business valuation techniques and DCF (discounted cash flow) valuation modeling.
Weeks 9-10
“Triangulate” the value of a company, asset, or investment through comparable valuation analysis, explore professional ethics, and master the art of financial presentations.
Weeks 11-12
Gain key skills for dashboard creation and data visualization and learn how to create exceptional presentations with PowerPoint and PitchBook.
Weeks 13-14
Use Excel for scenario and sensitivity analysis, learn advanced Excel formulas, and cover the entire budgeting and forecasting process from start to finish.
Weeks 15-16
Finish off your core and elective coursework with FP&A and M&A modeling, get ramped up for your final exam with two live exam prep sessions, then take the exam to officially earn your FMVA® designation!
Virtual Graduation Party!
Join your cohort for The CFI FMVA® Bootcamp graduation party to celebrate your achievements and new designation as a Financial Modeling and Valuation Analyst!
How Learning Is Better When You’re Learning Together
Cohort-based learning isn’t just more fun, it’s also known to be incredibly effective. Working alongside others toward a common achievement creates an atmosphere of camaraderie and healthy competition—with direct interaction and the guided support of instructors along the way.
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Guided journey: Structured, grouped learning fosters enhanced motivation and progression
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Peer Community: Collaborate and connect with aspiring and seasoned professionals with shared ambitions
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Feedback and Improvement: Continuous interaction enables immediate feedback, more effective learning, and quicker improvement
What Our Students Say
I love everything about the training offered by Corporate Finance Institute. The financial modeling training was the best I have received in my entire corporate finance career. I learned how to be good at financial modeling, PowerPoint presentations, budgeting and FP&A. It was a great experience.
Oluwafaka P., Account Manager
Corporate Finance Institute (CFI) has been instrumental in transforming my finance knowledge and skills, empowering me to excel in corporate finance. Through their comprehensive courses, CFI has filled the gaps in my financial expertise and provided me with the necessary tools to navigate complex economic challenges.
Rida A., Strategic Advisor
At first I was sceptical. Then I was intrigued. After 200 hours I was amazed. This course has taught me to create, visualize and present clear, flexible and structured financial models. It teaches you critical hard skills that are necessary to efficiently build financial models from scratch.
Kobe Wastiels
It’s quality learning, which is recognized widely. I put my learning to use every day at work so it has helped me a lot in my career.
Mustafa Mustansir, Equity Analyst
Choose a CFI Membership Plan to Join the FMVA® Bootcamp
A CFI membership is necessary to access the required coursework and receive your FMVA® designation. Sign up for a Self-Study or Full-Immersion membership to be first in line for our next cohort.
Considering Enrolling a Group or Team in the Bootcamp?
Learn about CFI's team training options before signing them up for individual memberships.
Frequently Asked Questions
If you haven’t found your answer from our FAQ, please send us a message.
If you haven’t found your answer from our FAQ, please send us a message.
