Financial Modeling & Valuation Analyst Program Overview

Best for those wanting a self-study program with multiple courses and certifications.

Program Name:

Financial Modeling & Valuation Analyst (FMVA®)

Program Type:

Professional Certification

Eligibility Requirements:

The FMVA program by the Corporate Finance Institute (CFI) is open to everyone, regardless of prior experience. However, it is recommended that candidates have basic knowledge of accounting, finance, and Excel to maximize their learning experience.

Duration:

Typically takes 4-6 months to complete, depending on the learner’s pace. The program has 33 courses and 17 are required to earn your FMVA.

Time Commitment:

Typical time commitment is between 120 and 200 hours.

Cost:

$497 yearly - self-study platform

$847 yearly - full immersion platform

No discount codes available at this time

Certificate Overview:

The FMVA® certification is a globally recognized designation offered by the Corporate Finance Institute. This program equips professionals with advanced financial modeling and valuation skills essential for corporate finance, investment banking, equity research, and FP&A roles. The program combines theory with hands-on practice through Excel-based exercises, case studies, and downloadable templates, ensuring learners gain practical, real-world expertise

Program Curriculum:

The FMVA® program includes over 29 courses, divided into the following categories:

Core Courses:

  • Financial Modeling Fundamentals

  • Building a 3-Statement Model

  • Budgeting and Forecasting

  • Business Valuation Modeling

  • PowerPoint and Pitchbooks

  • and many more courses

Elective Courses:

  • Advanced Excel Formulas & Functions

  • Startup/E-Commerce Financial Modeling

  • Real Estate Financial Modeling

  • and many more courses

Key Features:

  • Earn CPE credits

  • Online community

  • Live office hours

  • 200+ on-demand courses

Strengths:

  • Globally recognized and respected certification

  • Focuses heavily on practical applications of financial modeling and valuation techniques.

  • Affordable pricing compared to many other certifications.

  • Accessible to learners of all experience levels.

  • Lots of elective courses available

Opportunities/Things to Remember:

  • This is not an FP&A program but a modeling program

  • No formal accreditation compared to certifications like CFA

  • Focused more on technical than soft skills

The FP&A Guy’s Thoughts:

The FMVA is a solid program, well recognized at a very affordable price. That being said for the average FP&A professional I would consider other certificates with a closer tie to FP&A first unless your focus is to gain modeling skills. It is not a credentialed program, but it is a great program at a very reasonable price.

If you have questions about this program or any of the other programs, feel free to email me at pbarnhurst@thefpandaguy.com

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FP&A Specialization by CFI

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Financial Planning & Analysis Modeling (CFPAM) by WSP