Dr. Michael Rees As Director of the CertFM Program.
The Certificate in Financial Modelling and Data Analysis was originally conceived, designed, and written by Dr. Michael Rees. He is a leading expert in the use of quantitative modelling for applications in business, decision-making, economics, finance, and risk assessment. He is an author, consultant, and trainer, and works with clients all around the world and in many industry sectors, and on a range of complex decision situations.
During his more than 30 years’ experience, he has trained over 3000 people in face-to-face classroom settings. Starting in 2010, Dr. Rees became increasingly aware of the need to create a credible professional qualification in financial modelling: One with a clear definition and scope, and which recognises the potential richness and complexity of the topic.
The CertFM Program has been designed based not only on his experience and knowledge, but also through extensive research and development activities, and input from other professionals, academics, and experts. The scope of the program is regularly benchmarked not only by on-going interactions with practitioners and clients, but also by reviewing the content of related programs (such as MBAs, Masters in Finance, the CFA, as well as programs in advanced data analysis, for example). It is also updated regularly as relevant additional functionality becomes available in Excel. The overall scope and depth are far larger than in any book, classroom training or on-line programs.
More About Dr. Rees
Dr. Rees’ academic credentials include a Doctorate in Mathematical Modelling and Numerical Algorithms, and a B.A. with First Class Honours in Mathematics, both from Oxford University in the UK. He has an MBA with Distinction from INSEAD in France. He also studied for the Certificate of Quantitative Finance, graduating top of the class for course work, and receiving the Wilmott Award for the highest final exam mark.
During his 30+ years’ experience includes having been employed in senior roles at leading firms in finance and strategy consulting (JP Morgan, Mercer Management Consulting, and Braxton Associates). He has also been retained for long-term advisory and consulting roles at Duff & Phelps (Senior Advisor, Valuations Group), and at Palisade Corporation (Global Head of Training and Consulting).
Dr. Rees is the author of Principles of Financial Modelling: Model Design and Best Practices using Excel and VBA (John Wiley & Sons, 2018), of Business Risk and Simulation Modelling in Practice: Using Excel, VBA and @RISK (John Wiley & Sons, 2015), and of Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level(John Wiley & Sons, 2008). He is also a contributing author in The Strategic CFO: Creating Value in a Dynamic Market Environment (Springer, 2012), and has written articles in the Wilmott Magazine (2004, 2005). He is an Associate Fellow of the Institute of Mathematics and its Applications, and is regularly invited to speak at conferences (e.g. SMI conferences in 2009 and 2010, The Danish Risk Management Conference 2011, Vietnam Petroleum Institute 40th Anniversary Conference, 2018). Born in Canada, he has had the opportunity to live in several countries, and speaks fluent French and German, in addition to his native English.
Dr. Rees’ clients include companies and entrepreneurs in private equity, auditing and consulting, finance, banking and insurance, pharmaceuticals and biotechnology, oil, gas, and resources, construction, chemicals, engineering, transportation, the public sector, software companies, and training providers.