Learning resources — Foundations in Financial Modeling

When you register for FMI Foundations you receive access to comprehensive learning resources that leverage the Advanced Financial Modeler (AFM) materials in order to equip you with foundational financial modeling knowledge.

The FMI Foundations program evaluates your financial modeling knowledge by multiple choice exam; The AFM program evaluates your financial modeling skills by your ability to build a financial model in an experiential exam.

Register

1. Getting Started

00:50:00

Follow Along Materials

Supplementary Reading

VIDEOS

1.a VIDEOWelcome

00:05:00

What is Foundations in Financial Modeling?

1.b VIDEOCourse Overview

00:09:00

What will the Foundations Video Tutorial Series cover?
What learning resources are available?

1.c VIDEOModeling as a Discipline

00:08:00

What is a financial model? What it is used for?
What makes a good financial model?

1.d VIDEOOptional - Henderson AFM Case Study

00:11:00

What can you expect on the AFM exam?

1.e VIDEOModel Planning

00:07:00

1.f VIDEOTab Structure

00:10:00

1.g VIDEOOptimal Model Flow

00:12:00

2. Financial Model Design

01:00:00

VIDEOS

2.a VIDEOCover Page

00:11:00

2.b VIDEOExecutive Summary

00:08:00

2.c VIDEOCentering Tiles

00:07:00

2.d VIDEOHeaders and Footers

00:10:00

2.e VIDEOModel Assumptions

00:11:00

2.f VIDEOCustom Formatting

00:09:00

2.g VIDEOModel Scenarios

00:10:00

2.h VIDEOThe Live Case

00:14:00

2.i VIDEOCombo Box

00:11:00

2.j VIDEOData Validation

00:10:00

3. The Revenue Schedule

00:45:00

VIDEOS

3.a VIDEOThe Engine

00:09:00

3.b VIDEO Optional - Scenario Tag

00:10:00

3.c VIDEORevenue Schedule

00:12:00

3.d VIDEOOptional - Volume and Capacity

00:11:00

4. Cost Schedule

5. Financial Statements

6. Depreciation

7. Income Tax

8. Working Capital

9. Debt and Equity

10. Outputs and Troubleshooting

11. FMI Foundations Exam

11.a FOLDERPractice Exam 1

11.b FOLDERPractice Exam 1 Solution

11.c FOLDERPractice Exam 2

11.d FOLDERPractice Exam 2 Solution

11.e FOLDERPractice Exam 3

11.f FOLDERPractice Exam 3 Solution

11.g PDFExam Readiness Checklist

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may affect your browsing experience.

Necessary

Always Enabled

Necessary cookies are absolutely essential for the website to function properly. These cookies ensure basic functionalities and security features of the website, anonymously.

Cookie	Duration	Description
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Others