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Overview

Financial model template package

Download all of CFI’s professional financial models and Excel templates.

Templates and financial models to download include: 3 statement model, DCF model, budgeting / forecasting model, consolidation model, acquisition model, LBO model, M&A model, selected industry-specific financial models, comparable company analysis and precedent transaction analysis.

3 statement Financial model Template

The three financial statements are the foundation for all other models. This spreadsheet includes an income statement, balance sheet, cash flow, supporting schedules and assumptions.

three statement financial model template

DCF model templates

Discounted Cash Flow (DCF) is the main form of valuation used in corporate finance. This package includes various DCF and IRR examples to choose from.

DCF Model Template

Budget model (operating company)

This is a monthly forecast that includes the three financial statements and models cash flow on a rolling month-to-month basis.

cash flow model template

Acquisition model (private equity model)

This template is suitable for professionals working in private equity or anyone evaluating acquisition opportunities. It includes, DCF, IRR, sensitivity and more.

Acquisition model template download

Real estate Financial model Template

This real estate financial model template is build for a development project and includes absorption, cash flow, debt modeling, a cash flow waterfall, and the internal rate of return.

real estate financial model template

Startup Financial model Template

This spreadsheet is designed for an e-commerce business and centered around a case study of a startup company. It includes detailed assumptions, link statements, DCF, customer metrics, and more.

startup e-commerce model template

Sensitivity analysis Template

The sensitivity analysis spreadsheet has detailed scenarios and sensitivities using several methods such as direct, indirect, data tables, goal seek, and a tornado chart.

sensitivity analysis financial model

 

M&A model Template

Suitable for professionals in investment banking and corporate development this spreadsheet integrates two businesses and generates pro forma financial statements, rates of return, DCF, synergies, and accretion dilution analysis.

M&A financial model template mergers acquisitions

Detailed LBO model Template

The detailed LBO model includes fully developed financial statements, multiple operating scenarios, debt modeling, credit metrics, a DCF, cash-on-cash and IRR for all investors, and sensitivity analysis.

leveraged buyout LBO Model template

What’s included in this financial modeling templates course?

  • Download ALL our completed financial model templates
  • 12 Excel templates (FULL Models) + a library of approximately 200 smaller templates
  • Basic to advanced financial models
  • DCF models
  • LBO and M&A models
  • Valuation templates including comparable company analysis and precedent transactions

 

Are these financial modeling templates part of the full access bundle?

Yes! We highly recommend purchasing the Full Access Bundle, which includes all these financial modeling templates, AND instruction on how to build financial models from scratch in Excel. We will also cover the accounting fundamentals and financial skills required to build these models yourself.

Does this financial model templates bundle offer any certificates?

No. To earn certificates you need to enroll in the Full Access Bundle, which includes all these financial model templates.

Financial Modeling Template Library

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Level 1

Approx 4h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

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What you'll learn

Lesson
Multimedia
Exams
Files
PLUS: An Additional 195 Excel, PowerPoint and Word Mini-Templates

Become a certified Financial Modeling & Valuation Analyst (FMVA)®

Financial Modeling Template Library is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 38 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career prep Investment banking and equity research, FP&A, corporate development

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

12 courses from beginner to intermediate level.

02 Required

Elective courses

18 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

Why The CFI program should be leading all courses in the finance industry
As on who has gone through the CFA program and Mathematical Finance programs, I think the CFI programs provide a bridge between the 2 if not more. I really love their course delivery. Unlike the CFA program where you are responsible for getting your own studies, here you are taken through the entire curriculum by well-resourceful leaders. And more to these, their programs are practical. I think I am in love.

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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