Foundations in Financial Modeling

Financial models show up everywhere in finance and accounting, mainly because they help people make decisions with more confidence. In a lot of industries, a solid model is one of the most relied-on tools for planning and evaluating options.

You’ll see modeling used across investment banking, private equity, corporate development, equity research, asset management, and credit teams.

And just to be clear, financial modeling is not only about knowing the subject. It’s also about building the right skills and habits.

That’s where FMI Foundations comes in. It’s built to introduce you to the theory and key ideas behind financial modeling, step by step.

This is a 15-hour self-study program that ends with an on-demand, multiple choice exam. The whole point is to help you develop practical modeling skills you can actually use at work.

Whether you’re trying to land your first role or you’re aiming to move up, FMI Foundations is a good place to start learning what financial modeling really involves.

When you enroll, you get materials that cover a lot of what you’ll need in the real world, including: Financial modeling best practices How to plan and structure model flow Financial statements Stronger technical skills

You’ll also learn how to build the key model schedules, such as:

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• Financial modeling best practices

• Optimal model design and flow

• Financial statements

• Advanced technical skills

• Revenues

• Costs

• Fixed Assets

• Taxes

• Working Capital

• Debt Equity

• Equity

• Practical Skills: See how finance, accounting, and Excel work together inside real financial models.

• Career-Focused Training: Build the foundation skills most internships and early-career finance roles expect.

• Flexible Learning: Move through the curriculum at your own pace, on a schedule that works for you.

• Professional Recognition: Get a digital LinkedIn badge so recruiters and employers can easily see your progress.

• Trusted Expertise: Learn from the same team of experts who support the CFA Program’s Financial Modeling module.

Your $195 USD investment includes:

• Access to the FMI Foundations learning materials and the exam

• Once you pass, the ability to use and share your FMI Foundations badge