Professional skills
Financial Modeling & Valuation Analyst (FMVA®) + Lean Portfolio Management (LPM) for Sales Leaders in Riyadh
Showing starts assigned to Riyadh. Change country or city · Global course
Five-day course where sales leaders build financial models, value deals, and apply lean portfolio management to prioritise commercial bets.
THE BIG PICTURE
About this course
The Financial Modeling & Valuation Analyst (FMVA) certification is awarded by Corporate Finance Institute (CFI). It recognises practical capability in financial analysis, spreadsheet modelling, and valuation used across corporate, commercial, and investment finance roles. Across five days you will build robust three-statement models, perform DCF and comparables valuations, and work through LBO and M&A cases. You will also apply Lean Portfolio Management to prioritise sales initiatives, align funding to outcomes, and create dashboards for evidence-based decisions. Structured labs, case studies, and peer reviews ensure hands-on practice. The FMVA credential is obtained directly with CFI by completing their prescribed online curriculum, assessments, and a final exam within the CFI platform. There is no standalone voucher or test-centre exam; candidates register with CFI and sit the exam online once programme requirements are met. Corporate Finance Institute (CFI) owns the certification scheme. MindClick provides training and exam preparation and is not an accredited or authorised partner.
What you’ll learn
- Build clean, auditable three-statement financial models with robust checks and version control
- Produce DCF valuations and trading/transaction comparables with clear assumptions and drivers
- Evaluate LBO and M&A cases, modelling sources and uses, returns, and accretion/dilution
- Translate sales initiatives into a lean portfolio backlog and prioritise using WSJF within guardrails
- Design portfolio dashboards linking pipeline, value hypotheses, and financial KPIs
- Communicate investment cases with concise charts, scenarios, and risk narratives for stakeholders
- Align funding to outcomes using lean budgeting and lightweight governance practices
- Create a personal study plan and complete FMVA-style practice questions to prepare for CFI’s assessment
A CLEAR PATH FORWARD
5-day course agenda
5 instructor-led days (40 contact hours) mapped to the exam domains. Each day combines short concept sessions, hands-on practice on a running case study and exam-style questions.
- Learning route
- 5 recommended days
- Practical work
- 5 guided activities
- Finish with
- Mock exam + certification exam
Take a look at each day. Open a section to see the topics and practical work.
Day 1Financial Modelling Fundamentals & Excel MasteryExcel, modelling standards, accounting and financial statements
What we’ll cover
- 09:00–10:30 · Course welcome; FMVA overview; Excel setup, shortcuts, and formatting standards
- 10:45–12:15 · Accounting refresh: income statement, balance sheet, cash flow; linking the three statements
- 13:15–14:15 · Build a three-statement model skeleton from a trial balance and historicals
- 14:15–15:15 · Modelling discipline: timing flags, circularity control, error checks, and documentation
- 15:30–16:15 · Forecast drivers: revenue, COGS, opex, working capital; seasonality and sanity checks
- 16:15–17:00 · Exam-style practice questions: modelling conventions and core Excel functions
- 17:00–17:30 · Day review, Q&A, and assign homework data pack
Put it into practice
Hands-on lab to construct a clean three-statement model from provided company data, adding integrity checks and schedules. Peer walkthroughs to validate links and reconcile cash flow.
You’ll take away
Three-statement model workbook with checks
Day 2Valuation Methods & DCF AnalysisValuation (DCF and comparables) and sensitivity/scenario analysis
What we’ll cover
- 09:00–10:30 · Recap and homework review; valuation overview, enterprise vs equity value
- 10:45–12:15 · DCF mechanics: free cash flow, WACC estimation, terminal value (Gordon and exit multiple)
- 13:15–14:15 · Build a DCF from the Day 1 model; cost of capital using beta and capital structure
- 14:15–15:15 · Trading and transaction comparables: peer selection, normalisation, and multiples
- 15:30–16:15 · Sensitivity and scenario analysis; tornado charts and communicating uncertainty
- 16:15–17:00 · Exam-style practice questions: valuation concepts and calculations
- 17:00–17:30 · Day review; tidy models and reading list for reinforcement
Put it into practice
Create a DCF valuation using the prior day’s model and compare it with trading comps to triangulate value. Document assumptions and reconcile enterprise to equity value.
