Program Overview

100% Online; Learn at Your Own Pace
Complete Real-world Case Studies in Excel and PowerPoint
Earn a Minimum Passing Grade of 80% in Each Course Assessment
Average CFI student salary of $121,000
Earn in-demand skills from instructors with 21+ years of experience training
25+ courses, 100s of Excel & PPT templates, and 100+ hours of video training
What you will learn?
Develop industry-leading best practices for layout, design, and structure of financial models
Perform scenario analysis, sensitivity analysis, accretion/dilution analysis, and other advanced modeling practices
Value a company using comparable company analysis, precedent transactions, and discounted cash flow DCF modeling
Create a multi-year forecast to project the income statement, cash flow, and balance sheet into the future
Build models that are well designed, intelligently structured, and easy for other users to work with
Understand how and when to use Enterprise Value and Equity Value multiples for valuation
Compare the pros and cons of different valuation methods, and become proficient in all of them
Develop insightful charts and graphs for PowerPoint presentations
Assess the overall attractiveness of investment opportunities using financial models, scenarios, and multiple types of analysis
Apply advanced forms of financial analysis including ratios, rates of return, risk assessment, credit metrics, debt schedules, cash flow waterfalls and more
Build professional PowerPoint presentations and pitch decks
Impress executives and leadership teams with deep insights and impactful presentations
About this Specialization

CFI’s Financial Modeling and Valuation Analyst (FMVA)® Certification is the bridge between where you are now and where you want to be – from a beginner to an experienced world-class financial analyst with the confidence, and skills to match.

The FMVA program is focused on financial modeling and valuation skills that are required for corporate finance careers such as investment banking, equity research, private equity, and corporate development with real-time industry-related case studies (such as Start-up, E-commerce, Real Estate, Mining & solar energy). You can earn your FMVA™ Certificate in as little as six months, learning from the world’s best instructors, and hitting “peak condition” for career advancement in a fraction of the time.

Graduation Requirements

To be granted the Financial Modeling & Valuation Analyst (FMVA)® credential, students must:

Complete all core and elective courses (13 in total) and demonstrate mastery of the topics through completion of course materials, quizzes, and assessments

Earn a minimum passing grade of 80% in each course assessment and pass the FMVA final exam.

Syllabus

Prep Courses (Optional)

  • Accounting Fundamentals
  • Reading Financial Statements
  • Excel Crash Course
  • Intro to Corporate Finance
  • Math for Corporate Finance
  • Models & Templates Library

Core Courses (10 Required)

  • Financial Analysis Fundamentals
  • Building a 3 Statement Financial Model
  • Business Valuation Modeling
  • Budgeting and Forecasting
  • FP&A Monthly Cash Flow Forecasting
  • Scenario and Sensitivity Analysis
  • Dashboards and Data Visualization
  • PowerPoint and Pitchbooks
  • Advanced Financial Modeling & Valuation
  • Professional Ethics

Elective Courses (3 Required)

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

There are no specific eligibility requirements for candidates who want to pursue the CFI program. All candidates are eligible for registration and participation regardless of their background and level of experience. Despite this, it is understood that certification applicants are in the professional domain of finance or are pursuing an academic qualification in the same area of study. 

Prerequisites (optional)

  • Accounting Fundamentals
  • Reading Financial Statement
  • Fixed income Fundamentals
  • Excel Crash Course
  • Introduction to Corporate Finance
  • Math for Corporate Finance
  • Excel Modeling Fundamentals
Frequently Asked Questions

Yes! You can download and edit the Excel models and templates included in your courses. Please note that the video lectures can be accessed from any device with an internet connection, but cannot be downloaded.

You will have lifetime access to the courses and all future upgrades. You can rewatch the video lessons as many times as you like and complete the courses at a pace that is convenient for you.

We recommend about 120-200 hours to complete the full financial analyst training. The FMVA® program is flexible and allows you to study at your own pace. 6 months is the average completion time.

CFI is also a recognized continuing education provider by the CPA Institutions in Canada and the National Association of State Boards of Accountancy (NASBA) for CPE credits.

No! The program tuition includes everything and there are no additional fees required to earn your digital certification.

Yes, you can pick and choose individual courses based on your needs and earn certificates of course completion.

Students are required to complete an online qualified assessment at the end of each course. You can take the exams at your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that exams can be repeated as many times as you need. Students are also required to complete the FMVA final exam after taking all required courses. You will have 3 hours to take the exam and will need to earn at least 70% to pass the assessment. You can try again after 1 month if you do not pass the first time. After successfully completing the FMVA program requirements (9 required, 3 elective courses, and the FMVA final exam), the FMVA certification will be emailed to you within 3-4 business days.

You need to complete all the video lessons, quizzes and final assessments in each course to earn your certificate. You can retake the assessments as many times as necessary until you reach an 80% passing grade. To earn your FMVA certificate, you need to complete the FMVA program requirements (9 required, 3 elective courses, and FMVA final exam) to earn the program certificate.

While the courses are self-study, you can contact us if you experience any technical difficulties with accessing or downloading your course materials.

Reviews from students who have taken CFI courses and the FMVA® certification program include numerous stories about how people have been able to advance their careers. Our training is designed to be fully practical and simulates the experience of being trained as a professional financial analyst

An Internet connection is required to take this program, including the ability to play audio as courses include voice lectures. Please make sure there are no firewalls set up that block access to certain features of the training.

CFI strongly suggests that students have the following technology in order to successfully complete projects and assignments online:

PC or Mac

  • Familiarity with basic Internet applications (email and web browser)
  • A recent version of Firefox, Chrome, Safari, Microsoft Internet Explorer, or another web browser
  • An updated version of Microsoft Excel (all courses use Excel 2016)