FMVA® – Financial Modeling & Valuation Analyst

Master Excel-Based Financial Modeling and Corporate Valuation with CFI

CFI Certified Original CFI Materials Excel Modeling Online & In-Person

What is the FMVA® Certification?

The Financial Modeling & Valuation Analyst (FMVA®) certification is offered by the Corporate Finance Institute (CFI), a leading provider of online financial modeling and valuation courses. The FMVA® is designed for finance professionals who want to master Excel-based financial modeling, valuation techniques, and corporate finance skills.

The FMVA® credential demonstrates your competency in building sophisticated financial models, performing company valuations, and analyzing investment opportunities. It is highly valued by employers in investment banking, private equity, corporate finance, financial planning & analysis (FP&A), and equity research.

Excel-Based Financial Modeling Excellence

The FMVA® program is 100% focused on practical, hands-on Excel modeling skills. You'll learn to build three-statement models (Income Statement, Balance Sheet, Cash Flow Statement), DCF models, M&A models, LBO models, and more – using real-world case studies and templates.

Core Skills You'll Master

Advanced Excel & Financial Modeling

Master Excel formulas, functions, shortcuts, and best practices. Build dynamic three-statement models linked from assumptions through to financial statements.

Discounted Cash Flow (DCF) Analysis

Learn to build DCF valuation models from scratch, forecast free cash flows, calculate WACC, and determine enterprise and equity values.

M&A and LBO Modeling

Model merger and acquisition scenarios, including accretion/dilution analysis, purchase price allocation, and leveraged buyout (LBO) structures.

Financial Statement Analysis

Analyze company performance using ratio analysis, trend analysis, and comparative analysis across industries and competitors.

Valuation Techniques

Apply multiple valuation methods: DCF, comparable company analysis, precedent transactions, and asset-based valuation.

Scenario & Sensitivity Analysis

Build flexible models that allow for scenario planning, sensitivity tables, and stress testing to support strategic decision-making.

FMVA® Comprehensive Curriculum

CFI-aligned training covering all core financial modeling and valuation topics

Module 1

Excel Fundamentals & Best Practices

  • Excel formulas, functions, and shortcuts
  • Data validation, conditional formatting
  • Lookup functions (VLOOKUP, INDEX/MATCH, XLOOKUP)
  • PivotTables and data analysis tools
  • Financial modeling best practices and standards
Module 2

Three-Statement Financial Modeling

  • Building integrated financial statement models
  • Income Statement forecasting
  • Balance Sheet modeling and circular references
  • Cash Flow Statement construction
  • Working capital schedules
Module 3

DCF Valuation Modeling

  • Discounted Cash Flow (DCF) theory and application
  • Free Cash Flow to Firm (FCFF) calculation
  • Weighted Average Cost of Capital (WACC)
  • Terminal value calculation (Perpetuity Growth & Exit Multiple)
  • Enterprise value to equity value bridge
Module 4

Comparable Company Analysis

  • Selecting comparable companies
  • Trading multiples (P/E, EV/EBITDA, EV/Sales)
  • Football field valuation charts
  • Adjustments for comparability
  • Precedent transaction analysis
Module 5

M&A and Merger Models

  • Merger consequences analysis
  • Accretion/dilution analysis
  • Purchase price allocation (PPA)
  • Synergies and integration modeling
  • Pro forma financial statements
Module 6

Leveraged Buyout (LBO) Modeling

  • LBO transaction structure
  • Sources and uses of funds
  • Debt schedule modeling
  • Internal Rate of Return (IRR) calculations
  • Exit scenarios and returns analysis
Module 7

Budgeting & Forecasting

  • Operating budgets and variance analysis
  • Rolling forecasts
  • Driver-based forecasting
  • Scenario planning and sensitivity analysis
  • Capital budgeting (NPV, IRR, Payback Period)
Module 8

Advanced Topics & Real-World Applications

  • Financial statement analysis & ratios
  • Credit analysis and debt modeling
  • Industry-specific modeling considerations
  • Dashboard creation and data visualization
  • Model auditing and error checking

Why Choose RT Community College for FMVA® Training?

CFI-aligned curriculum with original materials and expert Excel instruction

Official CFI Materials & Certification

We use original CFI training materials, templates, and case studies, ensuring you learn using industry-standard resources and receive the official FMVA® credential upon completion.

Expert Instruction by Roberto Kamel

Learn from Roberto Kamel, MBA, CFM, CIA, CMA, IFRS, FMVA® – a CFO and Financial Controller with 25+ years of hands-on financial modeling, valuation, and FP&A experience.

Practical, Hands-On Learning

Every session includes live Excel modeling demonstrations and practice exercises. You'll build complete financial models from scratch, not just watch videos.

Real-World Case Studies

Work on actual company financials and real deal scenarios from investment banking, private equity, and corporate finance environments.

Online E-Learning Platform

Access our specialized e-learning platform 24/7 with recorded modeling sessions, Excel templates, practice models, and supplementary materials.

Downloadable Excel Templates

Receive a complete library of professional Excel templates: DCF models, LBO models, M&A models, and more – ready to use in your career immediately.

Our FMVA® Training Approach

1. Live Excel Modeling Sessions

Every class includes live screen-sharing where Roberto Kamel builds models step-by-step. You'll follow along, building the same models on your computer in real-time.

2. Template-Driven Learning

Start with professional templates and modify them to understand structure, then build models from scratch to cement your understanding.

3. Concepts + Application

We don't just teach Excel formulas – we explain the financial theory behind every calculation, so you understand what the model is doing and why.

4. Capstone Project

Complete a comprehensive valuation project using a real company. You'll:

  • Research and analyze a public company
  • Build a three-statement model
  • Create a DCF valuation
  • Perform comparable company analysis
  • Present your investment recommendation

5. AI-Enhanced Modeling

Learn to leverage AI tools to:

  • Automate data collection and cleaning
  • Generate financial forecasts
  • Audit and debug complex models
Roberto Kamel Teaching FMVA Program

Roberto Kamel, MBA, CFM, CIA, CMA, IFRS, FMVA®

CFO and Financial Controller | 25+ Years Experience

Financial Modeling & Valuation Expert

Career Benefits of FMVA® Certification

Investment Banking

Excel modeling skills are the foundation of investment banking. FMVA® prepares you for analyst and associate roles.

Corporate FP&A

Build budgets, forecasts, and financial reports that drive strategic decision-making in corporations.

Private Equity & VC

Master LBO modeling and valuation techniques essential for private equity and venture capital careers.

Equity Research

Analyze companies and make investment recommendations with sophisticated valuation models.

Corporate Development

Lead M&A analysis, evaluate acquisition targets, and model strategic transactions.

Consulting

Provide high-value financial modeling services to consulting clients across industries.

Who Should Enroll in Our FMVA® Program?

Finance Graduates

Recent graduates seeking to build practical Excel modeling skills before entering the job market

Corporate Finance Professionals

Finance managers, controllers, and FP&A analysts looking to enhance their modeling capabilities

Aspiring Investment Bankers

Candidates preparing for investment banking analyst and associate positions

Financial Analysts

Equity research analysts and portfolio managers enhancing their valuation skills

Consultants & Advisors

Business consultants and financial advisors building client-facing financial models

Career Changers

Professionals transitioning into finance from other fields

Become a Certified Financial Modeling & Valuation Analyst

Join RT Community College Group's CFI-aligned FMVA® training program and master Excel-based financial modeling and corporate valuation.

Official CFI Materials Hands-On Excel Modeling 25+ Years Expert Instruction Real-World Case Studies