FMVA® certification program 44 total courses (18 required) Self-Paced & 100% Online Translated Subtitles Get this program and CFI's full training catalog for your organization Manage learning, create custom paths & measure progress For teams of 2 or more learners FMVA® certification program 44 total courses (18 required) Self-Paced & 100% Online Translated Subtitles Get this program and CFI's full training catalog for your organization Manage learning, create custom paths & measure progress For teams of 2 or more learners Why Choose FMVA® Skills & Learning AI Ready Skills Go From Reviewing Models to Building Them Most analysts can read a model. The FMVA teaches you to build three-statement models, run DCF valuations, and stress-test assumptions until the numbers tell a clear story you can defend. That's what FMVA-certified professionals bring to FP&A, investment banking, and ... Most analysts can read a model. The FMVA teaches you to build three-statement models, run DCF valuations, and stress-test assumptions until the numbers tell a clear story you can defend. That's what FMVA-certified professionals bring to FP&A, investment banking, and corporate finance roles. Skills & Learning Objectives in Financial Modeling & Valuation Financial Modeling Financial modeling is the core of most finance roles. Whether you are supporting a planning cycle, evaluating an acquisition, or presenting to leadership, the ability to build a model from scratch, rather than inherit one you do not fully understand, changes how you work and how you are perceived. Build a dynamic, logically structured three-statement model with clear assumptions and outputs managers can review and trust Build a dynamic, logically structured three-statement model with clear assumptions and outputs managers can review and trust Create multi-year forecasts across the income statement, cash flow, and balance sheet Create multi-year forecasts across the income statement, cash flow, and balance sheet Run scenario and sensitivity analyses so you can show what happens to the numbers when conditions change Run scenario and sensitivity analyses so you can show what happens to the numbers when conditions change A strong grasp of accounting is what separates analysts who can read financial statements from those who know exactly what is driving them. This foundation shows up in every model you build and every analysis you present. Read and interpret financial statements with confidence, understanding how each component connects to the others Read and interpret financial statements with confidence, understanding how each component connects to the others Apply the accounting principles that underpin the standards financial analysts encounter most Apply the accounting principles that underpin the standards financial analysts encounter most Understand how accounting decisions affect your models and the outputs that follow from them Understand how accounting decisions affect your models and the outputs that follow from them Valuation is where financial analysis becomes a business decision. Knowing how to determine what a company is worth, and being able to defend that view, is one of the most valued skills in corporate finance, investment banking, and private equity. Understand the main valuation methodologies, when to use each, and the tradeoffs between them Understand the main valuation methodologies, when to use each, and the tradeoffs between them Build comparable company and precedent transaction analyses from real data Build comparable company and precedent transaction analyses from real data Construct a DCF model in Excel and calculate the weighted average cost of capital Construct a DCF model in Excel and calculate the weighted average cost of capital Financial Planning & Analysis (FP&A) FP&A professionals sit at the intersection of finance and business decisions. The skills in this section prepare you to do more than report on numbers. They prepare you to explain what is driving them and what to do next. Build financial forecasts that support planning cycles and strategic decisions Build financial forecasts that support planning cycles and strategic decisions Monitor results, identify the key drivers behind changes in revenue, costs, and profitability, and communicate them clearly Monitor results, identify the key drivers behind changes in revenue, costs, and profitability, and communicate them clearly Translate financial data into insights that give management what they need to act Translate financial data into insights that give management what they need to act Excel is still the primary tool in finance. The difference between an analyst who is slow and one who is trusted with complex work often comes down to how well they use it. Work faster and more accurately using keyboard shortcuts and efficient workflows Work faster and more accurately using keyboard shortcuts and efficient workflows Conduct data analysis using pivot tables, data tables, and the functions finance teams rely on most Conduct data analysis using pivot tables, data tables, and the functions finance teams rely on most Build advanced formulas and functions that make your models more dynamic and easier to audit Build advanced formulas and functions that make your models