FMI + CFA Society Partnership Opportunity:
An Opportunity for Your Society and Your Members

 
An Exclusive Offer on the Advanced Financial Modeler (AFM) Accreditation Program

A CFA Society Opportunity

Since CFA Institute launched the Financial Modeling Practical Skills Module, CFA candidates and charterholders around the world have taken notice.

CFA Societies can now partner directly with FMI to offer the AFM accreditation to your members.

FMI offers CFA Society members an exclusive discount on its flagship program, the Advanced Financial Modeler (AFM) accreditation, and a revenue share to the CFA Society through an easy-to-implement partnership.

Partner with FMI, the creator of CFA Institute's Financial Modeling Practical Skills Module, to offer a world-class accreditation to CFA Society members at a discounted price.

Unlock a world of financial modeling opportunities with special discounts for CFA candidates and charterholders on FMI's Advanced Financial Modeler (AFM) accreditation program.

The Advanced Financial Modeler Accreditation Program

The AFM accreditation is FMI's flagship program.

AFM candidates must pass a rigorous, proctored, online exam in which they are provided with a case study and required to build a 3-statement financial model of a company from scratch in 4 hours.

The AFM accreditation demonstrates that finance professionals have the financial modeling skills required to build effective, best-in-class financial models.

Candidates are provided with learning resources to prepare for the AFM exam.

Exams are offered four times per year. The next four exam sittings are: February 22, 2025 | May 10, 2025 | July 26, 2025 | October 25, 2025

About FMI Financial Modeling Institute

About FMI

FMI is the world's only financial modeling accreditation body.

FMI’s mission is to elevate the discipline of financial modeling to facilitate optimal decision making.

FMI was founded because of the need for finance professionals to strengthen and validate their financial modeling skills.

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

FMI partners with companies, associations and universities worldwide to deliver the AFM accreditation program.

By achieving the AFM accreditation, candidates will be able to:

 Validate their ability to build a 3-statement model of a company from scratch

  Create a model that can be used as a critical decision-making tool, allowing users to make accurate and informed financial decisions

 Use a financial model as a powerful communication tool to clearly and effectively tell the story of a company

  Demonstrate the technical modeling skills most valued by clients, employers, and all other stakeholders

FMI has partnerships with CFA Societies around the world.

CFA Society United KingdomCFA Society TorontoCFA Society GermanyCFA Society SwitzerlandCFA Society MexicoCFA Society Dallas Fort Worth
How FMI supports your CFA Society

How FMI supports your CFA Society

  • Furthers member professional development by offering access to a world-class financial modeling accreditation
  • Aligns with CFA Institute's focus on practical financial modeling skills
  • Enhances member value by hosting exclusive financial modeling-focused webinars
  • Provides all marketing collateral necessary to promote the AFM accreditation to members
  • Seamlessly adds a revenue stream for CFA Societies

How FMI supports CFA Society Members

  • Opportunity to strengthen and validate practical financial modeling skills
  • Access to the AFM accreditation program at a discounted price
  • A 12-hour step-by-step financial modeling video tutorial series
  • Practice AFM exams and solutions
  • Exam Q&A sessions
  • Interaction with a global community of financial modelers
How FMI supports CFA Society Members
FMI AFM Accreditation Handbook.png

AFM Candidate Handbook

The AFM Candidate Handbook explains why financial modeling accreditation has become so important and provides an overview of the AFM accreditation program.

Access the AFM Candidate Handbook for detailed program information.

Exclusive Discounts & Revenue Sharing


CFA Society Members
Receive 20% off the AFM accreditation program.
Regular price: $695US. CFA Society Member price: $555US.

CFA Societies
Receive 20% of the net sales program revenue.
Reporting and payment provided quarterly.

Contact us to learn how your CFA Society can partner with FMI.

Frequently Asked Questions

How does FMI support the marketing of the AFM program?

 

FMI supports CFA Societies with all marketing materials, including:

  • Co-branded landing page creation
  • Social media copy
  • Website messaging
  • Email and newsletter templates
  • Thought leadership articles
  • Exclusive webinars

How is the AFM program managed?

 

FMI manages all aspects of the program:

  • Enrolls candidates from your unique landing page
  • Manages candidate communication
  • Administers a rigorous proctored exam four times per year
  • Provides quarterly revenue reports and payouts to CFA Societies

How does the AFM Accreditation compare with the CFA Financial Modeling PSM?

 

AFM Candidates are provided with:

  1. Access to the online FMI Community that includes thousands of financial modelers from all over the world
  2. The AFM learning materials, which includes 12 hours of self-paced videos, practice exams, and other supplemental learning resources
  3. The opportunity to practice financial modeling and then sit the proctored AFM exam

The CFA Financial Modeling PSM includes the same learning videos that are used by AFM candidates. The difference is that CFA candidates are only required to watch the videos. There is no modeling exam as part of the CFA Program.

Financial modeling is a skill, and to truly master the skill, strong modelers need to practice repeatedly until they are confident and proficient. AFM candidates put in many hours of practice so that they can prepare themselves for the AFM exam. The AFM accreditation is the culmination of the process and the recognition that a candidate has elevated their modeling skills to the point where they can build excellent models and lead modeling projects.