2026: Advanced Financial Modeler accreditation from Financial Modeling Institute (FMI)

2026: Advanced Financial Modeler accreditation from Financial Modeling Institute (FMI)

£450.00 + VAT
Available
Virtual
All Locations
Data Analytics
Feb
21
Sat
-
Dec
31
Thu
09:30
-
PM
17:30GMT
Schedule Description: Strengthen and validate your financial modelling skills.
Sessions: 0
Session Hours: 0.00
CPD hours: 40hrs

Description

Validate your financial modelling expertise and gain global recognition with the FMI’s Advanced Financial Modeler (AFM) accreditation — a self-paced programme that builds your ability to design, integrate, and test best-practice financial models to international standards.

Please choose from the dates below to view more details.
Event Details
11 July 2026, FMI: Advanced financial modeler accreditation

11 July 2026, FMI: Advanced financial modeler accreditation

£450.00 + VAT
Available
Virtual
All Locations
Data Analytics
Jul
11
Sat
09:30
-
17:30 BST
Schedule Type Title: 1st of the Month
Schedule Description: Strengthen and validate your financial modelling skills.
Sessions: 1
Session Hours: 8.00
CPD hours: 40hrs
Virtual

Description

Validate your financial modelling expertise and gain global recognition with the FMI’s Advanced Financial Modeler (AFM) accreditation — a self-paced programme that builds your ability to design, integrate, and test best-practice financial models to international standards.

Book here

Advanced Financial Modeler accreditation from Financial Modeling Institute (FMI)
Strengthen and validate your financial modelling skills.

Date and time

Location

11/07/2026, Timings to be selected when registering with FMI

Virtual

WHY PURSUE THIS ACCREDITATION?
In today’s fast-moving business environment, financial modelling is a critical skill for finance professionals who support decision-making, valuation, and forecasting. The AFM accreditation from Financial Modelling Institute (FMI) is the global benchmark that validates your ability to build a fully integrated three-statement model from scratch.

Through this self-paced programme, you’ll strengthen your modelling discipline, gain international recognition, and prove your capability to deliver models that stand up to real-world scrutiny.

WHAT YOU’LL LEARN
By completing this accreditation programme, you will be able to:

• Plan and structure robust, transparent, and auditable financial models.
• Forecast revenues, costs, depreciation, working capital, tax, and capital structure using best-practice techniques.
• Link the income statement, balance sheet, and cash flow into a fully integrated model.
• Apply scenario and sensitivity analysis to test model assumptions and performance.
• Design professional outputs that communicate insight clearly and credibly.
• Audit and review models for logic, reconciliation, and accuracy.

WHO IS THIS ACCREDITATION FOR?
Professionals who build, audit, or rely on financial models - including FP&A analysts, corporate finance practitioners, valuation specialists, and accountants seeking to validate their modelling expertise through a globally recognised accreditation.

WHY CHOOSE ICAEW?
• Trusted heritage: For over 145 years, ICAEW has trained and supported the world’s leading finance professionals, setting the global benchmark for quality.
• Expert-led learning: Courses designed and delivered by subject matter experts, combining professional insight with real-world experience.
• Expert-led partnership: Delivered in collaboration with the Financial Modelling Institute (FMI), the global standard-setter for modelling excellence, ensuring your learning aligns with internationally recognised best practice.
• Connected and relevant: Close links with government, regulators, and industry ensure our training reflects the latest challenges in business and finance.
• Practical and interactive: Live, small-group learning with peer exchange delivers immediate workplace impact – and counts as verifiable CPD.

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. Attending this course could contribute up to 40hrs 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.

Course Enquiries
Contact: Events information team

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ICAEW's terms and conditions for events

Personal Data
The protection of personal privacy is an important concern to ICAEW. Any personal data collected will be treated in accordance with current data protection legislation.

By providing your name and email address, you are providing your consent for your data to be processed by ICAEW and shared with the Financial Modelling Institute (FMI) for the administration of your Financial Modelling Module. In doing so your personal data will be transferred to FMI, a commercial organisation situated in Canada which is deemed to provide an adequate level of protection for Personal Data. ICAEW will not use personal data provided for marketing purposes.

For more information about how we use your personal data please go to icaew.com/dataprotection.