more dynamic and easier to audit Data Visualization Numbers tell a story. Data visualization is how you make sure the right people can read it. The ability to turn a complex analysis into a clear, well-structured output is what gets your work in front of decision-makers. Build professional dashboards and charts that surface the key drivers instead of overwhelming the reader with data Build professional dashboards and charts that surface the key drivers instead of overwhelming the reader with data Present financial analysis in a format that supports investment and business decisions at every level Present financial analysis in a format that supports investment and business decisions at every level Design reports and presentations that make trends, risks, and valuation insights easy to act on Design reports and presentations that make trends, risks, and valuation insights easy to act on Qualitative Business Analysis The strongest financial models are built on a clear understanding of the business behind the numbers. Qualitative analysis gives you the context to make your models more accurate and your recommendations more credible. Assess industry trends, competitive dynamics, and macroeconomic factors that affect how a business performs Assess industry trends, competitive dynamics, and macroeconomic factors that affect how a business performs Bring strategic and operational context into your models so your assumptions are grounded in reality Bring strategic and operational context into your models so your assumptions are grounded in reality Evaluate business risks and opportunities in a way that strengthens both your analysis and your point of view Evaluate business risks and opportunities in a way that strengthens both your analysis and your point of view Financial Modeling Financial modeling is the core of most finance roles. Whether you are supporting a planning cycle, evaluating an acquisition, or presenting to leadership, the ability to build a model from scratch, rather than inherit one you do not fully understand, changes how you work and how you are perceived. Build a dynamic, logically structured three-statement model with clear assumptions and outputs managers can review and trust Build a dynamic, logically structured three-statement model with clear assumptions and outputs managers can review and trust Create multi-year forecasts across the income statement, cash flow, and balance sheet Create multi-year forecasts across the income statement, cash flow, and balance sheet Run scenario and sensitivity analyses so you can show what happens to the numbers when conditions change Run scenario and sensitivity analyses so you can show what happens to the numbers when conditions change A strong grasp of accounting is what separates analysts who can read financial statements from those who know exactly what is driving them. This foundation shows up in every model you build and every analysis you present. Read and interpret financial statements with confidence, understanding how each component connects to the others Read and interpret financial statements with confidence, understanding how each component connects to the others Apply the accounting principles that underpin the standards financial analysts encounter most Apply the accounting principles that underpin the standards financial analysts encounter most Understand how accounting decisions affect your models and the outputs that follow from them Understand how accounting decisions affect your models and the outputs that follow from them Valuation is where financial analysis becomes a business decision. Knowing how to determine what a company is worth, and being able to defend that view, is one of the most valued skills in corporate finance, investment banking, and private equity. Understand the main valuation methodologies, when to use each, and the tradeoffs between them Understand the main valuation methodologies, when to use each, and the tradeoffs between them Build comparable company and precedent transaction analyses from real data Build comparable company and precedent transaction analyses from real data Construct a DCF model in Excel and calculate the weighted average cost of capital Construct a DCF model in Excel and calculate the weighted average cost of capital

Financial Planning & Analysis (FP&A) FP&A professionals sit at the intersection of finance and business decisions. The skills in this section prepare you to do more than report on numbers. They prepare you to explain what is driving them and what to do next. Build financial forecasts that support planning cycles and strategic decisions Build financial forecasts that support planning cycles and strategic decisions Monitor results, identify the key drivers behind changes in revenue, costs, and profitability, and communicate them clearly Monitor results, identify the key drivers behind changes in revenue, costs, and profitability, and communicate them clearly Translate financial data into insights that give management what they need to act Translate financial data into insights that give management what they need to act Excel is still the primary tool in finance. The difference between an analyst who is slow and one who is trusted with complex work often comes down