Structure

Finance experts worldwide are showing an increased interest in the qualification program Certified Financial Modeler. We strive to meet the challenges of the complex topic of financial modeling as well as of the international nature of the finance sector.

The Certified Financial Modeler training course is based on the textbook “Financial Modeling”. This book is published in the German language by Schäffer-Poeschel Verlag in the 2nd edition. In English the book will be published by Macmillan in Spring 2017. Editors are Dietmar Ernst and Joachim Häcker.

The Certified Financial Modeler training course consists of the following three modules:

Module 1: Foundations of Financial Modeling

Here the following conceptual and technical foundations of financial management are provided.

  • Financial Modeling Standards
  • Model Review
  • Financial Modeling with Excel
  • as well as Financial Modeling with VBA.

Module 2: Application of Financial Modeling

This module focuses on applying financial modeling techniques to the following topics in finance:

  • Financial Management
  • Corporate Finance
  • Portfolio Management
  • as well as Derivatives

Module 3: Development of a Unique Financial Model

Here Certified Financial Modeler candidates develop their own financial model in Excel and if applicable in VBA including a professional documentation. Alternatively, the Certified Financial Modeler candidate can choose to write an academic paper on a financial modeling topic.

Upon passing all three modules, the candidate will receive the Certified Financial Modeler Certificate and earn the professional title Certified Financial Modeler.