Financial Modeling & Valuation Analyst

Course details

The 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.

The FMVA Certification was designed to fill a gap in the market for financial analysts. The 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.

Learning Outcome

• Apply accounting principles and practices (debits, credits, building financial statements).
• Master the most common financial analysis techniques (ratios, benchmarking, etc.).
• Create financial models from scratch (three statement model, DCF model, M&A model, etc.).
• Perform company valuations (comparable company analysis, precedent transactions, discounted cash flow).
• Organize large amounts of data into an easy-to-understand format and output.

Course Outline

Step 1: Prep Courses

• Accounting FundamentalsReading Financial StatementsExcel Fundamentals - Formulas for FinanceCorporate Finance FundamentalsMath for Corporate FinanceCapital IQ FundamentalsMacabacus Fundamentals

Step 2: Core Courses

• Financial Analysis FundamentalsAccounting Principles and StandardsBuilding a 3 Statement Financial ModelBusiness Valuation Modeling Part IBusiness Valuation Modeling Part IIBudgeting and ForecastingFP&A Monthly Cash Flow Forecast ModelScenario & Sensitivity Analysis in ExcelDashboards & Data VisualizationPowerPoint & PitchbooksProfessional Ethics

Step 3: Elective Courses

• Students are asked to choose 3 out of the 11 courses to complete the FMVA® program.

Who Should Attend?

The FMVA program is an option for anyone that would like to develop and sharpen their technical professional skills, especially as they relate directly to modeling and presentation decks in corporate finance. This program is perfect for any Analyst level position.

Updated on 12 August, 2022