Professional skills
Financial Modeling & Valuation Analyst (FMVA®) + Lean Portfolio Management (LPM) for Sales Leaders in Australia
Showing starts assigned to Australia. Change country or city · Global course
Master financial modeling, valuation analysis, and lean portfolio management to drive strategic sales decisions and maximize portfolio value.
THE BIG PICTURE
About this course
This comprehensive 5-day intensive program combines the globally recognized Financial Modeling & Valuation Analyst (FMVA®) certification with Lean Portfolio Management (LPM) principles specifically tailored for sales leaders. Learn to build sophisticated financial models, perform accurate company valuations, and apply lean portfolio management techniques to optimize sales strategies and resource allocation. The program bridges the gap between financial analysis and agile portfolio management, equipping sales leaders with the skills to make data-driven decisions, forecast revenue accurately, evaluate investment opportunities, and align sales initiatives with strategic business objectives. Through hands-on exercises, real-world case studies, and interactive workshops, participants will gain practical expertise in financial modeling, DCF analysis, LBO modeling, M&A valuation, and lean portfolio governance. This course is designed for sales executives, business development leaders, and commercial managers who want to enhance their financial acumen and strategic decision-making capabilities. You will learn to speak the language of finance, present compelling business cases, and lead portfolio prioritization discussions with confidence.
What you’ll learn
- Advanced financial modeling techniques for sales forecasting and revenue projections
- DCF (Discounted Cash Flow) valuation methods for evaluating customer lifetime value and deals
- LBO (Leveraged Buyout) modeling concepts applicable to sales portfolio optimization
- M&A valuation frameworks for assessing acquisition targets and partnership opportunities
- Lean Portfolio Management (LPM) principles for strategic sales initiative prioritization
- Financial statement analysis and interpretation for sales strategy development
- Budgeting and variance analysis for sales operations
- Portfolio governance and value stream management
- Strategic themes and investment horizons in sales portfolio planning
- Lean budgets and guardrails for sales resource allocation
- Excel modeling best practices and advanced formulas
- Data visualization and dashboard creation for sales performance metrics
Course curriculum
Day 1: Financial Modeling Fundamentals & Excel Mastery
Build a strong foundation in financial modeling principles, Excel best practices, and accounting fundamentals essential for sales leaders.
- Introduction to Financial Modeling for Sales Leaders
- Excel Best Practices and Shortcuts
- Financial Statement Analysis for Sales Strategy
- Building Your First Revenue Forecasting Model
- Model Design and Documentation Best Practices
Day 2: Valuation Methods & DCF Analysis
Master discounted cash flow analysis, cost of capital calculations, and valuation techniques for sales decision-making.
- Introduction to Business Valuation Concepts
- Time Value of Money and Discount Rates
- Building a DCF Model - Part 1
- Building a DCF Model - Part 2
- Customer Lifetime Value (CLV) Modeling
Day 3: LBO Modeling & M&A Valuation for Portfolio Decisions
Learn leveraged buyout modeling concepts and M&A valuation frameworks applicable to sales portfolio optimization.
- Introduction to LBO Modeling Concepts
- Building an LBO Model for Portfolio Analysis
- M&A Valuation Frameworks
- Deal Structuring and Financial Impact Analysis
- Case Study: Sales Portfolio Acquisition Decision
Day 4: Lean Portfolio Management (LPM) for Sales Leaders
Integrate lean portfolio management principles with financial analysis to optimize sales initiative prioritization and resource allocation.
- Introduction to Lean Portfolio Management
- Strategic Themes and Investment Horizons
- Lean Budgets and Portfolio Guardrails
- Portfolio Governance and Cadence
- Value Stream Management for Sales
Day 5: Integration, Case Studies & FMVA® Exam Preparation
Apply integrated financial modeling and LPM concepts to real-world scenarios, prepare for FMVA® certification, and develop actionable implementation plans.
- Integrating Financial Models with LPM Frameworks
- Building Business Cases for Sales Initiatives
- Comprehensive Case Study: Sales Portfolio Optimization
- FMVA® Certification Exam Overview and Preparation
- Action Planning and Next Steps
Fees
| Delivery format | Fee per learner | Exam fee |
|---|---|---|
| Live online | $1,149 USD ≈ A$1,660 |
Not included |
| Classroom | $2,200 USD ≈ A$3,175 |
Not 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.
Awarding-body exam and certification fees are not included in the training fee. Confirm the current fee, any applicable tax and what the fee covers in writing before you pay.
Prerequisites
- Minimum 3-5 years of experience in sales, business development, or commercial roles
- Basic understanding of financial statements (P&L, Balance Sheet, Cash Flow)
- Proficiency in Microsoft Excel (intermediate level)
- Experience with sales forecasting and pipeline management
- Laptop with Excel 2016 or later installed
- Calculator for in-class exercises
- No prior financial modeling certification required
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
- Sydney, Australia
- Local timezone
- Australia/Sydney
Venue and full session timetable to be supplied.
Starts
- Training location
- Sydney, Australia
- Local timezone
- Australia/Sydney
Joining details and full session timetable to be supplied.
Starts
- Training location
- Sydney, Australia
- Local timezone
- Australia/Sydney
Joining details and full session timetable to be supplied.
Starts
- Training location
- Sydney, Australia
- Local timezone
- Australia/Sydney
Venue and full session timetable to be supplied.
Starts
- Training location
- Sydney, Australia
- Local timezone
- Australia/Sydney
Venue and full session timetable to be supplied.
Starts
- Training location
- Sydney, Australia
- Local timezone
- Australia/Sydney
Joining details and full session timetable to be supplied.
Frequently asked questions
Is the FMVA® certification exam included in the course fee?
Yes, the FMVA® certification exam voucher (valued at $500) is included in the course fee. You will receive exam access credentials and can take the online exam at your convenience within 12 months of course completion.
What level of Excel proficiency is required for this course?
Intermediate Excel skills are recommended. You should be comfortable with basic formulas (SUM, AVERAGE, IF), cell references, and creating simple charts. We will cover advanced functions and modeling techniques during the training.
Do I need financial or accounting background to attend?
No advanced financial background is required, but basic understanding of financial statements (P&L, Balance Sheet) is helpful. The course starts with fundamentals and progressively builds to advanced topics. Most participants come from sales backgrounds.
What is the format of the FMVA® certification exam?
The FMVA® exam is online, open-book, and consists of multiple-choice questions covering financial modeling, valuation, and Excel skills. You have unlimited attempts within your 12-month access period. Passing score is 80%.
Will I receive templates and models after the course?
Yes, you will receive all course materials including Excel modeling templates, financial model examples, LPM framework documents, and a comprehensive formula library. All materials are yours to use in your work.
Can I bring my company's data for the exercises?
Absolutely! We encourage participants to bring real-world challenges and data (non-confidential) to make the learning more relevant. Instructors can help you apply concepts to your specific sales environment during hands-on sessions.
Is this course recognized by employers and industry?
Yes, the FMVA® is a globally recognized certification from the Corporate Finance Institute (CFI). The combination with LPM training is particularly valued by companies implementing agile portfolio management and data-driven sales strategies.
What ongoing support is available after the course?
You receive 60 days of post-training email support from instructors, 1 year access to our online learning portal with recorded sessions and updates, and one free course retake within 12 months (subject to seat availability).
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