Standards

Welcome to the standards section of the Global Corporate Finance Society (GCFS), which serve to help promote the careers of professionals who have completed the Financial Modeling and Valuation Analyst (FMVA)™ certification.

 

Ethics and Standards

Read more about the GCFS code of ethics for its members. This code exists to help members act with the utmost professionalism.

GCFS Ethics and Standards require members to:

  • Present financial information in an accurate and fair manner
  • Uphold the highest level of professionalism at all times
  • Continuously improve technical and non-technical skills
  • Avoid conflicts of interest and disclose them if they arise
  • Comply with all laws and regulations in their jurisdiction

Members must comply with these standards and ethics in order to maintain their FMVA™ designation.

 

 

Analyst Principles

Having principles is absolutely essential for succeeding in life and as a financial analyst. Below are the unique principles that all analysts with the FMVA™ designation are encouraged to adhere to.

Financial Analysis Principles include:

  • Simplicity is greater than complexity (i.e. “simplicity is the ultimate sophistication”)
  • Structure of financial models requires a clear distinction between drivers and outputs
  • Formatting should be consistently and systematically used to keep models organized and easy to use
  • Presentation of information and data should be visually appealing and easy for users to understand
  • Accuracy is essential and models should be carefully audited and tested to ensure accuracy
  • Strategy and big-picture thinking must be incorporated in an iterative approach to modeling