Certification in Financial Modeling & Valuation Program in Lucknow
Understanding the Gamut of Financial Modeling
Financial modeling is the route to interpret a company’s financial performance with the help of mathematical representations. The model helps decision-makers and key stakeholders understand the financial health of their business and throws light on the projected earnings and expenses of the company, based on historical data.
In our financial modeling course in Lucknow, we help our students get acquainted with the key components of financial modeling including income statements, cash flow statements, balance sheets, and other financial metrics. They are taught about the different models to get a better grasp of subject matter, whether it is the LBO model, merger models, DCF model, or understanding the nitty-gritty of comparative company analysis.
Why CFI for Financial Modeling Course in Lucknow?
Professionals working in the sector of financial modeling need to be well-versed with accounting and financial analysis. They need to be equipped to understand in-depth financial statements and business operations.
CFI, an established leader in the professional training and academic domain, offers a comprehensively developed Financial Modeling Course in Lucknow that helps them gain meaningful insights into the financial performance of a company. The curriculum also covers topics related to budgeting, forecasting, and valuation to enable students support strategic planning, improve their budgeting accuracy, and improve investment analysis.
The course is led by industry veterans and expert instructors who have abundant real-world experiences. The instructors and the faculty offer personalized attention to students to facilitate better learning. Students can either opt for classroom sessions or online training, as per their convenience. All theoretical concepts are backed by practical training, projects, and case studies.
Tools & Platforms Covered
MS Excel PowerPoint SEC Database AI Tools
Sandeep Agrawal
ex Acuity & Evalueserve IBD
CFA Charterholder
Jai Malhotra
ex NTT Data, SBI Cards, Deloitte | B Com, LLB
MS Excel Trainer
Shraddha
American Express FP&A
Chartered Accountant
Shahzor Maka
Ex Tristone
BTech, MBA
2.5 Months . 13 Modules . 100+ Hours
- Using AI and ChatGPT in MS Excel- New
- Keyboard Accelerators and Shortcuts
- Create and Customize the Excel List
- Data entry with Auto Fill Feature
- Working with Advance Cut, Copy, Paste Command
- Use of Find and Replace
- Using Paste Special
- Sorting and Filtering
- Advance Formatting
- Mathematical Functions
- Text Functions
- Statistical Functions
- Date & Time Functions
- Array Functions
- Database and Logical Functions
- Reference and Lookup Functions
- Financial Function
- What if Analysis (Goal Seek, Scenarios, Data Table)
- Pivot Table and Pivot Chart Reports
- Dashboard Creation and Visualization
- VBA Macro Basics
- Most used chart creation including Bar, Stacked, Line, Pie, Waterfall, Football Field etc
- PPT training for writing, formatting and alignment
- Best practices and shortcuts for pitch creation, overview slides, chart pasting
- Introduction to Financial Statements
- Understanding Income Statement, Balance Sheet and Cash Flow and Key Line Items
- Reading, Skipping and Skimming Annual Report
- Understanding Management Discussion & Analysis (MD&A)
- Ratio Analysis and Interpretation
- DuPont Analysis
- Modeling for 3 Financial Statements
- Revenue and Cost Modeling
- Building Supporting Schedule including Depreciation, Working Capital, Debt, Equity, Asset Schedules etc
- Building Scenarios (Base, Best, Worst Cases)
- Maintaining, Updating and Model Adjustments for Corporate Actions (CACS)
- Keeping the Model Dynamic
- Cost of Equity Modeling
- Cost of Debt Modeling
- WACC Calculation Best Practices
- Cash Flow Modeling (FCFF / FCFE) and Terminal Value Calculation
- Approaches to DCF Valuation
- Football Field Analysis and Discussion
- Introduction to Comparable Companies Analysis
- Select the Universe of Comparable Companies
- Locate the Necessary Financial Information
- Spread Key Statistics, Ratios, and Trading Multiples
- Determine Valuation using Comparable Companies
- Adjustment / Normalization of EBIT, EBITDA and Net Income
- Adjustments of Options, Warrants and Restricted Stock Units for Dilution/li>
- Concept of Calendarisation and Last Twelve Months
- Interpreting Results
- Introduction to Precedent Transactions Analysis
- Select the Universe of Comparable Acquisitions
- Locate the Necessary Deal-Related and Financial Information
- Spread Key Statistics, Ratios, and Transaction Multiples
- Benchmark the Comparable Acquisitions
- Determine Valuation using Comparable Acquisitions
- Normalization of EBIT, EBITDA and Net Income
- Interpreting Results
- Introduction to Project Finance
- Sources and Uses of Funds
- IRR, Modified IRR, NPV, Profitability Index and Discounted Payback Period
- Project Finance – Case Study
- Real Estate Modeling – Overview
- Understanding NOI, Cap rate, CoCR, Debt Amortization, among others
- Real Estate Modeling – Case Study
- Use of Financial Models in Pitchbook
- Flow of M&A / Restructuring Transaction
- Introduction to company profile – best practices to follow
- Discussion on live case
- Sector Models – i.e., Retail, Auto, E-Commerce, FMCG, among others
- Statistics Models
- Interest rates and Economics
- Tricky concepts – Levered / Unlevered (Beta, Cash Flow, IRR), TSM, Shares Out vs Weighted Avg Shares
- Doubts and Reference Materials
Post Classroom Sessions, candidates are asked to complete an integrated project covering all the training aspects of program. The project helps candidates get the hold of the concepts and make them aware about best practices.
