Advanced Financial Modeler (AFM) Program
The Advanced Financial Modeler Program tests it directly. Access the learning resources, then sit a four-hour proctored exam under real-world conditions.
Price
One payment. Everything needed to prepare, sit the exam and earn the accreditation.
Why the AFM matters now
AI can generate financial model outputs faster than ever. But financial modeling still requires professionals who can challenge assumptions, validate logic, and explain what the numbers mean.
The AFM is for finance professionals who want to demonstrate the technical skill to build a three-statement financial model from scratch and the judgment to assess models with confidence, whether they are built by people or supported by AI.
The AFM validates that you can apply technical modeling skills under time constraints, from scratch and without templates.
The AFM helps demonstrate your ability to communicate financial logic to clients, stakeholders and senior colleagues.
Skilled financial modelers interpret context, challenge assumptions, and stand behind financial conclusions.
Included with the AFM
The conference ran for 24 continuous hours across five themes. Registering for the AFM brings the whole library with it, alongside the learning resources.
All thirty talks across Excel, technical modeling, AI, industry insight and career. Nothing held back for a higher tier.
Sessions from practitioners at EY, PwC, KPMG, Deloitte, Google, Microsoft and Bloomberg, to work through while you prepare for the exam.
Sessions are grouped the way the conference ran, so you can follow one theme end to end instead of hunting.
What makes the AFM unique
Candidates complete a financial model in Excel using information provided in a case scenario.
The AFM reflects the type of modeling work finance professionals perform in corporate finance, investment banking, private equity, consulting, accounting and related fields.
The AFM was created by experienced financial modelers who understand how models are used in real business decisions.
Candidates receive access to learning materials, model examples and community resources to help them prepare.
Outcomes
From the 2026 Survey of AFM Accreditation Holders.
In their words
FMI have put together a truly fantastic curriculum — I really enjoyed the experience and the financial modeling best practices that I’ve learnt and been able to apply.
The learning experience from this platform was enriching and provided hands-on experience that I can incorporate immediately into my professional pursuits. I am particularly impressed by the cohort, a group of curious minds eager to elevate financial modeling.
I’m pleased to share that I have now been awarded the Advanced Financial Modeler (AFM) designation by Financial Modeling Institute! It’s really just one step in a longer learning process. I’m excited to keep developing my modeling skills and applying them in practice.
How the AFM works
A straightforward, flexible path for finance professionals at any career stage.
Registering gives you one calendar year to write. Exams are offered four times per year, so select a date that falls inside that year.
Access the AFM learning materials, practice resources and candidate guidance for a year, with the conference sessions alongside them.
Complete the exam remotely using your own computer and a reliable internet connection.
Successful candidates earn the Advanced Financial Modeler accreditation and digital badge.
What the AFM certifies
The Advanced Financial Modeler accreditation is earned through a four-hour proctored exam. Candidates are given a real-world business scenario and asked to build a three-statement financial model from scratch, with no templates and no pre-built structures. The exam is graded by experienced financial modeling practitioners.
Build a complete, integrated three-statement model from a real-world case, including the income statement, balance sheet and cash flow, without templates or shortcuts.
Select, justify and defend the assumptions that drive the model. The AFM tests whether you understand the business problem, not just the spreadsheet mechanics.
Review an unfamiliar model, identify errors and explain conclusions to decision-makers: the skills that matter at the table, not just at the desk.
Register
Take the next step toward independent recognition of your financial modeling ability, with every conference session included.
