Certified Financial Modelling Professional [CFMP]-1st Batch

This session lays the groundwork for becoming a proficient financial modeler. Learners will explore the purpose and application of financial modeling across industries and investment scenarios. Emphasis is placed on Excel best practices, formatting standards, and productivity tools—ensuring models are efficient, readable, and scalable. This session sets the tone for professional discipline and structure in model building.

Financial models are only as strong as the financial statements they are built upon. This session revisits the core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and explains how they interconnect. Participants will learn to extract, analyze, and interpret key data points from real company reports, building the foundation for dynamic and integrated financial models.

A financial model’s credibility depends on how realistically it forecasts revenues and costs. In this session, participants will learn to construct driver-based forecasts, using business logic and historical trends to model future performance. Key concepts like unit economics, top-down vs. bottom-up forecasting, and sensitivity testing are explored using hands-on business examples.

Forecasting operational costs and depreciation accurately is critical for budgeting, profitability analysis, and long-term planning. This session dives into modeling operating expenses using assumption-based schedules and introduces techniques for modeling depreciation and capital expenditure. Participants will link their models with broader financial statements for consistency and realism.

At the heart of financial modeling lies the integration of the three financial statements. This session teaches how to link the income statement, balance sheet, and cash flow statement to ensure logical consistency. Learners will master working capital adjustments, depreciation rollforward, and the indirect cash flow method, creating a dynamic and interconnected model.

Business decisions are rarely based on a single set of assumptions. This session introduces scenario and sensitivity analysis tools within Excel to model uncertainty and risk. Participants will create flexible models with switches, data tables, and visualization tools like tornado charts—enabling decision-makers to explore a range of outcomes and prepare for volatility.

Valuation is a key application of financial modeling. In this session, learners will apply the Discounted Cash Flow (DCF) technique to estimate a company’s value using future free cash flows. Key concepts such as WACC, terminal value, and equity vs. enterprise value are covered in-depth, with models built from previously constructed financial statements.

This module represents the culmination of your financial modelling journey, where theory meets practice. You will move beyond isolated exercises and apply your comprehensive skill set to complex, real-world business scenarios. This module is designed to simulate the responsibilities of a financial analyst, challenging you to build a robust and dynamic financial model from the ground up. Through hands-on case studies and a significant final project, you will not only demonstrate technical proficiency but also develop the critical thinking, analytical rigor, and presentation skills essential for informing strategic business decisions. The iterative process of receiving and incorporating feedback is a core component, ensuring your final deliverable is both accurate and compelling.