- Do’s and Don’ts of Interviews Process
- CV Edits and LinkedIn Profile Building
Candidate will have to sit for Mock Interview and clear the rounds to become eligible for placements
Financial Modeling & Valuation - Course Fee
100% Placement Support
CFI Education provides placement assistance to all the candidates who complete our in-house Financial Modeling or Investment banking programs. Apart from technical classroom training, we prepare candidates for soft skills, and conduct mock interviews. Once they feel confident, they can start applying for various job opportunities provided by our dedicated placement team. The placement process is usually start at 8th week of the training program.
We charge a placement fee of 5% of annual fixed ctc. This fee is applicable only when candidates is selected through our placement team efforts and accepts the job offer. Contact our team to know more about how CFI Education can help you launch your career in core finance domain.
Minimum Requirements
Education
Graduation degree or 1st year student
Tech
Laptop with MS Excel 2019+ or Office 365
Pre-Knowledge
Commerce, finance, economics background preferred but not mandatory
Career Outcomes
Where CFI Education Graduates Work
Financial Analyst
Research, financial statement analysis, ratio analysis, and prepare company profile, reports, earning notes
IB Analyst / Associate
Ratio analysis, research, build models, valuations, and support deal execution for bulge bracket & boutique banks
Private Equity Analyst
Benchmarking, sector analysis, build models, valuations, and support on the PE firm in day-to-day work
Equity Research Analyst
Research work, benchmarking, DCF models, company profile, equity report writing, and earning notes
Credit Analyst
Annual filings analysis, ratio analysis,benchmarking, covenant analysis, credit memo preparation
Real Estate Analyst
Commercial and residential real estate models, IRR, NPV based models, cap rate, DSCR, debt amortization, waterfall analysis
Top Hiring Companies for this Program
Success Stories of Successful Students
Sanuj
“My experience with CFI Education was truly exceptional. The Financial Modeling and Valuation course was meticulously designed, offering a comprehensive and in-depth understanding of financial concepts. The course content was well-structured, breaking down even the most complex topics into simple, actionable insights, which made the learning process both effective and engaging.
The placement team went above and beyond, providing end-to-end support throughout the placement process. From personalized guidance on resume building and profile enhancement to conducting rigorous mock interview sessions, they ensured that we were well-prepared to face real-world challenges with confidence.
In addition to technical expertise, the course emphasized practical application and industry relevance, which greatly enriched the learning experience. I am grateful to CFI Education for their unwavering support and dedication, and I would highly recommend this course to anyone looking to excel in Financial Modeling and Valuation”
Rishabh Jha
“I had a great learning experience with Corporate Finance Institute (CFI). The courses are very well structured and focus on practical financial skills that are useful in real-world scenarios. The instructors explain complex concepts in a simple and clear way.
I would also like to appreciate the placement team, who were very supportive throughout the process and helped me get the right opportunity. Their guidance and support played an important role in helping me start my career in finance.
Overall, I highly recommend CFI to anyone who wants to build a strong foundation in finance and grow their career.”
Akash Kumar
“The Financial Modeling course at CFI strengthened my fundamentals in valuation, financial modeling, and financial statement analysis. The guidance from Sandeep Sir, Shahzor Sir, and Divyam sir was excellent and made learning practical and engaging. A great addition to my financial modeling and valuation preparation.
Yash Sahu
Had a great experience of learning and practical exposure in this institute. Everyone is supportive and helping from learning phase to placement phase.
90%
Placement Rate
5-10 Lacs
Avg. Salary
60 Days
Avg. Days of Placement
Financial Modeling & Valuation Program - Certification
The FMVP® course is a professional training program that teaches practical financial modeling, company valuation, Excel mastery, forecasting, and real-world case analysis used by finance professionals across sectors. It blends classroom or live online sessions with project work, soft skills training, and industry-ready applications.
This course is ideal for:
- Graduates and postgraduates interested in finance careers
- Finance professionals seeking advanced modeling skills
- CA / CFA / ACCA candidates enhancing practical competency
- Aspiring investment bankers, equity research analysts, and financial analysts.
