The Financial Modeling Institute (FMI)

The FMI is the first globally-recognized financial modeling accreditation program.

The FMI delivers and administers certifications in financial modeling and seeks to represent the interest of the global financial modeling community.

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History of the FMI

On May 31, 2017, The Marquee Group in partnership with ModelOff, announced the formation of the Financial Modeling Institute (FMI).

Together, we recognized the skills shortage and the need for a universal, credible, accurate and high quality technical certification program for financial modeling.

FMI collaborates with global experts and thought leaders in the field who are committed to promoting best practices, reducing risk and improving standardisation in the financial modeling profession.

Certifications
Level 1: Advanced Financial Modeler (AFM)

Foundational level of certification program and proficiency in building beginner-to-intermediate financial models.

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Level 2: Chartered Financial Modeler (CFM)

Attainable following successful completion of Level 1, and thorough understanding of real-world applications of financial modeling.

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Level 3: Master Financial Modeler (MFM)

Highest level of accreditation achievable and expert in the financial modeling value chain. This program commences in 2020.

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Join the elite network of certified financial modelers

Earn certifications that are revered by the industry.

Visit the FMI Website

FMI offers a top-notch, well-run and efficient financial modeling accreditation service. For exam preparation, they offer clear overviews and fantastic review material so that the candidates know exactly what to prepare for. All information is clear, concise, and complete – no details are overlooked. It was a pleasure to have worked through the process with the FMI.

Kevin Vuckovic, AFM Equity Capital Markets Analyst, Canaccord Genuity