2025: Financial Modeling Institute’s Advanced Financial Modeler Accreditation

£450.00 + VAT
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£475.00 + VAT
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Virtual
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Academy
Jan
1
Wed
-
Dec
31
Wed
09:30
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PM
17:30GMT
Schedule Description: The Advanced Financial Modeler (AFM) accreditation represents the global standard in financial modelling.
CPD hours: 40

Description

The Advanced Financial Modeler (AFM) accreditation represents the global standard in financial modeling. Achieving the AFM designation demonstrates your proficiency in finance, accounting, model design, and Excel, enabling effective decision-making.

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Advanced Financial Modeler Accreditation

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Financial models have become the most important decision-making tools in finance, particularly as companies need a clear picture of their financial trajectory during periods of disruption and uncertainty. Financial modelling plays an integral role in decision making with modelers informing key transactions and critical business decisions.

Financial Modeling Institute's AFM accreditation enables you to strengthen your financial modelling acumen.

Why pursue the AFM accreditation?

  1. Validation of expertise: The AFM is the only modeling accreditation that validates your ability to construct a comprehensive 3-statement model of a company from scratch, showcasing your proficiency in financial modelling.
  2. Enhanced decision-making: Become an expert in creating financial models that guide accurate and informed decisions, providing invaluable insights for stakeholders.
  3. Effective communication: Learn to use financial models as compelling communication tools, helping you convey a company's story with clarity and impact.
  4. Valued skills: Demonstrate the technical modelling skills most sought after by employers, clients, and stakeholder.

Exams are proctored and offered online four times a year.

About Financial Modeling Institute:

 

 

 

Financial Modeling Institute (FMI) is the world's only financial modelling accreditation body. FMI promotes awareness, excellence and discipline in financial modelling globally through its experiential exams and accreditations.

The Institute was founded in response to the growing demand for accounting and finance professionals to strengthen and validate their financial modeling skills.

FMI’s goal is to elevate the discipline of financial modeling through rigorous testing, in order to facilitate optimal decision making.

Why should accounting professionals pursue the AFM accreditation?

Financial modelling skills are necessary for accounting professionals who build forecasts because financial models are used extensively to drive decisions in all financing transactions.

With an FMI accreditation, accounting professionals are able to demonstrate that they have the financial modeling skills required to build deal models.

In addition, clients and employers can be confident that transaction risk has been reduced because the modeler on the project possesses the level of skill required to perform the modeling for the transaction.

Any professional who is required to build a forecast for a company, project or department is involved in financial modeling. Financial models are used to make the following critical decisions:

  • planning/forecasting
  • credit
  • capital budgeting
  • investment
  • mergers and acquisitions
  • valuation

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Completing this course could contribute up to 40 hours of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the course booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

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By obtaining the AFM accreditation, you will be able to:

  • Create a financial model from scratch that can be used as a critical decision-making tool, allowing users to make accurate and informed financial decisions.
  • Validate your ability to build a 3-statement model of a company from scratch.
  • Use a financial model as a powerful communication tool to clearly and effectively tell the story of a company.
  • Demonstrate the technical modelling skills most valued by stakeholders, employers, and clients.

To achieve the AFM accreditation:

  • Enrol in the AFM accreditation program and register for an online exam.
  • Access FMI’s learning resources to prepare for the accreditation exam.
  • Sit an online exam in which you will be provided with a case study and required to build a 3-statement model of a company from scratch.
  • Successfully complete the proctored exam in under 4 hours.

As an AFM candidate, you will gain access to FMI’s learning resources to prepare for your online exam.

Learning resources include:

  • 12-hours of step-by-step video tutorials on how to build a 3-statement financial model.
  • AFM practice exams.
  • A live Q&A exam prep session.
  • Access to the FMI Community which includes networking opportunities and webinars hosted by industry.

Accounting professionals typically spend 25- 40 hours to prepare for the online AFM exam.

See AFM Handbook document here.

View tutorial sample video below:

 

Rate Price
ICAEW Member £450 + VAT
Non-Member £450 + VAT

 

About the trainer

Ian Schnoor, Executive Director, Financial Modelling Institute
Ian Schnoor is the Executive Director of the Financial Modeling Institute (FMI), the world’s only financial modelling accreditation body.

Ian is also the founder of The Marquee Group, a leading provider of financial modelling training and consulting to professionals in the financial community. Over the years, Ian has taught thousands of business professionals and university students in North America, Europe, the Middle East, Asia and Australia. Ian is passionate about teaching and brings a hands-on, interactive approach to every session.

Ian teaches a course called Advanced Financial Modeling at Queen’s University and is a past recipient of the Professor of the Year award in the Master of Finance program at the Smith School of Business.

Ian began his career in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed a Bachelor of Commerce Honours degree with academic distinction and is also a CFA charterholder.

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