This comprehensive and highly interactive executive program Chartered Financial Modeling Professional (CFMP™) is designed to equip participants with a strong understanding of constructing effective financial models. You will gain an in-depth knowledge on how to build, design and develop sophisticated financial models, produce highly accurate financial forecasts and construct rigorous models that help to evaluate every major financial decisions for your organization.
By the end of the program and after passing the Chartered exam, you will have earned the Chartered Financial Modeling Professional (CFMP™) charter mark and designation which you can use to demonstrate your professional credentials and track record in the field of financial modeling.
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The Chartered Financial Modeling Professional (CFMP™) is a mark of excellence and distinction that signifies a fully qualified finance professional with financial modeling expertise and skill sets. It is accredited by the Chartered Institute of Professional Certifications, which maintains the governing standards for all members. The CFMP™ designation is a trademarked charter available only professionals who have completed and passed this program. The certification is governed and maintained by Chartered Institute of Professional Certifications with over 90,000 members around the world. It is also endorsed by prominent associations and organizations worldwide.
The content of this program has also been fully certified and independently accredited by CPD as conforming to Continuing Professional Principles.
Financial modeling is one of the most desired skills in today’s corporate world. This Chartered Financial Modeling Professional (CFMP™) program is designed to provide you with the skills to construct sophisticated financial models from scratch which can help you to improve financial forecasting, budgeting, business analysis and capital budgeting decisions. You will discover the most useful Excel features and techniques to build a robust financial model today.
With this accredited program, you will also improve your skills in financial analysis techniques and understand how to analyze financial statements from the models you have built. You will discover the complete range of techniques used in financial forecasting, project financial returns and implement strategic financial reporting for your organization. Beyond this, you will also learn how to improve your financial risk management through risk modeling, Monte Carlo simulations and conduct risk sensitivity analysis. Finally, you will learn to streamline the process of financial data analysis by learning Excel Macros and VBA in the last two modules of the program.
By the end of this program, you will receive the designation of Chartered Financial Modeling Professional (CFMPTM) that can be used across your professional credentials, CV and Linkedin profile.
Globally demanded and recognized, this trademarked credentials that can only be used by professionals who have completed and passed our accredited Chartered Financial Modeling Professional program. We look forward to welcoming you to this program.
Duncan Williamson is an author, trainer and business consultant specializing in Financial, Management Accounting and Spreadsheet Modelling with a sustained record of success established in the Financial and Commercial marketplaces. He is an inspirational presenter whose excellent communication skills have been demonstrated across countries and cultures assisting executive professionals to achieve their full potential.
Duncan’s international experience includes multimillion dollars projects and consultancies carried out in the Middle East, Africa, Central Asia, South Asia, the Caucasus, the Balkans, Central Europe and Denmark. In addition to working as a consultant and trainer, Duncan worked in a wide variety of settings, ranging from working as a management accountant in process industries in the UK to product cost consulting in several industries in Eastern Europe and the Oil and Gas industry in the Middle East.
Duncan has published widely over the years on cost and management accounting, and is a major contributor to various magazines, journals and websites. Duncan is a best-selling author across many financial books including "Excel Power Query". Prior to that, he has written “Excel Solutions for Accountants” in three volumes in June 2015, and “The Accounting and Bookkeeping Coach”, published in April 2014.
