Choose from 9 optional courses to learn or review the fundamentals.
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FMVA® certification program
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43 total courses (18 required)
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Self-Paced & 100% Online
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Translated Subtitles
Go From Reviewing Models to Building Them
Many analysts can read a model. The FMVA® program teaches you to evaluate a company’s financial health, build dynamic financial models in Excel, estimate the value of businesses, and clearly present your analysis. FMVA® is designed for professionals and students ...
Many analysts can read a model. The FMVA® program teaches you to evaluate a company’s financial health, build dynamic financial models in Excel, estimate the value of businesses, and clearly present your analysis. FMVA® is designed for professionals and students advancing or entering careers in investment banking, private equity, corporate development, or corporate finance/FP&A at top global and Philippine firms.
What You'll Learn in the FMVA® Program
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Financial Modeling
Competitive finance roles, whether at a Philippine or multinational corporation, shared services center, or investment firm, expect you to build models, not just read them. Financial modeling courses teach you to construct the financial models that analysts, investors, and managers rely on to make informed decisions.
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Build a dynamic, logically structured three-statement model with clear assumptions and outputs that managers can review and trust
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Create multi-year forecasts across the income statement, cash flow, and balance sheet
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Run scenario and sensitivity analyses so you can show what happens to the numbers when conditions change
Accounting
Strong accounting fundamentals are the foundation of every credible financial model and analysis. This section ensures you understand what’s driving the numbers, not just how to report them.
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Read and interpret financial statements with confidence, understanding how each component connects to the others
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Apply the accounting principles that underpin the standards that financial analysts often encounter
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Understand how accounting decisions affect your models and the outputs that follow from them
Valuation
Valuation is among the most in-demand skills across investment banking, private equity, and corporate finance globally and in the Philippines. This section teaches you how to determine a company’s value and defend that view with data.
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Understand the main valuation methodologies, when to use each, and the tradeoffs between them
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Build comparable company and precedent transaction analyses from real data
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Construct a DCF model in Excel and calculate the weighted average cost of capital
Financial Planning & Analysis (FP&A)
FP&A is one of the fastest-growing finance functions at Philippine corporates, MNCs, and the BPO/shared services hubs expanding across Metro Manila and Cebu. This section prepares you to go beyond reporting and become the person who explains what the numbers mean and what to do next.
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Build financial forecasts that support planning cycles and strategic decisions
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Monitor results, identify the key drivers behind changes in revenue, costs, and profitability, and communicate them clearly
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Translate financial data into insights that give management what they need to act
Excel
Excel proficiency is a baseline expectation for finance roles across the Philippines. This section takes you from functional to fast, the level where hiring managers start to take notice.
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Work faster and more accurately using keyboard shortcuts and efficient workflows
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Conduct data analysis using pivot tables, data tables, and the functions finance teams rely on most
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Build advanced formulas and functions that make your models more dynamic and easier to audit
Data Visualization
In the Philippines’ competitive finance job market, the ability to turn complex analysis into clear, decision-ready outputs sets you apart. This section teaches you to present your work so it reaches the right people.
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Build professional dashboards and charts that surface the key drivers instead of overwhelming the reader with data
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Present financial analysis in a format that supports investment and business decisions at every level
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Design reports and presentations that make trends, risks, and valuation insights easy to act on
Qualitative Business Analysis
The strongest models are built on a clear understanding of the business behind the numbers. This section gives you the context to make your models sharper and your recommendations more credible, a skill that matters whether you’re analyzing a Philippine conglomerate, a bank regulated by the Bangko Sentral ng Pilipinas (BSP), or a global MNC.
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Assess industry trends, competitive dynamics, and macroeconomic factors that affect how a business performs
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Bring strategic and operational context into your models so your assumptions are grounded in reality
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Evaluate business risks and opportunities in a way that strengthens both your analysis and your point of view
Prep Courses
Core Courses
Complete 15 required core courses to build your skill set in financial modeling & valuation analyst.
Elective Courses
Choose a minimum of 3 electives (out of 12 available) to master more advanced topics and specialized areas.
Case Study Challenges
These case study challenges allow you to apply your knowledge and skills by solving real-world problems.
Final Exam
After completing the required courses, take the final exam (with a minimum passing grade of 70%) to earn your program certification.
Get FMVA® Certified
Congratulations on becoming a certified Financial Modeling and Valuation Analyst! Upon completion of the program, you will receive a blockchain digital certificate with your new credentials.
As a CFA Charterholder who put a good 900 hours into that designation, I found just as much value in your FMVA® program.
In all honesty, as a CFA Charterholder who put a good 900 hours into that designation, I found just as much value in your FMVA® program. This designation only took me about 60-70 hours to complete. What I like about the approach is that it's very practical for the workplace as opposed to just pure theory. I also appreciate CFI focusing internationally and giving a financial break to those who are struggling to afford it.
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