Foundations in Financial Modeling

Get a competitive edge with the FMI Foundations program.

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Begin your financial modeling journey here.
Financial modeling is a discipline that encompasses both knowledge and skills.
FMI Foundations is your starting point to acquire financial modeling knowledge.

Designed by the Financial Modeling Institute (FMI), FMI Foundations is a 15-hour investment for your future. It is your starting point to learn about financial modeling theory and concepts.

After you complete FMI Foundations, you will receive a digital badge.

HOW FMI FOUNDATIONS WILL HELP YOU BECOME
A STRONG FINANCIAL MODELER
Elevate Your Career
You will have access to the key concepts and best practices in financial modeling, including:
  • How to effectively structure a financial model
  • Key Accounting concepts
  • What goes into schedules
  • Financial statements
Join the club
Once you register, you will receive a learning roadmap and preparation videos. You will get to bolster your skillset and your career potential.
Demonstrate Your Difference
Financial models have become the most important decision-making tools in finance.

Models are used extensively in investment banking, private equity, corporate development, equity research, asset management, and credit to make critical business decisions.

Demonstrate to employers that you are on the path to becoming an excellent financial modeler

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What leading corporate executives are saying about our program.

Paul Smith testimonial image

“The FMI is addressing a large unmet need by ensuring that new hires and existing employees have exceptional financial modeling skills. Employers globally are realizing that the FMI is establishing the new standard.”

Paul Smith, FCA, CFA, MA

Former President and CEO of the CFA Institute

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What does the FMI's Foundations in Financial Modeling involve?
You gain access to learning materials that cover:
  • Financial modeling best practices
  • Optimal model design and flow
  • Financial statements
  • Advanced technical skills
Learn to build the key model schedules, including:
  • Revenues
  • Costs
  • Fixed Assets
  • Taxes
  • Working Capital
  • Debt
  • Equity
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Join the World's Best Financial Modelers 

FMI Foundations in Financial Modeling

Has demonstrated a knowledge of key modeling concepts.

FORMAT

Proctored 1-hour multiple choice exam

PREREQUISITE REQUIRED

None

TIME COMMITMENT

10 hours

PRICE

US$ 195 

ACCREDITATION TO USE

Not an accreditation, however successful candidates will be granted a digital badge

Level 1: Advanced Financial Modeler (AFM)

DEMONSTRATED KNOWLEDGE

Has demonstrated excellent knowledge and skills by building a fully-integrated model of a company under time constraint.

FORMAT

Proctored 4-hour exam to build an integrated 3-statement model of a company

PREREQUISITE REQUIRED

None

TIME COMMITMENT

75-100 hours

PRICE

$695 USD

ACCREDITATION TO USE

AFM

Level 2: Chartered Financial Modeler (CFM)

DEMONSTRATED KNOWLEDGE

Exceptional financial modeling problem solving skills required to earn this designation.

FORMAT

Proctored 4-hour exam to demonstrate complex model problem solving skills.

PREREQUISITE REQUIRED

AFM Required

TIME COMMITMENT

75-100 hours

PRICE

$695 USD

ACCREDITATION TO USE

CFM

Level 3: Master Financial Modeler (MFM)

DEMONSTRATED KNOWLEDGE

Expert financial modelers with demonstrated leadership and extensive contribution to the field of financial modeling.

FORMAT

Application process

PREREQUISITE REQUIRED

CFM Required

TIME COMMITMENT

N/A

PRICE

N/A

ACCREDITATION TO USE

MFM

Join the World's Best Financial Modelers 

FMI Foundations in Financial Modeling

Advanced Financial Modeling Certification

Level 1: Advanced Financial Modeler (AFM)

Chartered Financial Modeling Certification

Level 2: Chartered Financial Modeler (CFM)

Master Financial Modeling Certification

Level 3: Master Financial Modeler (MFM)

Has demonstrated a knowledge of key modeling concepts.

Has demonstrated excellent knowledge and skills by building a well-designed, fully-integrated model of a company.

Has demonstrated exceptional financial modeling problem-solving skills.

Expert financial modelers with demonstrated leadership and extensive contributions to the field of financial modeling.

FORMAT

Proctored 1-hour multiple choice exam

Proctored 4-hour exam to build an integrated 3-statement model of a company

Proctored 4-hour exam to demonstrate complex model problem solving skills.

Application process

PREREQUISITE REQUIRED

None

None

AFM Required

CFM Recommended

TIME COMMITMENT

15 hours

50-100 hours

75-100 hours

Application Process

PRICE

US$ 195

US$ 695

US$ 695 

N/A

ACCREDITATION TO USE

Not an accreditation, however successful candidates will be granted a digital badge

AFM

CFM

MFM

Take your first step towards becoming an Advanced Financial Modeler (AFM)

  • You’re able to build beautiful, functional models from initial steps to insights.
  • First step icon
    FMI Foundations is a stepping stone to achieving outstanding financial modeling skills. Continue your modeling journey by attaining the FMI's Advanced Financial Modeler (AFM) accreditation.
  • After you complete FMI Foundations, we will give you a credit towards AFM to use in the first year.

Take your first step towards becoming an accredited financial modeler

  • First step icon

    FMI Foundations is a stepping stone to achieving outstanding financial modeling skills. Continue your modeling journey by attaining the FMI's Advanced Financial Modeler (AFM) accreditation.
  • You’re differentiating yourself with a tangible, industry-revered accreditation.
  • You’re differentiating yourself with a tangible, industry-revered accreditation.

Register for the FMI's Foundations in Financial Modeling program today.

The cost of $195 USD includes:

  • Access to the FMI Community platform and the FMI Foundations learning materials 
  • For those who pass, the ability to use and share the FMI Foundations badge
Enroll Now

Register for the FMI's Foundations in Financial Modeling program today.

The cost of $195 USD includes:


Access to the FMI Community platform and the FMI Foundations learning materials

For those who pass, the ability to use & share the FMI Foundations badge

Register Now