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  • Limited seats available
  • 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

  • Students interested in pursuing high-earning finance career paths

  • Investment banking, private equity, FP&A, and corporate development professionals looking to enhance and strengthen their analytical skills

  • Experienced professionals eager to explore and accelerate career transitions

How The CFI FMVA® Bootcamp Works

  • 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.

  • Step Two:

    Make sure to add [email protected] to your contacts so you don’t miss any communications!

  • 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.

  • 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.

  • 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.

  • 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.

  • Step Seven:

    Pass the final FMVA® exam at the end of 16 weeks following a series of live exam prep sessions.

  • Step Eight:

    Celebrate your new designation and expertise at your cohort’s FMVA® Bootcamp graduation party!

What You’ll Learn


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  • Key items on financial statements and the relationships between components
  • Fundamental principles behind detailed accounting standards
  • Accounting standards financial analysts most often encounter and their impact on financial statements and models


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  • Time-saving keyboard shortcuts to boost your productivity
  • Data analysis using data tables, pivot tables, and other common functions
  • Advanced formulas and functions to take your financial models to the next level


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  • Key concepts around capital investments, the capital-raising process, different forms of financing, and optimal capital structure
  • How to assess the profitability, efficiency, returns, and value of a business using financial ratios and analytical tools
  • Statistical measures to assess trends and relationships within sets of data

Financial Modeling

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  • How to build a dynamic, logically designed, well-structured, three-statement financial model
  • Creating multi-year forecasts for income statement, cash flow, and balance sheets
  • Scenario and sensitivity analyses for more robust financial models


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  • The different valuation methodologies and the pros and cons of each one
  • How to perform a valuation analysis using comparable company and precedent transaction methods
  • Calculating the weighted-average cost of capital and constructing a DCF model in Excel

Budgeting & Forecasting

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  • Various techniques to develop a robust financial forecast
  • How to track actual performance against budgeted amounts using variance analysis and other techniques
  • How to analyze the impact of variance analysis on financial statements and use the results to optimize the budgeting process

Presentation & Visuals

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  • Building insightful dashboards and using advanced data visualization techniques to communicate financial analysis results
  • How to create aesthetically pleasing and informative charts, graphs, and tables in Excel
  • Designing impactful presentations that can deliver key messages to a wide variety of audiences


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  • Differentiating between levels of a company’s strategy
  • How to assess a company’s competitive advantage by analyzing the impact of external forces and internal competencies
  • The generation, evaluation, and selection of optimal strategic alternatives and their ties to a company’s mission, vision, and goals

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 1-2

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.

Accounting Fundamentals
Reading Financial Statements
Excel Fundamentals - Formulas for Finance
Live Kickoff Session
Corporate Finance Fundamentals
Math for Finance Professionals
Analyzing Growth Drivers and Business Risks
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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.   

Financial Analysis Fundamentals
Live Curriculum Review Session
Accounting Principles and Standards
Introduction to Three-Statement Modeling
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Weeks 5-6

Learn a proven framework for operational modeling and dive deeper into the three-statement modeling covered the previous week.  

Operational Modeling
Live Curriculum Review Session
Three-Statement Modeling
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Weeks 7-8

Get introduced to business valuation techniques and DCF (discounted cash flow) valuation modeling.

Introduction to Business Valuation
Live Curriculum Review Session
DCF Valuation Modeling
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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.

Comparable Valuation Analysis
Professional Ethics
Live Curriculum Review Session
Presentation of Financial Information
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Weeks 11-12

Gain key skills for dashboard creation and data visualization and learn how to create exceptional presentations with PowerPoint and PitchBook. 

Dashboards and Data Visualization
Live Curriculum Review Session
PowerPoint and PitchBook
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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. 

Scenario and Sensitivity Analysis in Excel
Advanced Excel Formulas and Functions
Live Curriculum Review Session
Budgeting and Forecasting
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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!

FP&A Monthly Cash Flow Forecast Model
Mergers and Acquisitions (M&A) Modeling
Live Exam Preparation Session One
Live Exam Preparation Session Two
Final Exam (Three Hours)
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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.

  • Guided journey: Structured, grouped learning fosters enhanced motivation and progression

  • Peer Community: Collaborate and connect with aspiring and seasoned professionals with shared ambitions

  • 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.

CFI Self-Study

Build new skills and get certified with CFI's entire on-demand learning library.
/ month
USD 497 billed annually

CFI Full-Immersion

Get certified with professional support and complete case studies using real-world finance tools.
/ month
USD 847 billed annually

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

What is included?

Weekly Curriculum Emails 

Throughout the bootcamp, you will receive weekly curriculum emails that provide a detailed outline of the topics to be covered and the learning objectives for the upcoming sessions. These emails are designed to keep you informed and prepared for each stage of the program, ensuring a smooth and structured learning experience.

Two Monthly Live Sessions

The bootcamp features two live sessions per month. During these interactive sessions, you will have the opportunity to engage with experienced instructors and fellow participants. You can ask questions, participate in discussions, and gain valuable insights, enriching your understanding of the course material.

In-Between Asynchronous Support in Community:

As a bootcamp participant, you will have access to a private online community where you can seek support, share ideas, and collaborate with your peers. 

