An Introduction to AIFA Certification Exam

The AIFA (Applied Investment & Finance Analyst) certification exams and training courses are designed to enhance the analytical and practical skills of financial practitioners and students. There are five subjects in the AIFA program: Valuation Modeling,Financial Statement Analysis, Credit Analysis, Fixed Income, M&A and PE.

The Valuation Modeling exam, launched in 2010, has been taken by over 10,000 participants all over the world.The exam consists of two parts: Valuation Fundamentals and Modeling.

Pearson VUE currently provides English and Chinese language exam services globally for Valuation Fundamentals.

The Valuation Modeling course is based on Wall Street modeling techniques and has been taught in China hundreds of times since 2002.

These training courses provide specialized modeling techniques and solution strategies for financial analysts. Candidates will be trained to use internationally recognized modeling tools for financial analysis, such as financial projection, valuation, M&A, bond pricing, credit risk analysis, and cash flow projection. During the training classes there are on-site tutors to provide one-on-one coaching.

Financial institutions participated in the exam include but not limited to the followings:
        CITIC Securities
        Haitong Securities
        Guotai Junan Securities
        Wall Street JV Investment Bank
        Huatai United Securities
        Essence Securities
        GF Securities
        China Jianyin Investment Securities
        ICBC International
        Silk Road Fund
        China Reform Fund
        CPE
        Goldstone Investment
        CITIC M&A Fund Management
        Hopu Investments
        CICC Alpha
        Wanda Investment

Many universities have also participated in the exam, including:
        Guanghua School of Management at Peking University
        School of Economics at Peking University
        HSBC School of Business at Peking University
        School of Economics and Management at Tsinghua  University
        Antai College of Economics and Management at Shanghai Jiao Tong University
        Shanghai Advanced Institute of Finance at Shanghai Jiao Tong University
        Fudan University
        Renmin University of China
        Central University of Finance and Economics
        University of International Business and Economics
        Zhejiang University
        Nanjing University
        Sun Yat-sen University