The Certified Financial Data Professionals (CFDP) is a globally respected foundation-level certification exam that validates your ability to work with financial data using modern tools and techniques. It confirms that you understand how to extract, analyze, and interpret financial data for decision-making—without needing to enroll in a course.

This exam certifies that you can think like a financial data analyst, apply Excel, Power BI, and SQL in finance-specific contexts, and align your work with financial principles, business performance, and reporting standards.

✅ Who Should Take This Certification Exam?

• Aspiring Financial Analysts, Accountants, or Finance Data Consultants

• Professionals in finance roles aiming to prove their data skills

• Recent graduates in finance, accounting, economics, or business

• Data professionals expanding into financial domains

• Anyone seeking recognized proof of financial data proficiency

🔍 What the Certification Validates

• Understanding of key financial statements & metrics

• Skill in data cleaning and modeling using Excel

• Ability to build and interpret financial dashboards

• Querying and aggregating data using SQL

• Creating forecasting models and scenarios

• Understanding of KPIs, cash flow, ratios, and profitability

• Ethical handling of sensitive financial data

🧠 Topics Covered

• Financial Data Basics: Income statement, balance sheet, and cash flow fundamentals

• Excel for Financial Modeling: Dynamic formulas, pivots, and sensitivity analysis

• SQL for Financial Reporting: Extracting financial data from databases

• Power BI Dashboards: Creating live, interactive finance reports

• Key Financial Metrics: ROI, profit margin, cash position, debt ratios

• Scenario & Forecasting Models: What-if analysis and trend-based projections

• Financial Compliance: Data integrity, ethics, and audit readiness

📝 Exam & Credential Details

• Format: Online, multiple-choice and scenario-based

• Duration: 60 minutes

• Number of Questions: 50

• Passing Score: 70%

• Cost: $70

• Re-attempt: One free re-attempt

• Credential Includes:

  • Digital Certificate

  • Shareable Digital Badge

  • ✅ Placement in the CDIPS Global Registry of Certified Financial Data Professionals