Downloadable Templates

If you want to unlock more templates from the ‘Templates’ Library, you’ll need to sign up for either the Self-Study Plan or the Full Immersion Plan. The recommended courses that appear when you click on a template’s description are there to help you learn how to use those templates effectively and gain valuable skills.

With your Self-Study subscription, you get access to a library of over 50 financial modeling templates!

You can access the library right from your dashboard by going to Resources > Templates, then filter the ones available to you by using the filter feature.

You can also filter the templates by topic and by difficulty.

Just click download, and the template will automatically save to your downloads.

Similarly, with your Full-Immersion subscription, you have access to the entire template library. You can use the same filters to find the difficulty and topic.

We typically get asked if students can download and edit the downloadable financial modeling templates, and the answer is yes, you can! 

You can edit and update CFI™’s financial modeling templates to fit your professional & personal needs.