Financial Modeling Guidelines

About Financial Modeling Guidelines

Financial modeling guidelines are a set of rules, principles, or best practices that should be followed when building a model. Examples include formatting, layout, structure, placement of assumptions and inputs, formulas and functions, outputs, cases, scenarios, sensitivity analysis and much more. CFI includes many guidelines in our financial modeling courses and encourages you to explore them in more detail.


Financial Modeling Guidelines

Additional Questions and Answers

CFI is the official global provider of financial modeling and valuation analyst FMVA Designation. CFI’s mission is to help anyone become a world-class financial analyst and has a wide range of resources to help you along the way.

In order to become a great financial analyst, below are some additional questions and answers for you to explore further:

  • What are the types of financial models?
  • What is sensitivity analysis?
  • What is bookkeeping?
  • What are the most common valuation methods?

Example Excel Model

Below is a screenshot from one of CFI’s online analyst training and certification courses, offered 100% online.

To learn How to Build an Excel Model step-by-step, click on the image below.

financial modeling questions and answers

Analyst Certification Program

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