Finance Skills Roadmap

Certification in Financial Analysis & Modelling (CFAM)

Total: 120 Hours 60 LIVE Sessions
The Methodology

Why CFAM is
Fundamentally Unique

Interactive Simulation

We use interactive financial tools to establish scenario comprehension and decision-making in a simulated environment—bridging the gap between theory and board-room execution.

Decision-First Learning

Instead of memorizing formulas, you manipulate variables in real-time to see how a 1% change in WACC affects enterprise value instantly.

Explore All Simulations

Monte carlo simulation

Geometric Brownian Motion Simulator

This simulation projects thousands of "multiverses" to calculate the Cone of Uncertainty. You can start by taking a capital and see the various outcomes for the same event. This will help you to prepare for black-swan events and market volatility.

Downside (10th%)

$0

Median Expectation

$0

Upside (90th%)

$0

The Modern Finance Stack
Excel
Tally / Zoho
Power BI
Orange
Python
Gen AI
LaTeX
Phase 01

Foundation

View 3 Modules +

F1 - Accounting (12 hrs)

• 3 Statements: P&L, Balance Sheet, Cash Flow

• Accounting Process & Frameworks

• Journal to Final Accounts (Manual & Computerized)

• Dealing with Adjustments (Depreciation, provisions, prepaid, accruals)

• Basic Models & How statements link

F2 - Excel Fundamentals (10 hrs)

• Keyboard mastery & Excel Shortcuts

• Basic formulas: IF, VLOOKUP, XLOOKUP etc.

• Conditional Formatting & Data Validation

• What If Analysis & Scenarios

• Range Form & Table Form with Conditional Filtering with Slicers

• Pivot Table & Pivot Charts

F3 - Finance Basics (12 hrs)

• Time value of money

• Discounting & compounding

• EMI & Annuities

• Cost of capital

• NPV, IRR, PI

• Risk & return (CAPM Model & Beta)

• Ratio interpretation & Du-Pont analysis

Phase 02

CFAM Level I

View 4 Modules +

L1 - Business Understanding (8 hrs)

• Business models (B2B, B2C, SaaS, Manufacturing, Trading)

• Revenue drivers

• Cost structures

• Industry analysis

• Preparing basic company reports

• Forecasting Techniques

• Budgeting

• Variance Analysis

L2 - Legal & Taxation (8 hrs)

• Company Law Basics

• Other Corporate laws & Compliances

• GST Law & Compliances

• Income Tax overview & Tax filing

• Depreciation rules for modelling

• TDS/TCS essentials

L3 - Modelling Framework (14 hrs)

• 3-statement linked model structure

• Assumption block

• Revenue build-up

• Expense & cost modelling

• Schedules (Capex, Opex, Working Capital, Debt, Equity etc)

• Linking: P&L → BS → CFS with Indirect Cash Flow Method

• Financial Projection

• Building Financial Models for Startups

• WACC, Discounted Cash Flow Model and DCF Valuation

• Building Financial Models for Listed Companies

L4 - Advanced Excel (10 hrs)

• Nested IFs, INDEX-MATCH-XMATCH

• Power Query, Data Cleaning, PowerPivot

• VBA & Recording Macros, Custom Functions

• Interactive Buttons & Automation

BOOTCAMP 1 (5 hrs)

Intensive Modelling Bootcamp: Hands-on 3-statement model build with live feedback.

Phase 03

CFAM Level II

View 3 Modules +

L2.1 - Business Intelligence (12 hrs)

• Finance dashboards in Excel

• Senior-management reporting

• Power BI/ Tableau

• Storytelling with visuals

• DAX & Model Linking

L2.2 - Advanced Modelling (12 hrs)

• Relative Valuation Models (Comparable, Multiple based, Precedent)

• Banking/Financial services models

• Leveraged Buyout & Merger & Acquisition Models

• Football Field Analysis and Comprehensive Valuation

BOOTCAMP 2 (5 hrs)

Case-based LBO / M&A Model practice.

L2.3 - Analytics & AI (12 hrs)

• Programming with Python for Finance

• IDE (Local & Cloud), 2D & 3D Plotting

• Gen AI tools for automation

• Latex for reporting, Machine Learning for Finance

Phase 04

Proof Of Work

Project Portfolio +

Proof of Work Portfolio

• 1 independent startup company modelling

• Equity research report with Latex

• FP&A Project ( Budgeting / Variance)

• Power BI Dashboard Project

• 1 independent listed company modelling with Valuation

Mock Interview

• Job Readiness Assessment & Feedback

• Project Evaluation & Feedback

Outcome

A complete FP&A Portfolio for LinkedIn, Confidence for interviews, and readiness for roles in FP&A, Equity Research, Corporate Finance, Banking, and Consulting.

Demo Videos
our teaching approach

Program Orientation

Foundations & Journey

Class Demo

understanding variance

Download Program Brochure

Program Investment.

Transparent pricing for your journey from Foundation to Proof of Work.

Phase 01

CFAM Foundation

Essential groundwork for finance professionals.

₹3,000 / $20 USD
  • 50+ Hours of Core Content ( Recorded + Live )
  • Accounting Mastery + Excel for Finance + Tally
  • Financial Analysis + Basic Financial Modelling
Enroll Foundation
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Phase 02 & 03

CFAM Advanced

Basics to Advanced Modelling & AI.

₹10,000 / $100 USD

Bundle Deal: Level 1 + Level 2

  • 150+ Hours content (120 Hours Live )
  • 3 Statement Model, DCF Model, LBO Model, M&A Model
  • Python for Financial Analysis + Power BI + AI Agents
Get Full Access
Phase 04

Proof Of Work Portfolio

Bridge the gap to employment.

₹2,000 / $20 USD
  • 5 Independent Portfolio Projects
  • 1-on-1 Mock Interview + Feedback
  • LinkedIn & Resume Workshop
Add Portfolio

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