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Corporate Finance Institute

Financial Modeling Guidelines

via Corporate Finance Institute

Overview

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Financial Modeling Guidelines Course

This Financial Modeling Guidelines course covers all the principles of financial modeling that we adhere to here at CFI. You will learn the principles to follow to ensure your financial models are simple, clear, and transparent. Following these recommended guidelines will ensure that your models instill confidence in stakeholders, allowing them to confidently use the models to inform important financial decisions.

Financial Modeling Guidelines Course Learning Objectives

  • Recommend various techniques for navigating vertically stacked models.
  • Compare common financial model structures and our recommended schedule layout.
  • Explain our preferred approach to model design.
  • Explain why transparency is so important in financial models.
  • Identify various model attributes that can contribute to good formatting.
  • Explain our view on the use of names, macros, and circularity in financial models.

Who Should Take This Course?

This course is intended for anyone designing, building, or maintaining financial models in their financial role.

Financial Modeling Guidelines Learning Objectives

  • Recommend various techniques for navigating vertically stacked models.
  • Compare common financial model structures and our recommended schedule layout.
  • Explain our preferred approach to model design.
  • Explain why transparency is so important in financial models.
  • Identify various model attributes that can contribute to good formatting.
  • Explain our view on the use of names, macros, and circularity in financial models.

Syllabus

  • Introduction
  • Design & Layout
  • Transparency & Formatting
  • Recommended Structures
  • Other Guidelines
  • [OPTIONAL] Full Discussion
  • Qualified Assessment

Taught by

Duncan McKeen

Reviews

4.5 rating at Corporate Finance Institute based on 2 ratings

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