Two Exam Prep Sessions at the End: 

Towards the conclusion of the bootcamp, there will be two exam preparation sessions. These sessions are specifically designed to help you prepare for the FMVA final exam. The exam prep sessions aim to boost your confidence and ensure you are well-prepared to showcase your newly acquired financial modeling skills.

Virtual Graduation Party to Celebrate Your New Designation:

There will be a virtual graduation party to celebrate your new certification! Keep an eye out for surprise goodies and a great time connecting with your cohort. The learning doesn’t stop here, we will share tips on how to continue getting the most out of your CFI membership and suggest learning paths based on your interests.

How can I apply?

Be sure to have an active membership by purchasing one of our plans here. Once you’ve signed up, register for a seat in the FMVA® Bootcamp here. The bootcamp is also open to existing members who do not already hold an FMVA® designation.

What is the duration of bootcamp?

The FMVA® bootcamp is scheduled and operates within a 16-week period. Participants will progress through the program together from the cohort start date to the cohort end date.

How does it work?

The FMVA® courses are delivered online through our learning platform. Participants can access the materials and resources from anywhere with an internet connection.

The bootcamp offers a time-bound and guided learning experience. Participants progress through the program within a 16-week timeframe.

To earn the FMVA® certification, participants need to complete the core courses and pre-selected electives within the specified timeframe.

Successful completion of the required courses is followed by passing the FMVA® final exam, which evaluates learners’ understanding and proficiency in financial modeling and valuation concepts. You can learn more about the FMVA® final exam here.

The FMVA® bootcamp has a set timeline. For instance, if the cohort starts on August 28, participants will be expected to complete the program by December 18.

During this period, learners need to successfully finish the assigned coursework and pass the final exam to achieve FMVA® designation. 

What are the expected commitments or responsibilities?

Participants are expected to dedicate approximately 5-10 hours per week to the bootcamp. This commitment includes time spent studying course materials, completing exercises and qualified assessments, and participating in any live sessions or discussions.

Will the live sessions be recorded?

If you are unable to attend a live session, don’t worry! All live sessions will be recorded and the recordings will be made available to all participants. We will send the recordings to you via email so you can watch them at a later time. This way, you can catch up on any missed content and stay on track with the bootcamp’s progress. However, we recommend attending live sessions whenever possible to fully engage with the instructors and other participants and make the most of the interactive learning experience. Live sessions will be held at 9am PST.

What makes the FMVA® Bootcamp unique?

The FMVA® Bootcamp provides participants with additional guidance and motivation, including a guided curriculum, two live sessions per month, two exam prep sessions, and access to an exclusive community, to complete the FMVA® certification within 16 weeks. This structured and interactive approach ensures that learners stay on track and progress efficiently through the program with the support of our team and their cohort members.

Participants in the bootcamp benefit from a strong sense of community and peer support. Engaging with fellow learners who share the same goals and aspirations can enhance the overall learning experience.

Can I choose other electives besides the ones included in this bootcamp?

The electives included are specially curated for the bootcamp and must be taken as part of it. However, you’re free to take as many electives and courses outside of the bootcamp as you like!

What if I don't finish in time?

If you are unable to complete the bootcamp within the specified duration, we can remove you from the bootcamp program from our end. This allows you to transition back to the regular self-paced FMVA® training. While you continue your membership, you will retain access to the FMVA® course materials. 

Please note that upon removal from the bootcamp, you will lose access to specific bootcamp resources. This includes live sessions, exam prep sessions, and weekly curriculum emails, which are exclusive to the bootcamp participants.

Do I get a special certification for this bootcamp?

Upon successfully completing the FMVA® Bootcamp, you will receive the FMVA® (Financial Modeling and Valuation Analyst) certification. This certification is the same as the one earned by participants who complete the regular self-paced FMVA® program. It represents your proficiency in financial modeling and valuation concepts and is a valuable credential recognized in the world of finance. 

I don’t have time in the next few months. Can I register for the next cohort?

If you wish to rejoin the FMVA® Bootcamp at a later time, you may inquire about upcoming cohorts and availability. The bootcamp may be offered periodically, providing you with another opportunity to participate in the guided learning experience and benefit from the exclusive resources it offers.

What if my membership expires before the end of the cohort?

To ensure continuous access to the FMVA® Bootcamp and its exclusive resources, it is essential to keep your membership active. You can do this by ensuring your billing information is up-to-date so that your membership automatically renews as planned. By maintaining an active membership, you can fully engage with the bootcamp and progress through the curriculum alongside your cohort peers.

Can I apply for scholarship or financial aid?

At this time, we do not offer scholarships for the FMVA® Bootcamp. However, we do provide financial aid options for memberships that you can explore.

Financial aid is a program designed to assist learners who may have financial constraints but are eager to participate in the FMVA® Bootcamp. Through financial aid, eligible individuals will receive a 50% discount on the Self-Study membership plan. Once signed up, you’d be able to register for a seat in the FMVA® bootcamp.

What tools and platforms are required for the bootcamp?

To fully participate in the bootcamp and successfully complete the exercises, students should have access to a computer (PC and/or Mac) and Microsoft Suite (2016 or newer). Additionally, a reliable and stable internet connection is essential to ensure uninterrupted learning.

We kindly ask that you ensure your access to these essential tools and platforms well in advance of the Bootcamp’s start date. This proactive step will help ensure a seamless and enriching experience throughout the program.

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