Financial Modeling 

  • 3-statement financial modeling
  • Discounted Cash Flow (DCF)
  • Scenario and sensitivity analysis
  • Monthly cash flow forecasting
  • Accretion/dilution analysis
  • Leveraged Buyout (LBO)
  • Mergers & Acquisitions (M&A)
  • Industry-specific financial modeling


Prerequisites (optional) 

  • Accounting Fundamentals
  • Reading Financial Statement
  • Fixed Income Fundamentals
  • Excel Crash Course
  • Introduction to Corporate Finance
  • Math for Corporate Finance

​Core Courses (required)

  • Financial Analysis Fundamentals
  • Building a 3 Statement Financial Model
  • Business Valuation Modeling
  • Budgeting and Forecasting
  • FP&A Monthly Cash Flow Forecast Model
  • Scenario and Sensitivity Analysis
  • Dashboard and Data Visualization
  • PowerPoint and Pitchbooks
  • Advanced Financial Modeling and
  • Valuation (Amazon Case)


Elective Courses (choose 3)

  • Advanced Excel Formulas
  • Real Estate Financial Modeling
  • Start-up/e-Commerce Financial
  • Model and Valuation
  • Mining Financial Model and Valuation
  • Mergers and Acquisitions (M&A) Modeling
  • Leveraged Buyout LBO Modeling
  • Corporate and Business Strategy
  • Renewable Energy - Solar Financial

​How it Works 

  • ​100% online; learn at your own pace
  • 12 required courses (9 core and 3 electives)
  • Complete real-world case studies in Excel and PowerPoint
  • Earn a minimum passing grade of  80% in each course assessment

Financial Modeling & Valuation Analyst (FMVA) Certification Program

Strategy

  • Strategic analysis process
  • Corporate, business,functional-level strategy 
  • PEST and Porter's 5 forces
  • Competitive advantage
  • Key Performance Indicators (KPIs)
  • SWOT analysis and lifecycle analysis
  • Market segmentation and Porter's generic strategies
  • Balanced scorecard

Presentations & Visuals

  • Dynamic charts and graphs (football field chart, waterfall chart, tornado chart, gravity sort table, gauge chart,bullet charts, sparklines, combo chart)
  • Professional pitch decks
  • Financial dashboards

EXCEL

  • Functions and formulas (XNPV, XIRR,
  • PMT, IPMT, VLOOKUP, CHOOSE, INDEX MATCH MATCH, OFFSET)
  • Auditing tools (tracing precedents/dependents, go to special, conditional formatting)
  • Data validation, data table, goal seek
  • Solver and Macros

Accounting

  • Balance sheet, income statement,
  • cash flow statement
  • Assets, liabilities, shareholders’ equity
  • Financial transactions
  • Prepayments, accrued expenses, unearned revenue
  • Operating cash flow, investing cash flow, financing cash flow
  • Depreciation methods
  • Working capital
  • Property, Plant and Equipment (PP&E) and Capital Expenditures CapEx)
Financial Analyst Program

Course Content

CFl 's Financial Modeling & Valuation Analyst (FMVA)® Certification Program covers the most important skills required to become a world-class 
financial analyst including finance, accounting, Excel, financial modeling, valuation, budgeting, forecasting, presentations, dashboards, and strategy.

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Valuation

  • Comps analysis
  • Precedents analysis
  • Discounted cash flow (DCF) analysis
  • Weighted Average Cost of Capital (WACC)
  • Enterprise value, equity value multiples
  • Free Cash Flow to the Firm (FCFF) and
  • Free Cash Flow to Equity (FCFE)
  • Net Present Value (NPV) and Internal
  • Rate of Return (IRR)
  • Sum-of-the-Parts (SOTP)

965 51 38 38 68 / 60 320 220 

Budgeting & Forecasting

  • Incremental, activity based, value proposition, zero based budgeting
  • Break-even analysis, margin of safety
  • Quantitative forecasting — moving average, simple and multiple linear regression
  • Variance analysis
  • Budgeting tools — goal seek, solver, consolidate, pivot tables

Finance

  • Present value, future value, net present value, terminal value
  • Annuities and perpetuities
  • Capital markets
  • Capital raising process — Initial Public Offering (IPO)
  • Capital structure — debt financing,equity financing
  • Bond pricing, par value, coupon rate,
  • yield to maturity