Financial Modeling & Valuation Analyst (FMVA®)

The CFI Financial Modeling and Valuation Program covers a critical body of knowledge necessary for becoming a world-class financial analyst. The core curriculum for the program includes: Financial Modeling - Develop industry-leading best practices for layout, design and structure of models - Learn how to build a dynamically linked 3-statement model in Excel from scratch - Create a multi-year forecast to project the income statement, cash flow and balance sheet into the future - Use advanced Excel formulas and functions to make models both robust and dynamic - Perform scenario analysis, sensitivity analysis, accretion/dilution analysis and other advanced modeling practices - Learn how to build models that are well designed, intelligently structured, and easy for other users to work with Valuation - Learn how to value a company using comparable company analysis, precedent transactions, and discounted cash flow DCF modeling - Build numerous DCF model from scratch in Excel and learn how to calculate a firm’s weighted average cost of capital - Understand how and when to use Enterprise Value and Equity Value multiples for valuation - Learn about the pros and cons of different valuation methods, and become proficient in all of them -Arrive at a range of values for a business combining multiple methods Financial Analysis - Learn advanced forms of financial analysis including ratios, rates of return, risk assessment, credit metrics, debt schedules, cash flow waterfalls and more - Assess the overall attractiveness of investment opportunities using financial models, scenarios, and multiple types of analysis - Develop insightful and charts and graphs for PowerPoint presentations - Build Excel dashboards and use advanced data visualization techniques - Go beyond the financial model to truly understand the risks and opportunities of an investment opportunity Presentations - Learn to create beautiful charts, graphs and tables in Excel - Build professional PowerPoint presentations and pitch decks - Create insightful dashboards and outputs for presentations - Learn how to use data visualization to get your point across - Impress executives and leadership teams with deep insights and impactful presentations