Legal Disclaimer
The Institute of Chartered Accountants in England and Wales (ICAEW) does not endorse or recommend any third-party products, services, or companies mentioned during this event or in related materials. References to any such products, services, or companies are for informational purposes only and do not constitute an endorsement or recommendation by ICAEW.

The views and opinions expressed by third-party speakers are their own and do not necessarily reflect the views, positions, or policies of ICAEW. ICAEW does not assume any responsibility or liability for the accuracy, completeness, or legality of the content presented by third-party speakers.

For further information or clarification, please contact ICAEW directly.

Attaining the AFM accreditation via this ICAEW/FMI can contribute up to 40 hours of verifiable CPD, subject to demonstrating relevance to your role.

This self-paced online programme provides a comprehensive learning pathway to help you prepare for the FMI Advanced Financial Modeler (AFM) accreditation exam.

You will work through structured modules covering the full lifecycle of best-practice financial model design, build, and review, supported by exercises, case examples, and exam-style practice tasks.

Core elements covered include:
• Model Design and Structure – establishing a clear layout, modular design, and documentation discipline.
• Forecasting and Assumptions – building revenue, cost, depreciation, working capital, tax, and capex schedules.
• Financial Integration – linking the income statement, balance sheet, and cash flow into a dynamic three-statement model.
• Scenario and Sensitivity Analysis – creating flexible models that respond to different business conditions.
• Capital Structure and Financing – incorporating debt, equity, and funding considerations.
• Outputs and Presentation – designing a professional front end with executive summaries and visual outputs.
• Model Review and Testing – applying model audit principles, reconciliation, error-checking, and stress testing.

 

 

Ian Schnoor, Executive Director, Financial Modelling Institute

For 20 years, Ian taught financial modeling to thousands of business professionals and university students around the world as founder of The Marquee Group (acquired by Training The Street in 2023).

Ian’s time spent as an investment banker inspired him to create content to teach financial modeling in a new way. Financial Modeling Institute (FMI) is a result of these professional and training experiences, and a recognition of the need to promote excellence in financial modeling through world-class accreditation programs.

Ian is globally recognized as an expert in valuation modeling, Excel models, and corporate finance.



 

Rate Cost
ICAEW Member £450 + VAT
Non-member £450 + VAT

How do I complete the accreditation?

Once you have booked via the ICAEW website, you will receive instructions on how to enrol in the AFM accreditation program and register for an online exam. You will then have access to FMI’s learning resources to prepare for the accreditation exam. Finally, you will 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. If you successfully complete the proctored exam in under 4 hours, you will complete the accreditation.

How do I register for the exam?

Once you have booked your place via the ICAEW website, you will receive an automated confirmation email with instructions on the next steps.

What do I get access to?

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

Instructions on how to access the FMI platform are included in the booking confirmation email you will receive from ICAEW.

How long do I need to prepare for the exam?

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

When are the exams?

Exams are proctored and offered online four times a year. Once you have booked via the ICAEW website, you will receive a confirmation email containing instructions on how to enrol with FMI and select an exam date.

Will there be any virtual classroom sessions for this accreditation?

No, there are no virtual classrooms included with this accreditation. All learning resources to prepare for the online exam are provided on FMI’s platform.

Can I change the exam date at a later date?

Yes, you are able to change your exam date. Candidates have 12 months of access included in their registration which means you can write during any of the public exam dates within those 12 months. We just ask that if you need to reschedule, please do so prior to 48 hours before the scheduled exam date by contacting FMI. After this deadline candidates will incur a re-enrolment fee if they need to defer their exam. Exam dates in the next 12 months:

  • Saturday, May 9, 2026

  • Saturday, July 11, 2026

  • Saturday, October 24, 2026

  • Saturday, February 20, 2027

Is there a cost to resit the exam should I need to retake?

If a candidate does not pass the AFM exam they are welcome to register for a re-enrolment at a reduced rate of USD $300.

How is the online exam invigilated?

The AFM exam is proctored by Proctorio, a remote proctoring software. This software can easily be installed before the exam as a browser extension. All candidates will have the opportunity to test out the Proctorio extension before their scheduled Exam Day to ensure their system setup meets the necessary requirements of the FMI's Exam Platform.

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