Professional Financial Modeler

Certification for Financial Modeling Professionals
Professional Financial Modeler

Certification for Financial Modeling Professionals

PFM Blog - Professional Financial Modeler


Why do you need PFM?

Many people associate financial model with something related to catwalk. Although we cannot blame them for the misconception, it may lead to missed career opportunity.

Financial modeling is a field in finance which deals with the forecast, development and analysis of the future of a company or asset. In corporate finance, it is used to predict the future prospect and value of an investment.

Financial model is also an important job function in financial professions, namely:

  1. Financial and research analyst
  2. Investment banker
  3. Fund manager and investor
  4. Corporate planner and strategist
  5. Business development
  6. Risk manager
  7. And others…

As you know, those jobs are among the most highly paid jobs in financial sector, and the competition to obtain and advance in those careers are tough. Strong financial modeling skill and analysis is a must to excel.

Developing a sound model needs a specialized expertise to obtain accurate analysis and make correct strategic decision. Since analysts are in constant pursuit to stay ahead of competitors for best values and opportunities, they must keep on learning the most progressive modeling techniques and knowledge which requires advanced learning and sometimes must consider taking professional degree as a prove of skill to employer and clients.

So, learn more on how to master the financial modeling knowledge and sharpen your analysis.

Be a Professional Financial Modeler now.

About PFM

Professional Financial Modeler (PFM) is professional certification program which awards PFM designation for those who have attended preparation class and pass a full day single level exam. The curriculum covers the field of financial model, which deals with forecasting the future of financial condition pertaining to a company or project, preparing projection on company finances, equity and project valuation, feasibility analysis and risk analysis

PFM preparation and examination is a highly interactive program designed to deliver practical understanding on effective financial modeling. The program covers many subject areas and and through real-life case studies, the emphasis will be on practical approaches.

PFM Curriculum embeds new concepts and models which are not delivered in other modeling classes where some concepts are proprietary to PFM Program

PFM has adopted Sustainable Financial Modeling principles to ensure that a model developed has reasonable and adequate basis on model preparation process with emphasis on model reasonableness in the long run

PFM Curriculum is outlined in PFM Body of Knowledge (PFM BOK). There are two important aspects which have become the pivot points in the development of PFM BOK

  • Focus on financial model sustainability
  • Financial models must reflect realistic future condition with strong common sense and avoidance of conceptual mistakes which may cause wrong valuation or erroneous decision making

  • Valuation coherence with multiple asset classes
  • Financial model should not be developed in static or stand alone format, but rather be linked to the movement and valuation of other asset classes (Fixed Income, derivatives, property, currency, NPV, human capital and others) to enable greater understanding in regards with the dynamic change of asset valuation and more accurately measure the risk involved

    PFM Preparation class is available as public lass and inhouse class. Number of delivery days will depend on discretion of local provider by considering several factor including the level of knowledge of the participants. The default delivery day for public class for practitioner or intermediate to advanced participants is 4 days

    PFM Examination may be taken after participant fully attend full set of preparation program which may take 4 days or more depend on the setting of the preparation program conducted by offline training provider in your area

    Participants will sit on a whole day examination, in which participants will face two sets of exam: Multiple Choice and Computer Practice Exam. Those who pass both exams will be awarded the right to use PFM Professional Designation which is administered by International Financial Modeling Institute

  • Benefits of the program:
    • Strong and applicable curriculum, employing methods which will improve prediction and valuation quality
    • Applicable to most industries by using conversion techniques
    • The rigorous exam ensures that the participant knowledge retention rate will be much higher than non exam training. The exam also ensures that the designation holder already meets a certain standard. This is the key benefit obtained by companies who send their people to take PFM program.
    • Full of Excel based practice to ensure that the curriculum can be applied in real life situation
    • Participants who pass exam will be awarded Professional Financial Modeler (PFM) international designation
    • Access to financial modeling community
    • There will be no modeling software used or promoted. Only use Excel
    • Focus on core modeling skill
    • Very cost efficient compared to attending financial modeling classes delivered many providers, and also, the cost already covers certification Fee.

    Financial Modeling profession exists and thrives in almost all corporation and institutions who has the interest of making business forecasts and valuations. PFM graduates will find place in nearly every major banking institution, government regulator, consulting firm, financial services institution and real sector corporations around the world.

    Requiring the successful completion of a rigorous, practice-oriented examination, the Professional Financial Modeler (PFM) designation provides a bedrock foundation in a profession and industry that is rapidly evolving. PFM is designed as a one-stop solution for knowledgeable individuals which cannot devote more than necessary time to achieve mastery in financial modeling. This designation is also a benchmark for financial modelers as obtaining the right to this professional designation is a undisputable proof prowess in financial modeling.

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