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FMVA preparation course

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FMVA preparation course

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About Course

CFI’s Financial Modeling & Valuation Analyst (FMVA®) Certification imparts vital financial analysis skills, emphasizing constructing effective financial models for confident business decisions. This comprehensive program ensures mastery in modeling, budgeting, forecasting, and overall competency in accounting and finance.
FMVA® equips you with essential skills and tools for success as a financial professional. The hands-on curriculum and real-world applications prepare individuals for roles in investment banking, private equity, M&A, business valuation, and corporate finance. The flexible online format, designed for busy professionals, facilitates self-paced learning for skill enhancement and career advancement.

What Will You Learn?

  • 1- Accounting
  • Identify key items on the financial statements and describe the interrelationship between all the components
  • Explain the fundamental accounting principles that underlies detailed accounting standards
  • Identify the key accounting standards commonly encountered by financial analysts and explain the impact on financial statements and financial models
  • 2- Excel
  • Utilize the keyboard shortcuts to save time and be more efficient in Excel
  • Conduct data analysis using data tables, pivot tables, and other common functions
  • Use advanced formulas and functions to enhance the functionality of financial models
  • 3- Finance
  • Explain key concepts around capital investments, the capital-raising process, different forms of financing, and the optimal capital structure
  • Assess the profitability, efficiency, returns, and value of a business using common financial ratios and analytical tools
  • Use key statistical measures to assess trends and relationships within sets of data
  • 4- Financial Modeling
  • Build a dynamic, logically designed, well-structured 3-statement financial model
  • Create multi-year forecasts for the income statement, cash flow, and balance sheet
  • Perform scenario and sensitivity analyses to enhance the robustness of the financial model
  • 5- Valuation
  • Identify the different valuation methodologies and discuss the pros and cons of each
  • Perform a valuation analysis using comparable company and precedent transactions analysis
  • Calculate the weighted average cost of capital and construct a DCF model in Excel
  • 5- Budgeting & Forecasting
  • Apply various forecasting techniques to develop a robust financial forecast
  • Track actual performance against budgeted amounts using variance analysis and other techniques
  • Analyze the impact of a variance analysis on the financial statements and use the results to improve the budgeting process
  • 6- Presentation & Visuals
  • Create insightful dashboards and advanced data visualization techniques to communicate the results of financial analysis
  • Create aesthetically pleasing and insightful charts, graphs, and tables in Excel
  • Design impactful presentations to communicate key messages to a wide variety of audiences
  • 7- Strategy
  • Generate, evaluate, and select optimal strategic alternatives and tie these to a company's mission, vision, and goals

Course Content

Step 1. Prep Courses
Choose from 9 optional courses to learn or review the fundamentals.

  • 1- Excel Fundamentals – Quick Start Guide
  • 2- Excel Fundamentals – Formulas for Finance
  • 3- Accounting Fundamentals
  • 4- Reading Financial Statements
  • 5- Corporate Finance Fundamentals
  • 6- Math for Finance Professionals
  • 7- Analyzing Growth Drivers & Business Risks
  • 8- The Role of The FP&A Professional
  • 8- Capital IQ Fundamentals

Core Courses

Elective Courses

Final Exam

Get FMVA Certified
Congratulations! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.