GFIA™ gives you practical knowledge.

We provide you the skillset possessed by star analysts of Wall Street’s top firms.

Boosts your resume

GFIA can be included on your resume and LinkedIn profile, which will prove your financial knowledge.

Prepares you for interview

The GFIA curriculum covers all the key concepts commonly tested in finance interviews.

Stand out on the job

You will develop highly practical knowledge that you can use on the job to stand out from peers.

As a GFIA, you’ll possess highly practical skills

Research Companies

Skill Overview

How do you find information on companies? Where do you find information about a company’s financials, such as its revenue, expenses, cash flow, assets, and liabilities? Where should you begin the research?

By the time you become a GFIA™, you will know exactly where to find the information you need and how to analyze businesses in a structured manner.

  • Investing Strategy
  • Annual Reports (i.e. 10-K)
  • Quarterly Reports (i.e. 10-Q)
  • Investor Presentations
  • Press Releases
  • Investor Relations

Build DCF Model

Skill Overview

Building Discounted Cash Flow (DCF) models is an important task for financial analysts. It’s how we determine the intrinsic value of a company.

As a GFIA™, you will be able to confidently build DCF models. You’ll understand the different components in a DCF, such as UFCF and WACC. You’ll also be able to flexibly adjust between different terminal value methodologies.

  • Project Unlevered Free Cash Flow
  • Capital Asset Pricing Model
  • Determine WACC
  • Perpetuity Growth Method
  • Terminal Multiple Method
  • Discount Periods

Analyze Financial Statements

Skill Overview

What are the different line items on the financial statements and what do they represent? How do you extract meaningful insights from the financial statements? How do you project future financials?

As a GFIA™, you’ll be able to analyze financial statements to understand the real story about a company. You’ll also be able to forecast financials in a scientific manner.

  • Income Statement
  • Cash Flow Statement
  • Balance Sheet
  • Forecasting & Projections
  • Calculate Financial Metrics
  • Identify Key Issues

Build LBO Model

Skill Overview

Knowing how to build Leverage Buyout (LBO) models is a requirement for candidates who want to pursue a career in investment banking or in private equity.

As a GFIA™, you will become very familiar with LBO models. You’ll understand how LBOs work, why they are profitable and be able to comfortably build LBO models from start to finish through a structured and organized approach.

  • Purchase Price Calculation
  • Sources & Uses
  • Project Levered Free Cash Flow
  • Debt Schedule
  • Navigate Circular Reference
  • Calculate Investment Returns

Value Companies & Stocks

Skill Overview

Valuation is at the heart and soul of financial analysis. How do you determine what the different businesses and their stocks are truly worth? What are the different metrics that analysts use to measure valuations?

By the time you become a GFIA™, you will be able to value companies and stocks using a wide range of valuation methodologies.

  • Calculate Enterprise Value
  • Calculate Equity Value
  • Determine Intrinsic Value
  • Perform TSM Analysis
  • Wall Street Consensus
  • Valuation Multiples

Understand Capital Structure

Skill Overview

As a GFIA™, you’ll have a strong grasp of the composition of different companies’ capital structure. You’ll understand the different tranches of debt, their common characteristics, and be able to model them in Excel.

You’ll also understand how the different debt tranches can affect a company’s cash flow obligations and valuation.

  • Revolving Credit Facility (RCF)
  • Term Loan A / Term Loan B
  • Bonds and Mezzanine
  • Credit Statistics
  • Key Credit Terms
  • Capital Structure Seniority

Build M&A Model

Skill Overview

Mergers & Acquisition (M&A) are very prevalent. Companies around the world execute M&A transactions worth trillions of dollars every year. Understanding the dynamics of M&A is essential to a successful career in finance.

As a GFIA™, you’ll possess a deep understanding of how M&A transactions work. You’ll be able to build M&A model from start to finish and understand the levers that drive key metrics.

  • Strategic vs. Financial Acquirers
  • Cash vs. Stock
  • Modeling Standalone Financials
  • M&A Synergies
  • Accretion / Dilution
  • Modeling Pro Forma Financials

Build 3-Statement Model

Skill Overview

Knowing the different lines on the 3 financial statements and how they are connected is not enough. A successful financial analyst today needs to be able to build a fully-integrated 3-statement financial model.

GFIAs can build full-blown 3-statement financial models. You’ll know how to link the different lines with one another and diagnose hidden problems that plague many analyst models.

  • Projecting Income Statement
  • Projecting Cash Flow Statement
  • Projecting Balance Sheet
  • Uncommon Line Items
  • Working Capital Schedule
  • Balancing the Balance Sheet

Career Paths

Explore Career Paths

Investment Banking

GFIA™ will help candidates recruiting for roles in M&A, industry coverage and capital markets groups.

Alternative Investments

GFIA™ will help candidates recruiting for buyside investing roles in private equity, hedge funds, and venture capital.

Money Management

GFIA™ will help candidates recruiting for roles in mutual funds, asset management, and private wealth management.

Corporate Finance

GFIA™ will help candidates recruiting for roles such as corporate development, corporate treasury, financial planning & analysis, and investor relations.

“I was asked multiple interview questions about capital structure considering the fact that it’s a shop that does a lot of distressed investing. I believe I fared well with the questions, but I would have been much more crisp/refined in my responses if I’d been able to go through the Lumovest GFIA modules.”

– Citi Investment Banking Analyst

How GFIA Certification Works

1 Create an Account

Sign up is super easy. Just a few clicks and you’re on Step 2.

2 Learn Finance

To receive the Global Financial & Investment Analyst (GFIA) designation, you have to complete all the required courses.

3 Receive Certification

Once all courses are completed, you will receive Lumovest’s Blockchain-Verified GFIA certification within 2 days.

4 Get Verified

Employers can contact Lumovest to verify your credential and
we will verify it for you free of charge.


Students in leading universities around the world use Lumovest’s GFIA curriculum to prepare for interviews.


Professionals at the top global firms use Lumovest’s GFIA curriculum to succeed in their jobs and become a star analyst.

Be a star analyst. Get hired.

Finance Courses

  • Taught by ex-Goldman Sachs IBD instructor
  • 100% online; set your own pace
  • Structured curriculum
  • Easy to understand
  • Download financial models
  • Blockchain-verified GFIA™ Certification

Starting at just

$179 / 6mths

Learn Finance Fast