You’ll take away
DCF valuation and comparables summary pack
Day 3LBO Modelling & M&A Valuation for Portfolio DecisionsLBO/M&A fundamentals, return metrics, and integration with portfolio choices
What we’ll cover
- 09:00–10:30 · Recap; deal structures, purchase price allocation, and synergy categories
- 10:45–12:15 · Build a simple LBO model: sources and uses, debt schedule, IRR and MOIC
- 13:15–14:15 · Accretion/dilution analysis and pro forma combined statements
- 14:15–15:15 · Integration costs, working capital effects, and value creation levers
- 15:30–16:15 · Investment committee case: go/no-go using sales-led assumptions and risks
- 16:15–17:00 · Exam-style practice questions: M&A and LBO fundamentals
- 17:00–17:30 · Day review and portfolio implications for sales initiatives
Put it into practice
Construct a basic LBO and a merger accretion/dilution analysis for a target, testing leverage scenarios. Present a short go/no-go recommendation with key sensitivities.
You’ll take away
LBO and M&A analysis worksheets
Day 4Lean Portfolio Management (LPM) for Sales LeadersPortfolio vision, lean budgeting, Kanban, WSJF, metrics, and dashboards
What we’ll cover
- 09:00–10:30 · Recap; portfolio vision and guardrails; aligning sales epics to strategy
- 10:45–12:15 · Lean budgeting and participatory funding; balancing capacity and demand
- 13:15–14:15 · Portfolio Kanban and WSJF prioritisation for commercial initiatives
- 14:15–15:15 · OKRs and value hypotheses; defining leading and lagging indicators
- 15:30–16:15 · Visual management: dashboards linking pipeline health to portfolio outcomes
- 16:15–17:00 · Exam-style practice questions: connecting portfolio choices to modelled value
- 17:00–17:30 · Day review and prepare capstone case teams
Put it into practice
Prioritise a portfolio of sales initiatives using WSJF and map funding to expected ROI in the financial model. Produce a lightweight governance view with guardrails and KPIs.
You’ll take away
Sales portfolio Kanban and prioritisation matrix
Day 5Integration, Case Studies & FMVA Exam PreparationIntegrating modelling with portfolio choices; exam readiness
What we’ll cover
- 09:00–10:30 · Recap; integrate DCF/LBO outputs with the portfolio roadmap and funding options
- 10:45–12:15 · Capstone group case: build and present a concise investment thesis
- 13:15–14:15 · Stakeholder storytelling: charts, decks, and narrative with risks and mitigations
- 14:15–15:15 · Mock exam (FMVA-style questions) under timed conditions
- 15:30–16:15 · Mock exam debrief: common pitfalls and calculation walk-throughs
- 16:15–17:00 · Targeted practice questions and last-minute tips by topic area
- 17:00–17:30 · Exam booking and programme steps on the CFI platform; personal study plan creation
Put it into practice
Deliver the capstone presentation and sit a timed mock exam covering modelling, valuation, and analysis. Receive feedback and convert it into a focused revision plan.
You’ll take away
Capstone model, valuation deck, and personal study plan
Bring it all together
Certification exam: Financial Modeling & Valuation Analyst (FMVA), awarded by Corporate Finance Institute (CFI). Confirm the current exam format with the awarding body when you book. Every attendee also receives a MindClick certificate of completion for 40 contact hours.
What you receive
You earn two separate credentials. The sample shows the MindClick training certificate.
- MindClick certificate of completion: 5 days, 40 contact hours, issued to every attendee who completes the course.
