Fully Accredited Program Chartered Financial Modeling Professional (CFMP™)

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.



4.6 (936 Professional Learners) 1

1 Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.

This program will entitle you:

Download Brochure Pricing & Registration
  • Attain your CFMPTM designation that you can use across your professional credentials (including LinkedIn and CV)
  • Experience 3 days of instructor-led live program and in-depth learning on intensive financial modeling and professional learning
  • 4 industry case studies including Harvard Business School case studies
  • For enquiries, chat with our Program Advisors at [email protected] or call us at
    • Singapore and Asia Pacific: +65 6716 9980
    • Australia and New Zealand: +61 3 9909 7310
    • UK, Europe and Middle East: +44 (020) 335 57898
    • USA: +1 888 745 8875




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™ charter 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.

What Can You Expect From This Certified Program

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.


Key Skills You Will Gain

  • Advanced Financial Modeling
  • Financial Forecasting
  • Financial Budgeting
  • Financial Analysis
  • Investment Appraisal
  • Costs of Capital
  • Financial Risk Sensitivity Analysis
  • Advance Excel Functions
  • Capital Budgeting
  • Business Analysis
  • Risk Management
  • Risk Modeling
  • Risk Analysis
  • Monte Carlo Simulations
  • Excel VBA
  • Excel Macros
  • Financial Data Analysis
  • Strategic Financing Planning
  • Financial Management

Your Faculty Director

Duncan Williamson
Duncan Williamson
Award Winning Author, Faculty Leader and Contributor

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.

Chartered Financial Modeling Professional (CFMP™) Program Agenda

Module 1: Functions By Category
Module 2: Array Functions, Goal Seek, Matrix Calculations And Introduction To Power Query And Power Pivot
Module 3: Introducing The Financial Statements: Terminology And Layout, Reading A Financial Report
Module 4: Analyzing Financial Statements: Common Size Statements, Growth Ratios
Module 5: Forecasting, Forecasting Financial Statements
Module 6: Computing The WACC, Capital Investment Appraisal Techniques, Sensitivity Analysis, Developing Scenarios
Module 7: Preparing Functional Budgets, Preparing A Capital Budget
Module 8: The Risk Modelling Process, Risk And Risk Analysis, Building A Risk Model
Module 9: Monte Carlo Simulations: Nature And Examples, Interpreting Monte Carlo Simulations
Module 10: Introduction To Excel VBA And Macros

Chartered Exam

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

  • 98% of students who have taken this exam have passed the exam successfully. Almost all professionals who have taken our courses have passed this exam and attain their Chartered Financial Modeling Professional (CFMPTM) designation
  • The exam has 50 multiple choice questions and you need to answer 25 out of 50 questions correctly to pass the exam
  • You can re-take the exam online as many times as you want, no additional charges for retaking of exams
  • The program cost already includes the exam fees, so there are no additional charges for taking the exam

If you have challenges passing the exam, you can secure assistance from our team and faculty leader to help you pass the exam.


Chartered Financial Modeling Professional (CFMP™) Designation

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.

Pricing & Registration

Please select one of the locations:

United States

Dates: 21 - 23 Oct 2024

Venue: Online Executive Program (via Zoom)

Time: 8:00am - 3:30pm Pacific Daylight Time (PDT)
10:00am - 5:30pm Central Daylight Time (CDT)
11:00am - 6:30pm Eastern Daylight Time (EDT)

Early Bird Packages Regular Pricing
By 19 Aug 2024 By 30 Sep 2024 After 30 Sep 2024
USA Delegates USD 1,895 USD 2,095 USD 2,195

Group Discount: 2nd participant get 10%, or register 3 participants and 4th participant get a complimentary seat (1 discount scheme applies)

Register Now

Download Brochure

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:

  • Singapore and Asia Pacific: +65 6716 9980
  • Australia and New Zealand: +61 3 9909 7310
  • UK, Europe and Middle East: +44 (020) 335 57898
  • USA: +1 888 745 8875

Download brochure Download Brochure

On Demand Learning

If you are unable to make it to this program due to the dates, you can also enroll into our program through our on-demand learning. Click on the link below to go to our on demand learning to discover how you can enroll into the program and earn your Charter or certificate through our on demand learning platform

Go to Our On Demand Learning Here

Chartered Financial Modeling Professional (CFMP™) Reviews and Testimonials

The course is very well structured, easy to follow and understand. The instructors are professional and experienced as they have been in the industry for many years. I would highly recommend this course to anyone who wants to work in finance or expand their financial modelling knowledge.
I have been looking for financial modeling courses or training that would be lengthy enough to cover all the different aspects of financial modeling. I think this course is perfect. Most courses are either too short and they don't cover everything or they are too long and end up being a waste of time and money. I like that this course is concise and it goes over the whole structure of financial modeling and then gets into the details. I would highly recommend this course to anyone who is interested in.
I got Chartered Financial Modeling Professional certification and now I am a Chartered Financial Modeling Professional. I learned a lot, and it was not easy but the program is great.
This course is one of the best courses I have ever taken. The instructor was so knowledgeable and I like how he explained everything in an easy to understand way. I highly recommend this course, especially for those that want to start their journey in financial modeling.
I enjoyed the clear and concise approach of this course. I didn't have to read through 100 pages of theory before learning the basics. With just a few hours of studying and practice, I was able to create models that are used in my day to day work.
The course is structured in a systematic way that allows you to learn at your own pace. The instructor provides you with all the information needed, step by step. This course covers all the basics, and it is a great place to start for anyone who is interested in learning about financial modeling.

Chartered Institute of Professional Certifications' reviews and ratings are a comprehensive collection of participants feedback we have gathered over the last decade. To view authentic and personal testimonials that are handwritten by our participants, please download our participants' written reviews here.

Convincing Your Boss To Attend This Program

Securing approval from your boss to attend this program can be difficult if you don’t know what to say. So we’ve prepared a template for you to attend this program! All you need to do is to download this template, copy and paste in email and send it to your boss!

Download the Template Here

Chartered Financial Modeling Professional (CFMP™)

4.6 (936 ratings)