12 hours 34 minutes
Overview: Functions by Category
Lesson 1 : Introduction to Excel’s Built in Functions
Lesson 2 : Mathematical Functions
Lesson 3: Statistical and Financial Functions
Lesson 4 : Logical and Text
Lesson 5: Database Functions
Lesson 6 : Lookup and References Part 1
Lesson 7 : Lookup and References Part 2
Lesson 8 : Lookup and References Part 3
Lesson 9 : The Aggregate Function
Lesson 10 : The Aggregate Function (Excel File)
Lesson 11 : Excel Tables Part 1
Lesson 12 : Excel Tables Part 2
Lesson 13 : Excel Tables Part 3
Lesson 14 : Pivot Tables Part 1
Lesson 15 : Pivot Tables Part 2
Lesson 16 : Pivot Tables Part 3
Lesson 17 : Pivot Tables Part 4
Lesson 18 : Pivot Tables Part 5
Lesson 19 : Financial Model Auditing
Overview : Array Functions, Goal Seek, Matrix Calculations And Introduction To Power Query And Power Pivot
Lesson 1 : Array Functions Part 1
Lesson 2 : Array Functions Part 2
Lesson 3 : Array Functions Part 3
Lesson 4 : Goal Seek
Lesson 5 : Power Query - Get & Transform
Lesson 6: Dynamic Array Functions Part 1
Lesson 7: Dynamic Array Functions Part 2
Lesson 8: Dynamic Array Functions Part 3
Lesson 9: SOLVER and MATRIX Algebra Part 1
Lesson 10: SOLVER and MATRIX Algebra Part 2
Overview : Introducing The Financial Statements: Terminology And Layout, Reading A Financial Report
Lesson 1 : The Five Types of Financial Statements
Lesson 2 : Introduction To Financial Statements
Overview : Analyzing Financial Statements: Common Size Statements, Growth Ratios
Lesson 1 : Functional Structure of Ratio Analysis
Lesson 2 : Analyzing Financial Statements Part 1
Lesson 3 : Analyzing Financial Statements Part 2
Lesson 4 : Analyzing Financial Statements Part 3
Overview : Forecasting, Forecasting Financial Statements
Lesson 1 : Introduction to Forecasting in Excel
Lesson 2 : The Forecast Sheet In Excel: Treble Exponential Smoothing
Overview : Computing The WACC, Capital Investment Appraisal Techniques, Sensitivity Analysis, Developing Scenarios
Lesson 1 : Introduction To The WACC And Capital Investment Appraisal
Lesson 2 : Computing The WACC And Capital Investment Appraisal
Overview : Preparing Functional Budgets, Preparing A Capital Budget
Lesson 1 : Introduction to Preparing Functional and Capital Budgets
Lesson 2 : Functional Budgets: Engineering Method, Sensitivity Analysis, Capital Investment Appraisal
Lesson 3: Time Schedule: Handy Hints, Initial Analysis Of Sales Data
Lesson 4 : Introduction To Regression Analysis For Budgeting
Lesson 5 : Regression Analysis For Budgeting
Overview : The Risk Modelling Process, Risk And Risk Analysis, Building A Risk Model
Lesson 1 : Introduction To Risk Modelling, Risk Analysis And Risk Models
Lesson 2 : Application Of RADR, Certainty Equivalents And Expected NPV And Risk
Lesson 3 : Risk Matrix, Risk Chart, Risk Step Chart, Country And Equity Risk Premium
Overview : Monte Carlo Simulations: Nature And Examples, Interpreting Monte Carlo Simulations
Lesson 1 : Introduction to Monte Carlo Simulation Examples, CVP Simulation, NORM.INV() Function
Lesson 2 : Monte Carlo Simulation Examples: Coins, Disc, Cards, Roulette, CVP Simulation, NORM.INV() Function
Overview : Introduction To Excel VBA And Macros
Lesson 1 : Introduction Of Excel VBA And Macros
Lesson 2 : Introduction To Recording A Macro, The VBE, Generate Data And Create And Chart, Run Macro From A Button
Lesson 3 : Record And Run A Macro, Keyboard Shortcuts, Assign A Button
Lesson 4 : Create A Pivot Table From A Button, Create A Chart From A Button, Highlight Values Only, Change Values To Millions, Reformat Values And Change To Text
At the end of the program, there will be a Chartered exam comprised of 50 multiple choice questions. Upon passing the exam, you will be accredited with your Chartered Financial Modeling Professional (CFMPTM) designation
If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.
After completing the program and passing the exam, you will be awarded the Chartered Financial Modeling Professional (CFMP™) Designation charter that can be used in your resume, CV and other professional credentials. This designation is a global trademark and industry-recognized with lifelong validity. Globally demanded and recognized, this designation will help you distinguish your skillsets and you have attained expertise in undertaking the full spectrum of mergers and acquisitions.
On Demand Learning
Customized To Your Needs
If you have more than 30 participants from your organizations, you can contact us to host a program customized to your training needs through a blended learning or physical classroom model
By customizing your program, the faculty leader can tailor the content that is specific to your needs
Prior to the commencement of the bespoke program, we will schedule conference calls to identify your training needs and map out the sessions most relevant to your organization
You can download our program brochure below. If you have any inquiries on this program, please contact our Program Advisor at [email protected] or call us at:
We value the trust of our customers immensely. But, if you feel that this Chartered Financial Modeling Professional (CFMPTM) does not meet your expectations, we offer a 7-day money-back guarantee. Just send us a refund request within 7 days of purchase and we will refund 100% of your payment, no questions asked!
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Chartered Financial Modeling Professional (CFMP™)4.6 (936 ratings)