SPECIALISTS IN FINANCIAL MODELLING

FMI Level 1 – Exam Preparation (Online Course) with books

$595.00 ex GST

Prepare for the Level 1 “Advanced Financial Modeler” (AFM) certification exam with this intensive online exam prep course from FMI approved training provider, Plum Solutions

This intensive course is very hands-on and practical and each participant will be expected to create their own financial model. During the course, participants will use the Excel tools and techniques learned as well as financial modelling best practice to build interactive and dynamic financial models that adhere to the highest industry standards.

PLUS you’ll get a ebook version of Using Excel for Business and Financial Modelling (RRP$115+GST) as well as Financial Modeling in Excel for Dummies (RRP$43+GST) included when you purchase the bundle!  If you are based in Australia, we can provide a hardcopy version of the books instead.

 

If you prefer to be invoiced and have your accounts department make the payment please use this form.

Category:

Description

Can’t make it to a workshop?  Enrol in the online version and complete the course at your own pace.

Prepare for the Level 1 “Advanced Financial Modeler” (AFM) certification exam with this intensive online exam prep course from FMI approved training provider, Plum Solutions

This intensive course is very hands-on and practical and each participant will be expected to create their own financial model. During the course, participants will use the Excel tools and techniques learned as well as financial modelling best practice to build interactive and dynamic financial models that adhere to the highest industry standards.

Delivered 100% online, this course builds on students’ knowledge of Excel formulas and incorporates these into fully integrated financial models.  At each step during the course, participants build and practice each formula, tool and technique.

PLUS you’ll get a ebook version of Using Excel for Business and Financial Modelling (RRP$115+GST) as well as Financial Modeling in Excel for Dummies (RRP$43+GST) included when you purchase the bundle!  If you are based in Australia, we can provide a hardcopy version of the books instead.

You get 12 months’ simultaneous access to all three courses, plus 16 weeks of support.  The ebook version of the books will be sent out to you, but you do not need to wait for the book before starting the course.

Don’t require the books?  Get the online course FMI Level 1 – Exam Preparation (Online Course) without books here for $525+GST (GST does not apply for those located outside Australia.)

Who this course is for

This course is suitable for those who wish to earn the Level 1 AFM Certification from the Financial Modeling Institute (FMI).  This exam is held twice a year and for more information on the certification, see www.fminstitute.com/afm The AFM program is open to anyone who has an interest in or currently works in the financial markets. From finance students to seasoned industry professionals, the AFM designation is ideal for those who:

  • Understand the fundamentals and methodologies of financial modelling
  • Want to hone and validate their skills
  • Work as part of a larger team to provide support for improvement or new projects
  • Work extensively with Excel in their day-to-day work to make material financial decisions

The FMI exams are held twice a year in various locations around the world and you must independently register for this exam directly with the institute. It is not a requirement before undertaking this course that you are registered for, or sit this exam. This course will prepare you for the FMI exam but your attendance will in no way guarantee your exam results.

Prerequisites

Attending this training course should form the final part of your preparation for this exam.  Candidates are expected to devote between 25 and 100 hours to preparation in total and attendees should already be familiar with the FMI Body of Knowledge and the skills checklist prior to attending this course.

Software used

To undertake this course, you need Microsoft Excel. Excel 365 is preferred, but participants can use any version of Excel if they prefer, including a Mac..

More detail about how the online courses work

Modules in this Course

About the Level 1 (AFM) Exam – Available now

  • Learning Materials (watch a preview)
  • What to expect on Exam day
  • The Grading Process

Basic Excel skills – Available now

  • What’s New in Excel 2016
  • Linking for Best Practice
  • Absolute & Relative Cell Referencing
  • Calculating Project Costs
  • Logical Nested Functions Part 1
  • Logical Nested Functions Part 2
  • Data Validations & Drop-Downs
  • Conditional Formatting
  • Mixed Referencing and Named Ranges

Essential Tools & Formulas – Available now

  • Aggregation Functions
  • LOOKUP Fundamentals
  • Practical Capital Budgeting with LOOKUP functions
  • Formula Selection
  • LOOKUP functions
  • Tiering tables
  • Using the OFFSET function
  • Form Controls

Financial Modelling Techniques – Available now

  • Skills Needed for FM
  • What Makes a Good FM?
  • Building Error Checks
  • What-if Analysis with Goal Seek
  • Rebuilding an inherited model
  • Escalation Methods
  • Macros in FM

Financial Modelling Best Practice – Available now

  • Shortcuts
  • Model Design
  • Overview of Scenario Analysis Methods
  • Anatomy of a Financial Model
  • Best Practice

Three Way Modelling – Available now

  • What is a 3 way financial model?
  • Dummies Case Study: Financial Statements Part 1
  • Dummies Case Study: Financial Statements Part 2
  • Dummies Case Study: Financial Statements Part 3
  • Preparatory Case Study: Building a simple vertical model
  • The components of the financial statements

Model Planning, Setup and Assumptions – Available now

  • Model setup and layout
  • Inputs and assumptions
  • Assumptions Documentation Methods

Designing for scenario analysis – Available 29th May

  • Scenarios, Sensitivities and What-if Analysis
  • Data Tables
  • Advanced conditional formatting
  • Scenario manager
  • Building Scenarios Exam Prep

Building a Revenue Schedule – Available 5th June

  • Calculating Revenue
  • Cost of Goods Sold (COGS)

Operating Costs and Depreciation Expense – Available 12th June

  • Separating fixed and variable costs
  • Driving variable costs from revenue
  • Building the depreciation schedule waterfall

Income Tax Expense and Working Capital – Available 19th June

  • Calculating income tax on pre-tax earnings
  • Create working capital accounts
  • Linking change in working capital to the cash flow statement

Debt, Interest and Shareholders’ Equity – Available 26th June

  • Creating the debt schedule
  • Linking debts and interest to the financial statements
  • Adding dividends and shares to the balance sheet

Financial Statements

  • Piecing together the components of the financial statements
  • Dealing with circularity
  • Balancing the balance sheet

Summary Page, Formatting, Presentation and Speed

  • Creating an automated summary page
  • Formatting and presentation

Model Troubleshooting, Fixing Errors and Avoiding Pitfalls

  • Auditing a model
  • Error prevention
  • Troubleshooting

This course is still under construction and launching soon.  Get the Pre Launch special for 50% off, enter the code FMI2020 at check out.

 

Reviews

There are no reviews yet.

Only logged in customers who have purchased this product may leave a review.