Professional Financial Modeler

Overview

A Registered Training Provider (RTP) is an independent organization formally recognized by IFMI to deliver preparatory training programs for the Professional Financial Modeler (PFM) Examination. RTPs may operate in specific countries, regions, or markets, and may offer offline, online, or blended delivery methods.

Becoming an RTP

Before being granted RTP status, a provider must sign an agreement with IFMI and commit to:

• Delivering preparatory programs that reflect professional and ethical standards.
• Using the latest PFM Body of Knowledge as the primary reference for program design.
• Respecting IFMI’s impartiality and compliance policies at all times.

Responsibilities of RTPs

• Curriculum Alignment – Programs must be based on the current version of the PFM Body of Knowledge, with flexibility for providers to include additional learning materials that enhance participant understanding.
• Program Purpose – Programs described as “PFM preparation” should primarily support participants in preparing for the PFM Examination.
• Candidate Support – RTPs may encourage participants to pursue the PFM Examination after completing their training.

Benefits of Partnership

Becoming an RTP offers organizations a platform to contribute to the professional development of financial modelers while gaining visibility as a trusted training provider in the global market. Benefits include:

• Recognition – Formal acknowledgment by IFMI as an RTP, signaling alignment with international standards.
• Credibility – Use of the IFMI RTP designation enhances institutional reputation and program marketability.
• Access to Standards – Direct reference to the PFM Body of Knowledge ensures training content remains current and relevant.
• Market Reach – Opportunity to serve candidates preparing for the PFM Examination across regions and industries.
• Collaboration – Engagement with IFMI in supporting the development of professional financial modeling as a discipline.

If you would like your company or Institution to become a Registered Training Providers for a country or region, contact info@professionalfinancialmodeler.org for more information.