- Financial Modeling & Valuation Analyst (FMVA): issued by Corporate Finance Institute (CFI) when you meet its requirements and pass the exam.
Before you choose your learning route
Certification route: The FMVA is issued by CFI upon completing its prescribed online courses, assessments and final exam within the CFI platform; there is no standalone voucher exam.
Session timings are indicative; the trainer may adjust them for the group. Exam details reflect the awarding body’s published information at the time of writing; confirm the current version when you book.
Corporate Finance Institute (CFI) owns this certification scheme. MindClick provides training and exam preparation and is not an accredited or authorised partner of Corporate Finance Institute (CFI).
Fees
| Delivery format | Fee per learner | Exam fee |
|---|---|---|
| Live online | $2,800 USD ≈ SAR 10,500 |
Included |
| Classroom | $4,500 USD ≈ SAR 16,880 |
Included |
Local amounts are indicative only, converted at the rate captured on 2026-10-02. You are charged in USD and your bank sets the final rate.
One awarding-body certification exam attempt is included in the training fee. Confirm the current fee, any applicable tax and what the fee covers in writing before you pay.
Prerequisites
- CFI sets no formal prerequisites for the FMVA, but familiarity with Excel and the basics of accounting and finance is recommended. Bring a laptop with Microsoft Excel (2019 or later) and a charger; a mouse is helpful.
Who is this course for?
- Sales Leaders and Sales Directors seeking to enhance financial decision-making skills
- Business Development Executives managing complex portfolios
- Commercial Managers responsible for P&L and revenue forecasting
- Account Executives handling enterprise deals and strategic accounts
- Sales Operations Managers optimizing resource allocation
- Revenue Operations Leaders driving strategic initiatives
- Sales Enablement Professionals building business cases
- Consultants advising on sales strategy and portfolio management
- Entrepreneurs and business owners managing sales investments
- Anyone transitioning from sales to executive leadership roles
FIND YOUR START
Confirmed batch starts
Choose a published start, then review your offer in the same enrollment flow. A start date is not the full timetable or a seat reservation.
Choose your country & monthStarts
- Training location
- Riyadh, Saudi Arabia
- Local timezone
- Asia/Riyadh
Joining details and full session timetable to be supplied.
Starts
- Training location
- Riyadh, Saudi Arabia
- Local timezone
- Asia/Riyadh
Joining details and full session timetable to be supplied.
Starts
- Training location
- Riyadh, Saudi Arabia
- Local timezone
- Asia/Riyadh
Venue and full session timetable to be supplied.
Starts
- Training location
- Riyadh, Saudi Arabia
- Local timezone
- Asia/Riyadh
Venue and full session timetable to be supplied.
Starts
- Training location
- Riyadh, Saudi Arabia
- Local timezone
- Asia/Riyadh
Joining details and full session timetable to be supplied.
Frequently asked questions
How long is the course?
5 days, 40 contact hours, normally 09:00 to 17:30 with breaks. The agenda follows the exam domains and the final day includes a mock exam.
Is the exam included?
Yes. Outside India the fee includes one certification exam attempt. Retakes are booked and paid directly with the awarding body. The FMVA is issued by CFI upon completing its prescribed online courses, assessments and final exam within the CFI platform; there is no standalone voucher exam.
Are there prerequisites?
CFI sets no formal prerequisites for the FMVA, but familiarity with Excel and the basics of accounting and finance is recommended. Bring a laptop with Microsoft Excel (2019 or later) and a charger; a mouse is helpful.
What certificate will I receive?
Two credentials. MindClick issues a certificate of completion for 40 contact hours to every attendee. Corporate Finance Institute (CFI) issues the Financial Modeling & Valuation Analyst (FMVA) certification when you pass the exam and meet its requirements.
Is MindClick an accredited training partner for this certification?
MindClick provides training and exam preparation and is not an accredited/authorised partner of Corporate Finance Institute (CFI); CFI administers the certification and exam directly via its online platform.
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