Official FMI Training Partner
Pass the AFM Exam.
Build the Skills That Last.
The only AFM prep that teaches you to model with judgment , not just speed. Includes exam registration, live coaching, and the TACTIC Framework used by finance professionals worldwide.
The Real Challenge
Most people don't fail the AFM because they don't understand finance. They fail because they can't execute under pressure. The exam gives you a case study, a blank Excel sheet, and 4 hours. No template. No automations.
You build a fully integrated three-statement model from scratch ( P&L, balance sheet, cash flow ) with proper linkages, a debt revolver, and working scenarios. All proctored. All timed. If you've never done that against the clock, exam day is not the time to figure it out.
What Is the FMI?
The Financial Modeling Institute is the global authority on financial modeling accreditation. Founded to promote excellence and discipline in financial modeling, the FMI offers three certification levels: AFM (Advanced Financial Modeler), CFM (Chartered Financial Modeler), and MFM (Master Financial Modeler).
Their exams are proctored, time-bound, and graded by experts. FMI certifications are recognized by employers, recruiters, and finance leaders worldwide as the standard for modeling proficiency. Tactic Financial is an official FMI training partner.
RECOGNIZED BY
What Does It Mean to Be an AFM?
The AFM validates that you can build a complete three-statement financial model of a company from scratch in Excel. Not from a template. Not with AI assistance. From a blank workbook. That's a skill that employers, clients, and stakeholders trust. It proves you understand how revenue hits the P&L, how working capital flows through the balance sheet, how cash moves — and that you can construct a model that communicates the full financial story of a business. The AFM is the foundational credential for anyone serious about financial modeling.
Upcoming exam dates are:
February 21, 2026 | May 9, 2026 | July 11, 2026 | October 24, 2026
Note: Registration closes 4 weeks before each exam. Start your preparation now so you're ready for the sitting that works for you.
Our AFM preparation fee includes:
1 year access to Tactic On-Demand
1 year Access to Tactic Lab
Extra lessons and Live sessions exclusive to AFMcandidates
Test Fees and access to the FMI Community.
YOUR PACE, YOUR PATH
Some candidates take it slow, working through the material over several months, building confidence at their own pace alongside a full-time job. Others go from not knowing financial modeling to being AFM-certified in a matter of weeks.
Both approaches work. The course is self-paced with 1 year of access, so you decide the timeline. What matters is that when you sit down for the exam, you've built enough models that the process feels automatic. The FMI suggests 25–100 hours of preparation depending on experience level. With the TACTIC Framework, most candidates land on the shorter end.
Learn by Building
10+ hours of video lessons walking you through complete model builds from a blank spreadsheet to finished output. Every schedule comes with the business logic behind it, not just formulas, but why the numbers move the way they do. You'll understand the three statements at a level that stays with you long after the exam.
Practice Under Exam Conditions
Multiple full practice cases designed to simulate the real AFM exam. Timed. From scratch. The more you build, the faster and more automatic it becomes. You won't walk into the exam seeing something for the first time.
Live Coaching When It Counts
Monthly Q&A sessions throughout the year, plus three intensive live sessions before every exam sitting. Get your questions answered, troubleshoot weak spots, and sharpen your approach when it matters most. You're not doing this alone.
Hear From Our Members
★★★★★
"Carolina and her Tactic framework is the Schweser of AFM and Financial Modeling! I was not only able to grab her concepts that gave me an extremely solid base in my journey towards earning the AFM accreditation, I was also able to prepare and sit for the exam in a month's time! Her coaching methodology is simple, yet, hugely impactful and relevant for AFM. A great investment it has been. Coupled with required efforts put in from the candidates' side, it is a sure-fire formula for AFM and Financial Modeling success."
Hasan Khan Jadoon, AFM, FMVA®
★★★★★
"Carolina Lago is my modelling teacher. She taught me in a record time and according to her I was ready to take the AFM exam by FMI within no time. I doubted myself but she was confident about it. I have ultimately attained the AFM designation. Her secret is simple, the 3 hook technique; very powerful but effective."
Moses Juma, AFM
MEET your instructor
Hey, I'm Carolina!
I've spent 25+ years in FP&A across industries and continents. I hold the AFM certification and I'm one of a small group of official training partners of the Financial Modeling Institute worldwide.
My students don't just pass exams, they understand how financial statements connect, why the numbers move the way they do, and how to build models that tell a business story.
I've trained hundreds of finance professionals. Several have gone from zero modeling experience to AFM-certified in under a month using this program. Others took their time and got there with equal confidence. The method works either way.
AFM Certified
Official FMI Training Partner
25+ Years FP&A
TACTIC Framework Creator
You will be ready for the
exam in no time!
Tactic AFM Prep
Here's what you get:
Full Financial Modeling Course ($297)
12 Monthly live Sessions ($1997)
12 Turbo AFM Live Sessions ($1997)
Practice cases Package ($500)
FMI Test Fees and full access ($725)
Total value: $5,516
Just $897
STILL NOT SURE?
Frequently Asked Questions
How long do I need to prepare?
We provide a suggested preparation calendar for each exam sitting that covers around 11 weeks. That's the structure most candidates follow. But it's a guide, not a rule — some people need longer depending on their schedule and starting point, and others have gone from course start to passing the exam in under a month. You have 1 year of access, so you can work at whatever pace fits your life.
Do I need accounting or finance experience?
The FMI has no formal prerequisites. That said, a working understanding of the three financial statements helps. The course covers the underlying concepts, but if you're coming from a non-finance background, expect to invest more practice time.
What exactly is the exam like?
4 hours, online, proctored. You receive a case study and build a complete three-statement model from scratch in Excel. No templates allowed. No automations. It's you, Excel, and the case.
Is the exam registration really included?
Yes. The AFM exam registration costs $725 on its own through the FMI. It's included in your $895. You're paying $170 for the entire training program, live coaching, and practice cases beyond the exam fee.
What if I don't pass on my first attempt?
You keep your access to the course for a full year. You can continue practicing, attend the live sessions before the next sitting, and retake the exam. The exam re-registration fee would be separate, but the training and coaching remain available to you.
Can I get reimbursed by my employer?
Many companies cover professional development and certification costs. We provide documentation to help you submit for reimbursement through your L&D or education budget.
Can I add 1-on-1 coaching?
Yes. Single sessions are $200 each, or a package of 8 sessions for $1,400. Useful if you want to accelerate or work through a specific area you're stuck on.
READY TO be a certified fadvanced financial modeler?
You've been thinking about the AFM long enough.
Exam registration, full training program, live coaching, practice cases.
Everything in one place for $895.
1 year access
Exam registration included
Live coaching before every sitting
