LEVEL 3: MASTER FINANCIAL MODELER (MFM)

The “Black Belt” equivalent of financial modeling. This program will commence in the near future and can be undertaken after successful completion of Level 1: AFM and Level 2: CFM.

What is the MFM?

The Master Financial Modeler (MFM) is the highest level of accreditation achievable. It recognizes the Financial Modeling expertise of professionals who can support the increasingly complex forecasting and financial analysis needs of global organizations and effectively translate business strategies into analytical advantage.

Who is it for?

Level 3 (MFM) is for Professionals who:

  • Typically work at Director/Partner level or as specialist modeling consultants
  • Are responsible for the entire financial modeling operation
  • Are leaders of major financial modeling projects
  • Serve as a coach/mentor for lower-to-intermediate level financial modeling employees

MFM COMING SOON

Level 3 Topics Covered

During this 4-hour exam, candidates will complete and interpret a selection of independent complex questions covering a selection from the following master-level modeling topics:

  • Acquisition/divestiture scenarios
  • Refinancing transactions
  • Leveraged buy outs
  • Budget modeling (rolling forward, comparing original budget to revised budget actuals)
  • Go/no-go project modeling (expansion modeling, new business opportunities)
  • Consolodation/aggregation (roll-up to parent, inter-company consolidations)
  • Circularity (auditing, circuit breaker)
  • Fixing/auditing a broken model
  • Model protections/security
  • Communications of results (dashboarding/flags/charting)
  • Monte Carlo Simulation
Accounting100%
Finance100%
Financial Analysis100%
Valuations100%
Microsoft Excel100%

Progress towards the MFM