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The World's Financial Modeling Certifications

THE WORLD’S FINANCIAL MODELING CERTIFICATION PROGRAM

The Financial Modeling Certifications are an internationally recognized credential for advanced Microsoft Excel, financial analysis and financial modeling skills.

The FMI offers

Three Levels of Certification,

gradually increasing in difficulty as candidates obtain each subsequent level: 

Advanced Financial Modeler (AFM); 
Chartered Financial Modeler (CFM);
and Master Financial Modeler (MFM).
Each level is recognized as it’s own qualification.

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Sayed Aref

FMVA, Dip IFR, FP&A

Head of Cost Accounting at Methanex Corporations, CFM and FP&A Instructor
Trainer Bio
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Waleed Nabih

CMA

Partner, Business Advisory Services at Mazars Corporate Finance
Trainer Bio
Certifications Benefits
Exam Topics
FMI Certificates Matrix
Course Domains
Download Brochure
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Certifications & Benefits

 

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The Advanced Financial Modeler (AFM)
Break into the career you've always wanted with our Level 1 Advanced Financial Modeling certification. The AFM is the first of three certification levels offered by the FMI. This exam forms the foundation for subsequent certification levels and focuses on the skills required to design and build integrated financial models.
The AFM exam provides participants with a unique opportunity to demonstrate their modeling proficiency through an intensive modeling exam within a controlled environment. Participants who pass the exam will achieve the Advanced Financial Modeler credential.
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Earning the Level 2 Chartered Financial Modeler (CFM)

demonstrates an advanced and thorough understanding of Financial Modeling, Financial Analysis and Advanced Excel. This level builds on the topics covered in the Level 1 exam.

The program can be undertaken after successful completion of Level 1 

 

 

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The highest level

of accreditation achievable and recognizes the Financial Modeling expertise of professionals who can support the increasingly complex forecasting and financial analysis needs of global organizations and effectively translate business strategies into analytical advantage.

The program can be undertaken after successful completion of Level 1 and Level 2.  The “Black Belt” equivalent of financial modeling.

FMI Certifications Matrix

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Level 1
Advanced Financial Modeler (AFM)
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Level 2
Chartered Financial Modeler (CFM)
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Level 3
Master Financial Modeler (MFM)
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Demons-trated Skills 

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Advanced tool kit to build a dynamic 3-statement financial forecast model of a company.

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Expert knowledge of various topics in financial forecast models. This level combines applied technical knowledge with real-world accounting, finance, investment, business and spreadsheet concepts.

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Master-level financial modeling expertise, focused on interpretation and application of sophisticated financial and investment challenges and technical understanding of complex business decision-making skills.

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Topics Covered By Exam

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During this 4-hour exam, candidates will be given a case study of a company and an accompanying Excel file that contains 3 years of historical financial statements.

Candidates will be required to build an interactive financial model of the company, including inter-related:

  • Statement of Profit or Loss (Income Statement)
  • Statement of Cash Flows (Cash Flow Statement)Statement of Financial Position (Balance Sheet)
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During this 4-hour exam, candidates will complete 4 to 6 questions covering a selection from the following list of potential modeling topics:

  • Revenue (allocations, capacity constraints)
  • Costs (tiered pricing, multi-currency, semi-variable costs)
    Working capital (inventory modeling, forecasting A/R and A/P in a monthly model)
  • Depreciation (prevention of over-depreciation, accelerated depreciation)
  • Tax (cascading pools, multi-jurisdiction)
  • Debt (advanced capital structure, multiple pieces of debt, various debt types and covenants, sweeps, repayments, debt sculpting)
  • Equity (convertibles, buybacks, options/warrants, tiered dividends, dilutive instruments)
  • Subsidiaries (NCI, LTI)
  • Automation (summary page)
  • Timing issues (project modeling starts/ends, multiple timing periods in a model)
  • Data management with large data sets Sensitivity analysis
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During this 4-hour exam, candidates will complete and interpret 4 to 6 questions covering a selection from the following master-level modeling topics:

  • Acquisition/divestiture scenarios
  • Refinancing transactions
  • Leveraged buy outs
  • Budget modeling (rolling forward, comparing original budget to revised budget to actuals)
  • Go/no-go project modeling (expansion modeling, new business opportunities)
  • Consolidation/aggregation (roll-up to parent, inter-company consolidations)
  • Circularity (auditing, circuit breaker)
  • Fixing/auditing a broken model
  • Model protections/security
  • Communication of results
    (dashboarding/flags/charting)
  • Monte Carlo Simulation

Course Domains

AFM

CFM

Is FMI Certifications Worth the Effort ?

4 Training Methods That You Can Choose From

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Egypt Live Classes

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Online Training

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Online Training + Bootcamp

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In House

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EDUCATIONAL PARTNER

 
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FMI - Financial Modeling Institute

The FMI was established by The Marquee Group in collaboration with the Financial Modeling World Championships. The Marquee Group is a leading global provider of financial modeling training and consulting. Since 2012, the Financial Modeling World Championships is the world’s largest professional competition for Microsoft Excel, Financial Analysis, Investment Analysis and Financial Modeling with a community of over 10,000 professionals and students. We recognized the skills shortage and the need for a universal, credible, accurate and high quality technical certification program for financial modeling. FMI collaborates with global experts and thought leaders in the field who are committed to promoting best practices, reducing risk and improving standardization in the financial modeling profession. The FMI celebrates financial modelers across the world and our certification exams improve global skills in financial modeling.

 

 

COURSE CALENDAR

OUR AFFILIATIONS

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