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The Best Non-Financial Modeling Book for Financial Modelers

The White Swan About a year ago I’ve been modeling a potential M&A project. A retail company was about to buy its closest rival. The target company was in a brilliant situation – high sales, high margins, very good EBITDA, no debt. We have modeled the potential development of the target company’s business with seemingly...
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Financial Modeling Self Study Plan

A New Guy Joins our Team Next Monday we at CFOTemplates.com will welcome a new analyst to join our team. The person has a solid 15-year track record in the field of corporate finance. However, we will still need to teach him some specifics and advanced tricks of financial modeling. We will also have to...
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CAPEX and Depreciation Projections: a Universal Approach

CAPEX and Depreciation Projections I’ve been doing financial modeling since 2001. Initially – for my employers, then for my clients on the local market. In 2011 we have launched CFOTemplates.com website and now my financial models are being used around the world. CAPEX and depreciation projections have always been an integral part of these financial...
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Financial Modeling Explained to a 7-y.o. Kid

My daughter sometimes asks me “Dad, what do you do?” OMG, how shall I make financial modeling explained to her? My usual answer is kind of simple: “I do financial modeling for companies to help them maximize their ROI thanks to well-calculated decision-making” – but not for a 7-year old kid.   So, I decided...
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My CFM Exam Preparation

It seems that sharing my experience about the AFM exam was very useful for the readers. So, here are my thoughts about my CFM exam preparation (I took the exam last Saturday). The Chartered Financial Modeler is the 2nd level qualification of the new world-wide certification that has been launched and is administered by the...
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AFM Exam Preparation – My Experience

By Andrejs Grigolunovics, CFA, AFM Decision 15 years ago I started my studies for a CFA charter and this investment paid back to me many many times during these years. When I learned that there will be a similar designation for the financial modeling world I thought that it will be a very good idea...
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Budgeting Process Organization in your Company

Different businesses have completely different corporate structures. Some of them are multi-product and multi-divisional enterprises, while others are more like a one-man show. Regardless of that, the financial planning process has similar steps, only the scale and the number of people involved varies. This article summarizes budgeting process organization tips from our experts. Based on...
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17 Financial Modeling Tips & Tricks

by Andrew Grigolyunovich, CFA, AFM Currently ranked #12 in the world for financial modeling Besides my core job – financial modeling consulting, I also do some financial training for CEOs, CFOs and financial analysts. Quite often people ask me for some tips and tricks for financial modeling, so I just decided to put together some...
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7 Reasons to Use an Excel Template

  Every day businesses face all kinds of challenges and managers of the business need to make different kinds of decisions. Shall we purchase products in larger quantities and lower the shipping costs and get a better price? Shall we buy or lease new equipment? How much money do we need to finance our expansion?...
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