24-Hour Global Conference · FMI Foundations

FMI Foundations

The starting point.

FMI Foundations is your starting point to learn about financial modeling theory and concepts.

  • FormatFifteen hours, self-paced, with an on-demand multiple choice exam.
  • AccessTwelve months from enrolling, self-paced throughout.
  • IncludedLearning materials, the exam, a digital badge, and the conference video library.

Price

$195

One payment. Everything needed to work through the program, sit the exam and earn the badge.

  • Twelve months of access to the FMI Foundations materials and exam
  • Digital badge on passing
  • Every conference session recording and the presentation materials

This is the standard FMI Foundations program, with the conference video library included.

Enroll now See the learning resources

Why FMI Foundations

Show employers you
are on the path.

Financial models are used extensively in finance and accounting roles, because they have become the most important decision-making tool in many industries: investment banking, private equity, corporate development, equity research, asset management and credit.

Financial modeling is a discipline that encompasses both knowledge and skills. FMI Foundations is the starting point for the theory and the concepts, designed as a pathway to the practical modeling skills the workplace asks for.

Practical

How the pieces fit

Learn how finance, accounting and Excel come together in real-world financial models.

Career

Knowledge that builds careers

Develop the knowledge that is expected in early-career finance roles.

Recognition

Something to show for it

Earn a digital LinkedIn badge to show your achievement to recruiters and employers.

Included with the program

Thirty sessions,
alongside the program.

The conference ran for 24 continuous hours across five themes. Every session, and the presentation materials that went with them, come with the program rather than being bought separately.

01

Every session

All thirty talks across Excel, technical modeling, AI, industry insight and career. Nothing held back for a higher tier.

02

Indexed by theme

Sessions are grouped the way the conference ran, so you can follow one theme end to end.

What the program covers

Fifteen hours,
end to end.

Learning resources cover how to structure a financial model, the key accounting concepts, and what goes into the schedules and the financial statements.

Learning materials

  • Financial modeling best practices
  • Optimal model design and flow
  • Financial statements

Key model schedules

RevenuesCostsFixed assetsTaxes Working capitalDebtEquity

Outcomes

What candidates
report afterwards.

99%of respondents reported feeling prepared for career opportunities
94%of respondents would recommend FMI Foundations to their peers

Learning resources come from the same experts behind the CFA Program’s Financial Modeling Practical Skills module.

How FMI Foundations works

From enrollment
to badge.

Self-paced from beginning to end.

  1. Enroll

    One payment. Twelve months of access to the learning materials and the conference sessions begins straight away.

  2. Work through the material

    Fifteen hours covering best practices, model design and flow, the financial statements and the technical skills behind them.

  3. Sit the exam on demand

    A multiple choice exam taken whenever you are ready, rather than on a fixed sitting date.

  4. Earn the badge

    Pass and receive a digital badge to share with your network and on your LinkedIn profile.

Going further

Or go straight to
the accreditation.

FMI Foundations teaches the concepts and checks them with a multiple choice exam. The AFM goes further: a four-hour proctored exam that tests whether you can build the model. Both include the session recordings.

Start here

FMI Foundations

$195

Learn core financial modeling concepts at your own pace. Access all conference videos and presentation materials.

You are here
Go further

Advanced Financial Modeler (AFM) Program

$725

Prove your financial modeling skills under exam conditions and earn the AFM accreditation. Access all conference videos and presentation materials.

See the AFM

Not sure which fits? Compare FMI Foundations and the AFM.

Enroll

$195, with twelve
months of access.

Bridge the gap between theory and practice with a self-paced program built around job-relevant modeling skills, with every conference session included.