The Certificate in Financial Modelling and Data Analysis

 

 

The most cost effective and flexible way to truly master Excel, finance, modelling, and data analysis

 

The Core Skills Program is Launching  Soon – Contact Us to Reserve Your Place!

The CertFM Program

The CertFM Program is a comprehensive set of courses that is designed to develop you into a highly competent and well-rounded professional modeller and analyst. It starts “from the beginning”, but advances rapidly to cover topics that are generally considered to be quite advanced:

  • The Core Skills program focusses on key aspects of using Excel for financial modelling and data analysis.
  • The Advanced Level covers data manipulation, corporate finance and valuation, business analysis, model design, and best practices.
  • The Expert Level covers macros, automation, risk, simulation, optimisation, quantitative finance and advanced data analysis.

The Core Skills Certification Program: On-Line Self Study

The Core Skills Program is available as on-line materials for self-study, and consists of three course modules:

  •  Essentials of Modelling with Excel.
  • Economic Modelling: Core Criteria, Calculations and Functions.
  • Data Analysis and Statistics.

The completion of the Core Skills program leads to the award of “The Certificate in Financial Modelling and Data Analysis (Core Skills)”.

The structure of the course modules is based on:

  • Reading materials. These describe the concepts and practical methods of implementation, as well as providing detailed examples with screenshots to demonstrate the points made. The materials are visually very rich, with many images to show step-by-step processes and illustrate all key points. We believe that this highly visual approach using static images is more effective than using videos.
  • Suggested exercises in Excel. It is recommended that readers follow the text by creating the models used in parallel. In addition to this implicit suggestion, the materials contain further suggested exercises at certain points.
  • Quizzes. These are an integral and mandatory part of the Program. They are embedded at regular intervals, and relate directly to the prior course materials. Most quizzes require exercises to be conducted in Excel in order to be able to answer some of the questions.

The completion of the Core Skills program leads to the award of “The Certificate in Financial Modelling and Data Analysis (Core Skills)”.

You can sign up any time and work at your own pace.

We also offer support packages which allow you to ask clarification questions about the materials and quizzes.

The Advanced and Expert Level Courses

These courses are currently available as instructor-led courses only, both classroom and on-line, and which are generally customised according to the needs of each client. Please contact us if you are interested in one of these.

Quiz-Based Certification

The quizzes in the Core Skills program are mandatory, and each has a minimum pass mark (specific to each quiz, but generally around 60%). They are intended to be straightforward to pass, as long as the materials have been properly studied and the exercises completed. Each may be taken an unlimited number of times.

They have several roles:

  • To reinforce and test understanding of the key points.
  • To ensure the development of active skills.
  • To create more engaging course materials.
  • To create variety in the learning experience.
  • To ensure credibility to the value of the certification.

The quizzes can be considered as forming a series of “mini-exams” on a continual assessment basis. The Certificate in Financial Modelling and Data Analysis (Core Skills) is therefore awarded at the end of the program, without the need for a separate final exam.

The Core Skills Part of the CertFM Program (On-Line Self-Study)

Essentials of Modelling with Excel

The definition of modelling · Purpose, uses, application areas Influence diagrams · Links between modelling and data analysis · Generic model types. Principles to design and build useful models that support decisions. Decision criteria in business and finance. The skills required to be a well-rounded financial modeller and analyst. Excel as a modelling tool · Creating formulas · Manual and automatic calculation · Mapping a model concept into calculations · Dependency and precedents tracing. Copy, paste, insert, delete, undo · Find/Replace · Wildcard characters · Named ranges · GoTo and GoTo Special · Efficient selection of ranges · Navigation around a model. Formatting · Conditional formatting · Custom formatting. Sensitivity analysis · DataTables · One-way analysis · Two-way analysis · GoalSeek. Principles of effective visual communication · Using graphs and charts. Tips and tricks · Short-cuts and KeyTips · Core Excel functions to capture logic, conditionality, comparison and aggregation. 8 Quizzes.

Economic Modelling: Calculations, Criteria and Functions

Payback periods · Scenario modelling · Lookup functions · Growth formulae and present values. Measuring growth · Classical and logarithmic measures · Growth calculations · Inflating and discounting · Time-value-of-money. Risk-free rates. Interest calculations. Compounding methods and formulas · Accruals · Bootstrapping · Yield curves. Time-period conversions · Annuities and terminal values. Economic Evaluation. Calculation of returns · Internal rate of return · Limitations to calculation of returns · Discounted cash flow, net present value ·  Calculations of loan amortisation and mortgages, implied rates and values. 5 Quizzes.

Introduction to Data Analysis and Statistics

Databases · General structures versus database structures  · Excel Tables · Filters and sorting · Advanced filters and data extraction · Dynamic sorting ·  Basic aspects of data manipulation, cleaning, splitting and integration · Unique values and duplicates · Excel PivotTables. Excel functions for data analysis.· Database functions · Aggregation functions · Statistical functions · Single variable statistics (e.g. averages, percentile, standard deviations) · Confidence intervals · Multi-variable statistics (e.g. correlation, rank correlation, Kendall’s tau· Linear regression · Multiple regression · Array calculations and bespoke logic. 5 Quizzes.

To Start the CertFM Core Program …

… register on the site and work through the programs course by course…

… or …

first read the free materials at the beginning of the first course Essentials of Modelling with Excel before continuing.

To Learn More About The Courses and Levels …