AFP_004_Financial Modeling & Valuation Analyst (FMVA)

About Course

About the Program:

What is FMVA Certification?

CFI’s Financial Modeling & Valuation Analyst Certification was created for ambitious
financial analysts who want to close the skill gap between formal education and becoming
a world-class financial analyst — one who’s competent, confident, and poised to advance.

Certification Program Overview

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 Objectives

Accounting

Identify key items on the financial statements and describe the interrelationship between all the components
Explain the fundamental accounting principles that underly detailed accounting standards
Identify the key accounting standards commonly encountered by financial analysts and explain the impact on financial statements and financial models

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

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

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

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
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

Presentation & Visuals

Create insightful dashboards and advance 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

Strategy

Differentiate between the different levels of a company’s strategy
Perform an analysis of external forces and internal competencies and assess the impact on a company’s competitive advantage
Generate, evaluate and select optimal strategic alternatives and tie these to a company’s mission, vision, and goals

Target Audience

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.

Outline and curriculum

Accounting Fundamentals (Prep)
Reading Financial Statements (Prep)
Excel Fundamentals – Formulas for Finance
Corporate Finance Fundamentals
Financial Analysis Fundamentals
Accounting Principles and Standards
Math for Corporate Finance
Building a 3-Statement Financial Model
Dashboards & Data Visualization – PowerPoint & Pitchbooks
Budgeting and Forecasting
FP&A Monthly Cash Flow Forecast Model
Comparable Valuation Analysis learning objectives
Comparable Valuation Analysis learning objectives
DCF Valuation Modelling
DCF Valuation Modelling
Operational Modeling

Modality

Face to Face

Duration

60 Credit hours

Instructor Bio

Beltone Academy

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