to how well they use it. Work faster and more accurately using keyboard shortcuts and efficient workflows Work faster and more accurately using keyboard shortcuts and efficient workflows Conduct data analysis using pivot tables, data tables, and the functions finance teams rely on most Conduct data analysis using pivot tables, data tables, and the functions finance teams rely on most Build advanced formulas and functions that make your models more dynamic and easier to audit Build advanced formulas and functions that make your models more dynamic and easier to audit Data Visualization Numbers tell a story. Data visualization is how you make sure the right people can read it. The ability to turn a complex analysis into a clear, well-structured output is what gets your work in front of decision-makers. Build professional dashboards and charts that surface the key drivers instead of overwhelming the reader with data Build professional dashboards and charts that surface the key drivers instead of overwhelming the reader with data Present financial analysis in a format that supports investment and business decisions at every level Present financial analysis in a format that supports investment and business decisions at every level Design reports and presentations that make trends, risks, and valuation insights easy to act on Design reports and presentations that make trends, risks, and valuation insights easy to act on Qualitative Business Analysis The strongest financial models are built on a clear understanding of the business behind the numbers. Qualitative analysis gives you the context to make your models more accurate and your recommendations more credible. Assess industry trends, competitive dynamics, and macroeconomic factors that affect how a business performs Assess industry trends, competitive dynamics, and macroeconomic factors that affect how a business performs Bring strategic and operational context into your models so your assumptions are grounded in reality Bring strategic and operational context into your models so your assumptions are grounded in reality Evaluate business risks and opportunities in a way that strengthens both your analysis and your point of view Evaluate business risks and opportunities in a way that strengthens both your analysis and your point of view Choose from 9 optional courses to learn or review the fundamentals. Complete 15 required core courses to build your skill set in financial modeling & valuation analyst. Elective Courses Choose a minimum of 3 electives (out of 12 available) to master more advanced topics and specialized areas. Case Study Challenges These case study challenges allow you to apply your knowledge and skills by solving real-world problems. After completing the required courses, take the final exam (with a minimum passing grade of 70%) to earn your program certification. Get FMVA® Certified Congratulations on becoming a certified Financial Modeling and Valuation Analyst! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials. * Steps are for individual learners. For customized learning solutions for your team, please visit our CFI for Business page to contact us. “The FMVA® was incredibly valuable during the Goldman Sachs interview process.” I had it open on my second screen while working through the case study, which required building a model and presenting strategic alternatives. When I interviewed at Goldman Sachs, two of the three interviewers were familiar with the FMVA® and spoke highly of it. I felt the program was very comprehensive, I aced all my interviews thanks to the knowledge and skills I gained. I always recommend the FMVA® to colleagues looking to transition into investment banking or corporate finance. AI for Finance, Built by Experts Go beyond theory and use AI in real financial workflows & decisions Enhance analysis, forecasting, and productivity with AI-powered tools Gain in-demand skills through CFI’s AI for Finance Specialization Meet Your Instructors A combined 100+ years of industry experience to help you unlock your potential. Tim Vipond, FMVA Ryan Spendelow, FMVA® Sebastian Taylor Antoine Bishara Careers in Financial Modeling & Valuation Accreditation & Recognition CFI is the #1 ranked finance training provider in perceived quality (In a national provider ranking, CFI placed ahead of CFA, CFP, ACCA, and others). In its Program Recognition efforts, CFI aims to create value for its certification holders, spread awareness of the FMVA program, and increase global recognition of our designations. National Association of State Boards of Accountancy The London Institute of Banking & Finance Higher Learning Commission (HLC) As a CFA Charterholder who put a good 900 hours into that designation, I found just as much value in your FMVA® program. In all honesty, as a CFA Charterholder who put a good 900 hours into that designation, I found just as much value in your FMVA® program. This designation only took me about 60-70 hours to complete. What I like about the approach is that it's very practical for the workplace as opposed to just pure theory. I also appreciate CFI focusing internationally and giving a financial break to those who are struggling to afford it. 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