CM&AA Certification - Course Details, Fees, Eligibility, Syllabus
CM&AA Certification - The Alliance of Merger and Acquisition Advisors, or AM&AA, offers one of the best merger and acquisition courses online for individuals who want to advance their career in the M&A domain. The course is also delivered in offline mode. The program offered is the Certified Merger and Acquisition Advisor or CM&AA certification and is a standard of professional excellence for professionals working in corporate finance, transaction and advisory services. The CM&AA certification is awarded at the culmination of the 5 week mergers and acquisitions training course offered by AM&AA which is a short-term intensive program. For candidates who participate in the merger and acquisition certification program for CM&AA certification, the final exam is optional and the certificate is awarded regardless to candidates who successfully complete the program.
- Mergers and Acquisitions Training Course Eligibility
- Mergers and Acquisitions Training Course Dates
- Mergers and Acquisitions Training Course Topics
- CM&AA Certification Syllabus
- CM&AA Certification Membership
- Mergers and Acquisitions Training Course Study Resources
- CM&AA Certification Exam
- CM&AA Certification Maintenance
Mergers and Acquisitions Training Course Eligibility
In order to participate in the CM&AA certification program offered by AM&AA, candidates are required to be members of the Alliance of Merger and Acquisition Advisors. Candidates therefore must either be AM&AA members or must acquire one-year CM&AA certification membership to the AM&AA in order to be eligible for the program.
The aspirants must hold a degree (graduation/post graduation) and/or professional degrees such as CFA, CPA, CVGA or equivalent. Candidates who have professional experience in advisory domain will also be considered.
Mergers and Acquisitions Training Course Dates
The mergers and acquisitions training course for CM&AA certification is a 5-week program and is available online and also in offline mode. Candidate can register for the course by visiting amaaonline.com/cmaa. Interested candidates can take the upcoming 5-week course from October 17-November 16, 2023 to become a certified merger and acquisition specialist.
Certified Merger and Acquisition Advisor Certification Dates
| Particulars | Program Dates |
| Upcoming CM&AA course | October 17-November 16, 2023 |
Mergers and Acquisitions Training Course Topics
The CM&AA certification offered by AM&AA covers a number of topics associated with the mergers and acquisitions advisory domain. These topics are covered in detail across the duration of the program, provided participating candidates with the knowledge to excel in the field. The course topics to be covered according to the Certified Merger and Acquisition Advisor certification are:
Private Capital Markets
M& A Sales Process
Strategic Buyer Process
Financing: Acquisitions & Exits
Business Valuation for M&A
Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing
Due Diligence in M&A
M&A Tax Considerations
M&A Legal Issues
Investment Banking Structuring Techniques
The detailed topics within the broad subject areas mentioned above have also been specified by AM&AA. These constitute the syllabus for the mergers and acquisitions training course for CM&AA certification.
CM&AA Certification Syllabus
Subject Area | Topics |
Private Market |
|
M&A Sales Process |
|
Strategic Buyer Process |
|
Financing: Acquisitions & Exits | - |
Business Valuation for M&A |
|
Financial Analysis, Transaction Structuring, and Relationship to Transaction Pricing | - |
Due Diligence in M&A |
|
M&A Tax Considerations | - |
M&A Legal Issues | Who is the Client?
Seller Counsel Focus/Buyer Counsel Focus
Key Documents of Transaction
Due Diligence
Emerging Trends
|
Investment Banking Structuring Techniques | - |
CM&AA Certification Membership
In order to participate in the mergers and acquisitions training course for Certified Merger and Acquisition Advisor certification, candidates must have AM&AA membership. The membership options vary with duration and can be renewed as per the candidate’s requirement. However, recertification for the CM&AA certification does not require candidates to renew their AM&AA membership status.
Certified Merger and Acquisition Advisor Certification Cost
| Online CM&AA Courses | In-Person CM&AA Courses | ||
| Standard Member Price | $ 2150 | Standard Member Price | $ 4950 |
| Standard Bundle Price | $ 2750 | Standard Bundle Price | $ 5495 |
Type of membership | Membership details | Membership price |
Individual membership | One year AM&AA membership | $ 545 |
CM&AA 5-week program and membership | One year AM&AA membership CM&AA certification program fee | $ 5,200 |
CM&AA membership renewal | One year renewal of CM&AA membership | $595 |
Mergers and Acquisitions Training Course Study Resources
Prospective candidates for the Certified Merger and Acquisition Advisor certification program will be provided with study material for the duration of the merger and acquisition certification program. Apart from this study material, the AM&AA has also mentioned a number of study resources and reference books that the candidate may need to obtain in order to succeed in the CM&AA certification program. There are four textbooks which will not be provided by AM&AA and therefore need to be obtained by the candidate. The approximate value of these books has been listed around USD $350.
CM&AA Certification Textbooks
Title | Author |
Middle Market M&A Handbook | Robert Slee, Christian Blees, Kenneth H. Marks, Michael Nall |
Private Capital Markets, 2nd Edition | Rob Slee |
The Handbook of Financing Growth, 2nd Edition | Kenneth H. Marks |
Valuation for M&A: Building Value in Private Companies, 2nd or 3rd Edition | Chris M. Mellen and Frank C. Evans |
CM&AA Certification Exam
The CM&AA certification exam occurs on the last day of the merger and acquisition certification program offered by AM&AA. This is a 4-hour online test which is optional in nature. This means that the exam is not a requisite in order to obtain Certified Merger and Acquisition Advisor status. The exam is only to test the candidate’s retention of the subject matter taught throughout the mergers and acquisitions training course and the result is solely for personal use as it is not required by any prospective employer or recruiter.
CM&AA Certification Maintenance
Earning the Certified Merger and Acquisition Advisor credential requires candidates to be AM&AA members and participate in continuing professional education or CPE activities which are necessary in order to maintain the alliance of merger and acquisition advisors certification status. The steps that candidates need to follow in order to maintain their CM&AA certification are:
Candidates must maintain their AM&AA membership and complete the required recertification and compliance report.
Candidates must pay the annual CM&AA certification continuation fee of USD $50. This will be billed along with the annual membership charges.
Candidates must earn at least 12 CPE credits annual through approved educational experiences and activities.
Frequently Asked Questions (FAQs)
CM &AA is an advanced certification oferred by the Alliance of Merger and Acquisition in middle market corporate finance, advisory, and transaction service.
One can register online or attend in person course conducted by Alliance of Merger and Acquisition Advisors after meeting the prescribed eligibility criteria.
There are many education options one can go for to develop an understanding of M&A. The CM&AA certification by AMA and professional courses such as CPA, CFA, CA, and MBA are some of the degrees one can opt to study.
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