Financial Modelling Certification Tender - National

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Description

FINANCIAL MODELLING & VALUATION ANALYST (FMVA®) CERTIFICATION FOR 1 X DELEGATE THIS CERTIFICATION TAKES 3-6 MONTHS

What this tender is about

The Technology Innovation Agency (TIA) is inviting quotations for the Financial Modelling & Valuation Analyst (FMVA) certification for one delegate. This certification programme is expected to take between 3 to 6 months to complete and includes comprehensive training in financial modelling, accounting, valuation, financial planning and analysis, Excel, data visualization, and qualitative business analysis. The tender requires bidders to submit completed SBD 4 and SBD 6.1 forms, along with proof of specific goals where applicable. Suppliers must be registered on the Central Supplier Database. Quotations received after the closing date of 25 August 2026 at 17:00 will not be considered. An 80/20 preferential point system will be applied, with points awarded for price and specific goals such as ownership by historically disadvantaged individuals, black women, persons with disabilities, and youth.

Scope of work

• Financial Modelling & Valuation Analyst (FMVA) Certification for 1 delegate. This certification takes 3-6 months and includes assessments and exams.
• The certification covers Excel fundamentals, formulas for finance, accounting fundamentals, reading financial statements, corporate finance, math for finance professionals, workflow best practices, FP&A roles, AI for finance, financial analysis, financial modelling guidelines, 3 statement...
• The certification weighting includes: Financial Modelling (35%), Accounting (20%), Valuation (15%), FP&A (10%), Excel (8%), Data Visualization (7%), and Qualitative Business Analysis (5%).

How to submit

• Submit quotations via email to [contact on the official notice] before the closing date and time.

What is in the documents

• REVISED SBD 4 -Annexure A.docx

  This document is a Bidder's Disclosure form requiring declarations regarding employment by an organ of state, relationships with employees of the procuring institution, and interests in other related enterprises. It mandates the disclosure of all CSD-registered active companies...

• SBD 6.1 IN TERMS OF PPR2022 CORRECT_request for quotes.docx

  This form outlines the Preference Points Claim process based on the Preferential Procurement Regulations 2022. It specifies the 80/20 preference point system for this tender and details how points are awarded for Price and Specific Goals, including ownership by historically...

• POS9932.docx

  This document provides the tender reference, buyer details, description of goods/services, delivery address, closing date and time, and contact email. It also outlines submission requirements, payment terms, and the applicable preferential point system.

Special conditions

All submission via email please

Tender documents (3)

• DOCPOS9932.docx
• DOCREVISED SBD 4 -Annexure A.docx
• DOCSBD 6.1 IN TERMS OF PPR2022 CORRECT_request for quotes.docx

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