FMI's Exclusive Offer for CFA Candidates and Charterholders

 
Embark on your journey towards a financial modeling accreditation with FMI

Welcome CFA Candidates & Charterholders

With the addition of Practical Skills Modules, CFA Institute has recognized the importance of financial modeling. This is because financial modeling is a critical discipline that plays an integral role enabling optimal business decisions.

Whether you are a CFA candidate or charterholder, FMI wants to provide you with the opportunity to strengthen and validate your financial modeling skills.

When you achieve financial modeling excellence, you will be able to add more value to your team and your clients.

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

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

Advanced Financial Modeler (AFM) accreditation

Regular Price $695 USD

$495 USD for CFA Candidates

$595 USD for CFA Charterholders

Become an excellent financial modeler and validate your skills with the AFM accreditation.

Become an excellent financial modeler and validate your skills with the AFM accreditation.

The Advanced Financial Modeler (AFM) accreditation is FMI's flagship program.

As a candidate, you can use FMI's learning resources (or the CFA PSM) to prepare for the AFM exam, a rigorous, proctored, 4-hour online exam in which you will be provided with a case study and be required to build a 3-statement model of a company from scratch, similar to the model in the PSM.

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

Once you attain the AFM accreditation, you will be able to...

 Validate your 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

Frequently Asked Questions

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 15 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. 

How do I enroll?

 

To qualify for these exclusive discounts, click the enroll now below and upload your CFA credentials, and you will receive a discount code for your registration.

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