Financial Modeling Certifications
The FMI’s financial modeling certifications are internationally recognized credentials 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)
- Master Financial Modeler (MFM)
Each level is recognized as a separate qualification and the designation can be added to your name.
Eg. Mohammad Kasem, AFM
Globally Recognized
Each FMI certification is internationally recognized
Excel Proficiency
Demonstrates financial modeling proficiency by modeling in Excel (Computer Based Test)
Competency
The curriculum ensures that candidates are competent in all areas of financial modeling
Industry Partnerships
Supported via industry partnerships with exams developed by industry-leading experts
Three Levels of the Certification
This exam forms the foundation for subsequent certification levels and focuses on the skills required to design and build integrated financial models.
Earning the Level 2 Chartered Financial Modeler demonstrates an advanced and thorough understanding of Financial Modeling, Financial Analysis and Advanced Excel. Eligible candidates must have completed Level 1 AFM.
The Master Financial Modeler (MFM) is the highest level of accreditation that recognizes the Financial Modeling expertise of professionals who can perform complex forecasting, financial analysis and effectively translate business strategies into an analytical advantage.
Level I : Advanced Financial Modeler (AFM)
The Advanced Financial Modeler (AFM) is the first of three certification levels offered by the FMI. The AFM exam tests a candidate’s technical modeling ability through building an integrated three statement model over the course of four hours. Participants who pass the exam will achieve the Advanced Financial Modeler credential.
Why earn the AFM certification?
Skill Validation
Demonstrate advanced financial modeling proficiency to employers
Personal Development
Invest in certifications that are revered by the industry
Career Flexibility
Obtain a globally relevant skillset that is respected across multiple lines of business
- Exam Date: 24 October 2020 |
- Exam Duration: 4 hours
- Exam Format: Virtual exam |
Our Training Solution to earn the AFM certificate
Training Session
10.5 training hours divided in to three sessions
Weekend batch
Scheduled on Fridays and Saturdays from 2:30 pm to 6:00 pm
Training Format
Choose between Live Online or Classroom sessions
Pre-requisite
- Experience in building financial models
- Or have attended our Three Statement Modeling & Valuation and M&A and LBO Modeling programs
Training Program Agenda
Exam Focused
preparation led by an AFM qualified financial modeling expert
Review
advanced excel tools and functions used in Financial Modeling
Solve
a past exam paper and build a financial model from scratch
Forecast
advanced depreciation, debt repayment and revolver schedules
Build
error checks and fully integrate the three financial statements
Develop
advanced and flexible scenario analysis cases
Receive
exam tips and know how a model is audited
Attempt
a mock paper with feedback and evaluation from Kaplan experts
About the trainer
Rahul Sonthalia, CFA, CMA, AFM
Head - Financial Training
Rahul has more than 13 years of experience in the area of investment banking, equity research, macro-economic research and training. He has been teaching financial modeling and investment banking courses in UK, Singapore, and the MENA region.
He specializes in Financial Analysis, Equity valuation, Financial Modeling and exam prep training. His experience as a practitioner allows him to deliver practical and industry-relevant courses. He has delivered advanced financial modeling related programs for Sovereign wealth funds and banks in the GCC and for large asset management companies in the UK and Singapore.
He was a guest speaker on “Best Practices in Financial Modeling” at Modeloff Global World Financial Modeling championship in London.
