FP&A Modeling Pt.1 – Design

Name: FP&A Modeling Pt.1 - Design
Availability: InStock
Rating: 4.92 (13 reviews)

In CFI’s “Financial Planning & Analysis (FP&A) Modeling Pt.1 - Design” course, you will learn best-in-class model design techniques and hyperlinking to create a table of contents on the cover page of the model.

Explore industry leading FP&A model design practices.
Practice using keyboard shortcuts to greatly increase model build efficiency.
Use hyperlinks to create a table of contents on the model cover page.

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Corporate Finance Institute

FP&A Modeling Pt.1 – Design

Overview

FP&A Modeling Pt.1 – Design Overview

CFI’s “FP&A Modeling Pt.1 – Design” course will help you learn best-in-class approaches to FP&A model design. This course will also teach you about the importance of cover pages as well as using hyperlinks to create a table of contents for the model.

Who Should Take This Course?

This course is perfect for FP&A professionals at a beginner, intermediate, or even advanced level. This course is a part of a series of FP&A courses.

FP&A Modeling Pt.1 - Design Learning Objectives

Apply best-in-class practices for FP&A model design used in the financial modeling community
Understand the importance of the cover page in forming a first impression with your audience and instilling confidence in the decision-makers
Explore the use of hyperlinks to create a helpful table of contents in the FP&A model

Prerequisite Courses

Recommended courses to complete before taking this course.

What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Meiirzhan Ablayev

Everything is well explained

Meiirzhan Ablayev

Incredible

For seasoned professionals, You might think you know it ll before you're surprised with something new and insightful for real world experience, watch till end, there's something new and amazing I promise.

EPHRAIM OWUOR

Great intro course

This course allows you to sync with the instructor, before diving into more complicated parts

Denys Yudin

Excellent

Very well articulated

kelvin kamau

Very helpful

Concise, direct, and easy to follow instructions.

Cruse Tuttle

This fun and learn

Whatever I am learning at CFI feels like upskilling in a way that is not putting any mental pressure and improving my acumen at the same time. A long way to go. Would love to clear out the entire portal offering!

Sagar Purswani

A

Dunkin is amazing lector. My favorite.

Tania Rabisheva

Inspiring 2024

The CFI courses are in line with evolution of knowledge in the finance industry.

Olajide John

highly recommended

I love to do more and more courses with the passage of time because of easy tricks and techniques to get understand highly recommended from my side Thanks

Asif Khan

Simple and effective.

Indurthi Venkata Srinivas Rajagopal

Comprehensive

Its a really short course that gives you the foundational cornerstone of model design. Really useful for new FP&A Professional.

Juan David Angel L.

Great course and teaching

Loved the teaching style, and video format. (7/2/2025) The hyperlink box in the video seemed outdated compared to the newer hyperlink box my website excel showed.

Yash Bimal Desai

Recommended

Recommended As Information to Admin the Model

Hesham Mohamed

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

FP&A Modeling Pt.1 – Design

FP&A Modeling Pt.1 – Design Overview

Who Should Take This Course?

FP&A Modeling Pt.1 - Design Learning Objectives

What You'll Learn

Introduction

Cover Page

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Analysis (FP&A) Specialization

Financial Planning & Analysis Professional

What Our Members Say

Meiirzhan Ablayev

EPHRAIM OWUOR

Denys Yudin

kelvin kamau

Cruse Tuttle

Sagar Purswani

Tania Rabisheva

Olajide John

Asif Khan

Indurthi Venkata Srinivas Rajagopal

Juan David Angel L.

Yash Bimal Desai

Hesham Mohamed

Frequently Asked Questions