Financial Modelling & Valuation Analyst (fmva®) Certification for 1 X Delegate This Certification Takes 3-6 Months

POS9932

See details below or the tender documentation

Tender Closed on: 2026-08-25 17:00

Consulting Services, Education, Training, Mentorship and Coaching

Gauteng, Pretoria

Technology Innovation Agency

Scroll down for tender details and to access the tender documents

Technology Innovation Agency Tenders

Account Functions

You will need an account login to View Tender Documents, Create a Business Listing on the site or to add your details to show your interest in joining a Joint Venture or working as subcontractor for this tender


  • Sign Up
Or Login Using
Please wait. Signing you in...
Or Login Using
Please wait. Signing you in...
Lost your password? Please enter your username or email address. You will receive a link to create a new password via email.
Tender Number: POS9932
Department: Technology Innovation Agency
Tender Type: Request for Quotation
Province: National
Closing Date: Tuesday, 25 August 2026 - 17:00
Place where goods, works or services are required: 83 Louis Avenue - Menlyn - Pretoria - 0063
Special Conditions: All submission via email please
ENQUIRIES:
Contact Person: Mapule Msiza
Email: [email protected]
Telephone number: 012-472-2752
FAX Number: N/A
BRIEFING SESSION:
Is there a briefing session?: NO Is it compulsory? NO
Briefing Date and Time:
Briefing Venue:

This tender is also available from www.etenders.gov.za


Tender Summary

Objectives

The primary objective of this tender is to secure a certified training provider to deliver the Financial Modelling & Valuation Analyst (FMVA®) certification programme for a single delegate. The training must be comprehensive, covering all phases of the curriculum, and must culminate in the delegate obtaining the official FMVA® certification upon successful completion of all assessments and final examinations. The service provider must deliver the exact certification programme as specified, without substitution or omission of any modules.

Scope of Services

The scope encompasses the full FMVA® certification programme, which is structured into three distinct phases and is expected to take between 3 to 6 months to complete. The provider is responsible for delivering all course materials, instruction, assessments, and the final certification exam.

  • Phase 1 – Fundamentals: Covers Excel fundamentals (quick start, formulas for finance), accounting fundamentals, reading financial statements, corporate finance fundamentals, math for finance professionals, workflow best practices, the role of the FP&A professional, and AI for finance workflows and governance.
  • Phase 2 – Core Financial Analysis & Modelling: Includes financial analysis fundamentals, financial modelling guidelines, introduction to 3-statement modelling, auditing and balancing models, operating modelling, introduction to business valuation, DCF valuation modelling fundamentals and applied modelling, comparable valuation fundamentals, forecasting techniques, scenario and sensitivity analysis, Excel data visualization & dashboards, PowerPoint & pitchbooks, and professional ethics.
  • Phase 3 – Advanced Specialisations: Covers monthly cash flow modelling, advanced Excel formulas & functions, comparable valuation analysis, mining financial model & valuation, startup/e-commerce financial model & valuation, corporate & business strategy, introduction to bank valuation, normalizing income statements, real estate financial modelling, communication & presentation skills, strategic problem solving, and sell-side equity research.

The service includes all required assessments, exams, and the issuance of the certification upon successful completion.

Technical Requirements

The service provider must be an accredited provider of the FMVA® certification. The training must cover the specific technical software and methodologies integral to the programme, including advanced Excel functions, 3-statement financial modelling, DCF and comparable valuation analysis, scenario/sensitivity analysis, and data visualization techniques. The provider must have the infrastructure to deliver the course, whether online or in-person, and must administer the official FMVA® exams. The final certification awarded must be the official FMVA® credential.

Skills Requirements

The training must equip the delegate with skills across the following weighted competencies, which form the core of the certification:

  • Financial Modelling – 35%
  • Accounting – 20%
  • Valuation – 15%
  • Financial Planning & Analysis (FP&A) – 10%
  • Excel – 8%
  • Data Visualization – 7%
  • Qualitative Business Analysis – 5%

Important Administrative & Compliance Terms

This tender is subject to specific procurement regulations. The evaluation will use the 80/20 preferential point system, where 80 points are allocated for price and 20 points for specific goals related to historically disadvantaged individuals, Black women ownership, disability, and youth ownership. Bidders must be registered on the Central Supplier Database (CSD) and must submit the required SBD 4 and SBD 6.1 forms along with their quotation. The quotation validity period is 30 days. Payment will be made within 30 days of successful delivery, in accordance with the National Treasury Act. Bidders must also complete a Bidder's Disclosure form regarding any employment relationships with organs of state and declare any conflicts of interest.

This summary is AI generated. Download the tender documents for all the information.

How to Submit a Response / Quote to this Tender

The information needed for submitting your quote is in the description of the tender and the Tender Documents. You will also need documents and templates supplied by the entity that issued the tender, in order to supply the correct business and quote information.

To get the Tender Documents, click on the “Download Tender Documents” button below. This will take you to the Download page for this specific tender. To download the documents, you will need to create a Free Download account and then Login to this account. There is a Registration and Login form on the Download page, or above the tender description on this page. There are also Register and Login links at the top of all pages of this website.

Once you have the Tender Documents, complete them with your details and the quote details and submit to the entity or organisation that issued the tender. The details and method to submit are in the tender description and the tender documents.

Joint Ventures, Consortia and Subcontracting:

Most large tenders are composed of tasks in a number of different fields, and it is not always possible for a single company to cater for all of them, and therefore Joint Ventures and Consortia are formed to then submit a tender together.

Government tenders are also requiring the subcontracting of a percentage of the tender work, and the trouble is then finding Subcontractors to comply with the tender requirements

To assist companies with finding tender partners and subcontractors, you can now submit your contact details and company information on this page, so other interested parties can contact you for purposes of forming Joint Ventures and subcontracting

You will need to supply your details on every tender you are interested in tendering for. For this you need an active Business Listing - Register and Login at My Account to create a Business Listing

NOTE: This is not a tender application form, it is meant to facilitate the meeting of partners to form a Joint Venture or Subcontractor relationship for this tender only


To submit your details for this tender, you will need to Register an account - see the Registration form on this page or go to My Account

If you already registered, please login at My Account

You will also need to create a Business Listing in order to show your information here

Why not let us send tenders to your inbox?

from R120 per month