You’ll gain industry-ready skills including:
- Advanced MS Excel (including AI/ChatGPT tools)
- Financial statement analysis
- Building 3-statement financial models
- Valuation methods (DCF, comparables, transactions)
- Project Finance Modeling
- Real Estate Modeling
- Pitch and Profile
- Sector Models, Statistics and Economics Basics
- Scenario planning, revenue modelling
- Capstone project and modeling tools used in real finance roles.
The typical structure includes:
- Live classroom or online training
- Hands-on project work
- Soft skills & CV building
- Mock interview sessions
Placement support upon completion The program’s balanced approach prepares you technically and professionally for finance roles.
Yes. Upon successful course completion and assessment, you receive a CFI Certification.
Duration varies by mode (live classroom, online, or self-paced), but typical programs span 2-3 months, depending on batch schedules and pace.
No — while a basic understanding of accounting or finance helps, the FMVP® is designed to take you from foundational Excel and financial analysis to advanced modeling and valuation, making it suitable for beginners and experienced learners alike.
On successful completion of all training modules, project work, and evaluations, candidates are awarded a Certificate in Financial Modeling & Valuation Professional (FMVP®) — an industry-oriented credential that demonstrates practical competency.
Graduates of the FMVP® can target roles such as:
- Financial Analyst
- Investment Banking Analyst
- Equity Research Analyst
- FPA (Financial Planning & Analysis) Specialist
- Corporate Finance Associate
Business and Strategy Analyst These skills are in demand in corporate finance, consulting, banking, and investment firms.
Yes — the FMVP® includes 100% placement support to students who complete the training. Placement assistance begins after the technical and soft skills phases, helping you build a professional CV, prepare for interviews, and access job opportunities through the institute’s placement team.
Yes — CFI Education provides placement assistance but charges a placement fee of 5% of your annual fixed CTC only if you are successfully placed through the institute’s efforts and accept the job offer. This makes placement support performance-aligned rather than an upfront cost.
According to the official course details:
- Classroom / Live Online: ~₹40,000
- Self-Paced Learning: ~₹25,000
These prices include training, project work, study materials, case studies, and placement support)
Yes — depending on the chosen mode:
- Live sessions: Live classes, class recordings and study materials, placement assistance
- Self-Paced: Class recordings and study materials, placement assistance
Absolutely — the FMVP® integrates real-world case studies and capstone project work giving you practical experience building and analysing financial models that mimic real corporate scenarios.
Yes — the focus on practical skills, real modeling exercises, valuation techniques, and placement support makes it suitable for professionals from non-finance backgrounds seeking to break into finance roles.
Yes — the Financial Modeling & Valuation Professional (FMVP®) program from CFI Education provides 100% placement assistance to candidates who successfully complete the training, project work, and interview preparation. The placement support extends across India (PAN India), meaning candidates from different cities and regions (e.g., Delhi, Mumbai, Gurgaon, Bangalore, Hyderabad) can access career opportunities through the institute’s recruitment network once they finish the course.
To register for the FMVP® course, follow these simple steps:
- Visit the official course page on the CFI Education website: https://cfieducation.in/financial-modeling-course/
- Review the course details, syllabus, fees, and mode of delivery (classroom or online).
- Click “Enroll Now” or “Buy Now” (depending on your selected mode).
- Complete the registration form with your name, contact details, and academic/professional background.
- Choose your payment method and pay the course fee online.
- Once payment is confirmed, you’ll be contacted and receive a confirmation email with access details, class schedule, and further onboarding instructions.
- Alternatively, you can also connect with the institute’s admissions counsellors via phone or email and they will share payment cum registration link. Visit www.cfieducation.in for counsellors via phone or email
Don’t Take Our Word for It. Read Theirs.
Real people, real career upgrades. Check out what our learners are sharing across their networks.
Krishna Saxena
A Milestone Worth Sharing!
After weeks of deep dives into spreadsheets, valuations, and business fundamentals, I’ve successfully completed my Financial Modelling & Valuation certification from Corporate Finance Institute.
As part of the program, I worked on a live project focused on Amazon, where I built a fully integrated 3-statement financial model – connecting revenue forecasts, working capital movements, and valuation outputs.
Get our AI Chatbot access with Financial Modeling & Valuation (FMVP®) Course
- 100+ hours of intensive training and project work, spread over ~2.5 months.
- Strong focus on MS Excel, from basic to advanced, using AI tools and software.
- Classroom + Live Online learning options, with recorded sessions also available.
- Hands-on practical learning through case studies, assessments and an integrated Capstone Project.
Authored by Our Founder.
Our faculty work in investment banking, equity research, and Corporate Finance. They bring live market examples, real deal structures, and career insights.
About the Author
Founder and Executive Director at CFI Education
Sandeep Aggrawal
- 4.8/5 Rating on Amazon India
- Bestseller in Financial Modeling & Valuation
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