TAS professionals earn FMI certifications

Transaction Advisory Services (TAS) Senior Director Smith Lim recently passed the global Level 2 Chartered Financial Modeler (CFM) exam. Meanwhile, TAS Senior Associates Aimee Dapon and Francis Patrick Lim and TAS Associate Nadia Kristina M. Ona passed the global Level 1 Advanced Financial Modeler (AFM) exam. All four now hold their respective designations as certified by the Financial Modeling Institute (FMI).

As the first of three certification levels offered by the FMI, the AFM exam covers financial model layout and best practices, intermediate-to-advanced Microsoft Excel skills, scenario analysis, accounting fundamentals and model schedules. The

Level 2 CFM exam touches on complex modeling topics and certifies thorough understanding of financial modeling, financial analysis and advanced Microsoft Excel.

Kudos to Smith, Aimee, Patrick and Nadj!