CFI’s Flagship Training Program

CERTIFIED FINANCIAL MODELING &

VALUATION PROFESSIONAL (FMVP)

Why CFI Education?

80+ Hours of Live Training

30 Hours of Project-based Learning

Soft Skills and CV Building

Interview Prep and Placement Assistance

Detailed Study Material

AI Chat GPT in MS Excel Module - New

Certification from BSE Institute Ltd - New

Recorded Video Lectures (Self Paced)

24 x 7 support for doubt clearing

Prepare for AFM Certification, FMI Canada

Who can go for this program

MBA, CA, ACCA, CPA, CFA, or similar qualifications in Finance, Economics, and Commerce Graduates
/ Engineers with a desire to work in the finance industry
Finance Professionals in IB, stock market, research firms, banks, consultancy, and analytics

CFI Education is a professional institution engaged in providing niche financial training to

individuals, institutions, and corporations.
Our training programs have been designed after in-depth research by finance
professionals with years of experience at world-class financial companies.
A solid combination of on-job and academic training experience helps our trainers to
provide a 360°overview of the subject to the audience.

“Financial Modeling has become one the most sought-after skills for finance professionals.”

Visit us at: www.cfieducation.in | Mail us at: [email protected]|

 Day wise class Schedule:
Day 1 –MS Excel Basics Day 10 & 11 –DCF Valuation
Calculating FCFF / FCFE Growth Assumption and
Keyboard shortcuts Paste Special Functions (Mathematical,
Terminal Value
Text, Stats, Date and Time, Transpose, Sum product)
Calculation of WACC and Cost of Equity
Sum, Product, Power, SQRT, ABS, Lower, Upper, Text,
Analysis Valuation using PGM and EMM Approach
Search, Len, Replace, Left, Right, Count, Min, Max, Average,
Sensitivity and Scenario Analysis Football
CountA, AverageA, Today, Now, EOMonth, Transpose,
Field Analysis
Sumproduct etc
Day 12 & 13 –Comparable Company Analysis (Comps)
Day 2 –MS Excel Intermediate
Intro to Comparable Company Analysis (Comps)
Data Input for Comps Normalization of EBITDA, EBIT,
Stats Functions (SumIF, CountIF, SumIFs, CountIFs,
and Net Income
AverageIF etc) Understanding Enterprise Value (EV) and Calculation
Informative Functions (Isblank, Isnumber, Istext, Iserr) Options and RSU Adjustments
Database Fundtions(Dsum, Daverage, Dcount, Dmin) Valuation Multiple Case Discussion
Logical Functions (If, Iferror, And, Or, Ture, False)
Day 14 –M&A Transactions Valuation Analysis
Look and Ref Functions (Vlookup, Hlookup, Indirect,
Index Match etc) Intro to M&A Transactions Analysis
Financial (PV, FV, NPV, PMT etc) Data Input for M&A Transactions
Adjusting EBITDA, EBIT, and Net Income
Day 3 –MS Excel Intermediate to Advanced Calculating Deal Value: Cash Vs Stock Deal
Grouping / Ungrouping Valuation Multiple Case Discussion
Creating Drop Down List Day 15 – Project Finance & Real Estate Modeling
Conditional Formatting Introduction to Project Finance Sources and Uses of
Data Validation Funds IRR, Modified IRR, NPV, Discounted Payback Period
What if Analysis (Goal Seek, Scenario, Data Table) IRR / NPV Conflict Case
Study on Project Finance
Day 4 –Excel Charts / Dashboard / VBA / Macros
Real Estate Modeling - Cap Rate, NOI, COC
Creating Pivot Table and Charts Reports Case Study on Project Finance and Real Estate Model
Column, Stacked Column and Bar Charts
Day 16 –Introduction to Pitchbook / PowerPoint Training
Line Chart, Pie chart, Waterfall Chart
Design a Simple Dashboard using Charts Graphs Use of Financial Models in Pitchbook Flow of M&A /
Link charts with Presentations Restructuring Transaction
Introduction to VBA / Macros Introduction to company profile –best practices to
Macro Recording, Running, Setup follow Discussion on live case
Day 5 & 6 –Financial Statement Analysis / Ratio Analysis Day 17 –Soft Skills Training and CV Building

Introduction to Financial Statement Do’s and Don’ts of Interviews Process

Quick Tips to Read an Annual Report CV Edits and LinkedIn Profile Building
Discussion IS, BS, and CF
Concept of EBIT and EBITDA Project Work and Assessment:
Ratio Analysis: Profitability, Liquidity, Leverage, Coverage
Free cash flow: FCFF and FCFE Assessment test: There will be an assessment test for
Program Completion Certificate
Project Work: Post Classroom Sessions, candidates are asked
Day 7, 8, 9 –Financial and Business Modeling
to complete an integrated project covering all the training
Understanding and creating templates aspects of the program (Duration -~1 Month)
Calculating Growth Drivers and Future Assumptions Outcome: Training will help candidates get a hold of the
Revenue / Business Modeling concepts and make them ready to face an interview
Modeling of IS, BS, and CF
Building Asset and Depreciation Schedules
Building Working Cap Schedules
Building Debt and Equity Schedules

Contact for Registration:

Mail Us at: [email protected]
Fee Structure: INR 37,000
Visit us at: www.cfieducation.in | Mail us at: [email protected]|