How It Works Common Career Paths
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Financial Modeling & Valuation Analyst (FMVA)® Certification Program CFI’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. How It Works 100% online; Complete real-world case studies in learn at your own pace Excel and PowerPoint 14 required courses Earn a minimum passing grade of 80% (11 core and 3 electives) in each course assessment Common Career Paths Financial Planning & Analysis 29 total courses (14 required) Investment Banking Recommended study time of 120 - 200 hours Corporate Development 127+ downloadable templates Equity Research Average completion time of 6 months Private Equity & Venture Capital Click to learn more at cfi.to/fmva Financial Modeling & Valuation Analyst (FMVA)® Certification Program All Courses Curriculum Topics Prep Courses (optional) Financial Modeling Accounting Fundamental Strategy (4%) Financial Accounting (5%) 3-statement financial modelin Capital IQ Fundamental Modeling (25%) Discounted Cash Flow (DCF Excel Crash Cours Presentation Scenario and sensitivity analysi Introduction to Corporate & Visuals (8%) Monthly cash flow forecastin Financ Accretion/dilution analysi Macabacus Essential Budgeting & Finance Math for Corporate Financ Forecasting (23%) Leveraged Buyout (LBO Reading Financial Statement (8%) Mergers & Acquisitions (M&A Valuation Excel (17%) Industry-specific financial modelin (10%) Core Courses (required) Excel Accounting Principles and Finance Standard Functions and formulas (XNPV, XIRR, PMT, Budgeting and Forecastin Present value, future value, net present IPMT, VLOOKUP, CHOOSE, INDEX MATCH Building a 3 Statement Financial value, terminal valu MATCH, OFFSET Mode Annuities and perpetuitie Auditing tools (tracing Business Valuation Modeling Capital market precedents/dependents, go to special, Part Capital raising process — Initial Public conditional formatting Business Valuation Modeling Offering (IPO Data validation, data table, goal see Part I Capital structure — debt financing, Solver and Macro Dashboards and Data equity financin Visualizatio Bond pricing, par value, coupon rate, Budgeting & Forecasting Financial Analysis Fundamental yield to maturit FP&A Monthly Cash Flow Incremental, activity based, value Forecastin proposition, zero based budgetin PowerPoint and Pitchbook Break-even analysis, margin of safet Valuation Professional Ethic Quantitative forecasting — moving average, Comps analysis? Scenario & Sensitivity Analysi simple and multiple linear regressio Precedents analysis? Variance analysi Discounted cash flow (DCF) analysi Budgeting tools — goal seek, solver, Electives Courses (choose 3) Weighted Average Cost of Capital consolidate, pivot table Advanced Excel Formula (WACC Corporate and Business Strateg Enterprise value, equity value multiples? Excel VBA for Financ Free Cash Flow to the Firm (FCFF) and Presentations & Visuals Leveraged Buyout LBO Modelin Free Cash Flow to Equity (FCFE Dynamic charts and graphs (football field Mergers and Acquisitions (M&A) Net Present Value (NPV) and Internal chart, waterfall chart, tornado chart, gravity Modelin Rate of Return (IRR sort table, gauge chart, bullet charts, Mining Financial Model and Sum-of-the-Parts (SOTP sparklines, combo chart Valuatio Professional pitch deck Presentation of Financial Informatio Accounting Financial dashboard Real Estate Financial Modelin Balance sheet, income statement, cash Strategy Renewable Energy - Solar flow statemen/ Financial Modelin Assets, liabilities, shareholders’ equit Strategic analysis proces Start-up/e-Commerce Financial Financial transaction Corporate, business, functional-level Mode Prepayments, accrued expenses, strateg The Amazon Case Stud unearned revenu PEST and Porter’s 5 force Operating cash flow, investing cash Competitive advantag Template Library flow, financing cash flo Key Performance Indicators (KPIs Financial Modeling Templates Depreciation method SWOT analysis and lifecycle analysi Working capita Market segmentation and Porter’s generic Property, Plant and Equipment (PP&E) strategie and Capital Expenditures (CapEx) Learn more at cfi.to/fmva Balanced scorecard.