Advanced Financial Modeler (AFM)

Knowledge you can put to work.

The AFM program prepares professionals to create best-in-class financial models used as critical decision-making tools in corporate finance, investment banking, and financial advisory. Learners progress from model planning and design through revenues, costs, depreciation, tax, working capital, and capital structure to fully integrated financial statements and model outputs.

What you’ll take forward.

• Plan, design, and lay out a clear, logical financial model
• Build revenue, cost, depreciation, income-tax, and working-capital schedules
• Model debt, equity, capital structure, and revolver considerations
• Build integrated income statement, cash flow statement, and balance sheet models
• Create executive outputs, audit models, troubleshoot balance issues, and format models for presentation

Your learning journey.

10 focused learning areas. A structured pathway from core knowledge to practical understanding.

1. 01
   Getting Started: model purpose, planning, structure, design, layout, and best practices
2. 02
   The Front End: cover page, executive summary, formatting, and scenario building
3. 03
   Revenues: forecasting methodologies, revenue schedules, and capacity constraints
4. 04
   Costs: fixed, variable, and semi-variable costs and operating leverage
5. 05
   Depreciation: depreciation methods, asset schedules, Excel functions, and statement links
6. 06
   Income Tax: effective tax schedules, deferred tax, and financial-statement links
7. 07
   Working Capital: assets and liabilities, forecasting assumptions, calculations, and schedules
8. 08
   Capital Structure: debt, equity, debt and equity schedules, and revolver considerations
9. 09
   Financial Statements: income statement, cash flow statement, and balance sheet
10. 10
    Outputs and Troubleshooting: balance-sheet checks, executive summary, and presentation formatting

Is this your next step?

• Professionals in corporate finance, investment banking, and financial advisory
• Professionals seeking advanced financial modeling skills