FMI's Exclusive Offer for CFA Society Switzerland
Demonstrate your financial modeling skills with the Advanced Financial Modeler (AFM) accreditation.
Demonstrate your financial modeling skills with the Advanced Financial Modeler (AFM) accreditation.
With the addition of Practical Skills Modules to its program, CFA Institute has recognized the importance of financial modeling knowledge. This is because financial modeling plays an integral role in decision making with modelers informing key transactions and critical business decisions.
In partnership with CFA Institute, Financial Modeling Institute developed the Practical Skills Module on Financial Modeling.
Now you have the opportunity to strengthen and validate your financial modeling knowledge and skills. When you develop your financial modeling abilities, you will be able to add more value to your team, your clients and your stakeholders.
The AFM program is designed to equip you with the necessary skills to make accurate and informed financial decisions.
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
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
“The FMI is addressing a large unmet need by ensuring that new hires and existing employees have exceptional financial modeling skills. Employers globally are realizing that the FMI is establishing the new standard.”
Paul Smith, FCA, CFA, MA
Former President and CEO of the CFA Institute
The FMI accreditations help to differentiate candidates in the job market. The exams are very close to our real business.
Peishuang Li, CFM
Senior Associate, Modeling & Data Analytics @ PwC Japan
The FMI are the industry experts at validating skills in financial modeling. Our members regularly enroll in their accreditation exam, to complement their CFA, and their careers are richer for it.
Anne O’Brien,
CEO @ CFA Society San Francisco
These certifications are a game changing event in the field of financial modelling. They are highly practical and the exams are designed to test strong application of accounting and technical skills. I would highly recommend finance professionals pursue these certifications to validate their financial modelling skills
Roy Abbas, AFM
Portfolio Reporting & Analytics @RBC
Achievement of an FMI certification is a strong differential among our students. Recruiters can trust that students who have passed the FMI exam have a high competency in financial modeling.
Marie José Beaudin
Executive Director, Soutar Career Centre, Desautels Faculty of Management, @ McGill University
AFM Candidates are provided with:
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.
If you have any questions please reach out to info@fminstitute.com.
