Become a Certified Financial Modeling & Valuation Analyst (FMVA)®

Identify key items on the financial statements and describe the interrelationship between all the components

Explain the fundamental accounting principles that underly detailed accounting standards

Identify the key accounting standards commonly encountered by financial analysts and explain the impact on financial statements and financial models

Utilize the keyboard shortcuts to save time and be more efficient in Excel

Conduct data analysis using data tables, pivot tables, and other common functions

Use advanced formulas and functions to enhance the functionality of financial models

Explain key concepts around capital investments, the capital-raising process, different forms of financing, and the optimal capital structure

Assess the profitability, efficiency, returns, and value of a business using common financial ratios and analytical tools

Use key statistical measures to assess trends and relationships within sets of data

Build a dynamic, logically designed, well structured 3-statement financial model

Create multi-year forecasts for the income statement, cash flow, and balance sheet

Perform scenario and sensitivity analyses to enhance the robustness of the financial model

Identify the different valuation methodologies and discuss the pros and cons of each

Perform a valuation analysis using comparable company and precedent transactions analysis

Calculate the weighted-average cost of capital and construct a DCF model in Excel

Apply various forecasting techniques to develop a robust financial forecast

Track actual performance against budgeted amounts using variance analysis and other techniques

Analyze the impact of a variance analysis on the financial statements and use the results to improve the budgeting process

Create insightful dashboards and advance data visualization techniques to communicate the results of financial analysis

Create aesthetically pleasing and insightful charts, graphs, and tables in Excel

Design impactful presentations to communicate key messages to a wide variety of audiences

Differentiate between the different levels of a company’s strategy

Perform an analysis of external forces and internal competencies and assess the impact on a company’s competitive advantage

Generate, evaluate and select optimal strategic alternatives and tie these to a company’s mission, vision, and goals