Finance Templates

Start exploring CFI marketplace to find your desired finance templates and Excel models which would help you create your own version of professional models!

Equity Excel Template

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Equity refers to the value contributed by the owners of a company, and the owners can be either the shareholders,…

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By Corporate Finance Institute®

Inflation Calculator

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CFI's inflation calculator will help you determine the change in the value of your money after a period of time.…

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By Victor Ho

Capital Gains Yield Calculator

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Capital gains yield (CGY) measures how much the market price of an investment or security appreciates over a certain period…

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By Corporate Finance Institute®

Inventory Turnover Excel Calculator

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Inventory turnover, or the inventory turnover ratio, measures the number of times a company is able to sell and replace…

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By Corporate Finance Institute®

Equity Risk Premium Excel Template

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This equity risk premium (ERP) template shows the calculation of the equity risk premium of individual security based on the…

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By Corporate Finance Institute®

Expected Return Excel Template

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Expected return on an investment is the sum of all possible returns multiplied by the probability of each outcome. It…

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By Corporate Finance Institute®

Vertical and Horizontal analysis

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Horizontal analysis help analysts to see what has been driving accompany financial performance over a number of years .it enables…

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By RDA Consultant

Variance Calculation Excel Template

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This Variance Excel Template is a tool that lays out the calculation of the difference between the forecasted and actual…

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By Corporate Finance Institute®

EBITDA Margin Excel Template

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This EBITDA Margin template is an educational resource that presents to you the calculation of the EBITDA margin, from revenue.…

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By Corporate Finance Institute®

Earning Before Interest & Tax (EBIT) Excel Template

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This Earnings Before Interest and Taxes (EBIT) is an educational resource that will lay out the steps on how to…

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By Corporate Finance Institute®

Asset Turnover Excel Template

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The asset turnover ratio measures a company's efficiency in using its assets to generate revenue. These assets include all current…

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By Corporate Finance Institute®

Earnings Per Share (EPS) Excel Template

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This Earnings per Share (EPS) template breaks down the calculation of the ratio. EPS is an important financial ratio and…

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By Corporate Finance Institute®

Cash Earnings Per Share (EPS) Calculator

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Cash earnings per share (cash EPS) is the per share cash flow from operations generated by a company. Different from…

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By Corporate Finance Institute®

Interest Excel Calculator

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Interest rate is the rate at which borrowers need to pay back to the lender of debt. It is usually…

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By Corporate Finance Institute®

Net Debt Excel Calculator

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This Net Debt Excel Calculator template is an educational resource that shows you an example on how to calculate the…

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By Corporate Finance Institute®

Perpetuity Excel Calculator

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A perpetuity is a stream of indefinite cash flow payments or annuity with no end date. When performing a business…

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By Corporate Finance Institute®

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Budgeting Templates

Download pre-built budgeting templates from CFI Marketplace to start planning, tracking, and measuring your financial goals!

Operating Budget Excel Template

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An operating budget consists of all revenues and expenses over a specific period of time (usually quarterly or annually) which…

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By Corporate Finance Institute®

Financial Projection Template

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This Financial Projection Template is an extensive tool for both Financial analysts and Financial Planning and Analysis professionals. The template…

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By Corporate Finance Institute®

Cash Budget Template

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A cash budget template is a financial model built to plan for future funding needed based on historical cash inflows…

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By Corporate Finance Institute®

Actual vs. Budget by Department (Fully Dynamic)

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This template is used to compare budget with actual results per department, per month, monthly or YTD. BY choosing among…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Monthly Finance Report (Pivot Table)

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The file presents the actual vs budget results using pivot table. Unlike my previous budget vs. actual comparison, this file…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Operating Profit Margin Excel Calculator

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Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…

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By Corporate Finance Institute®

Advanced Personal Budget Template

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This advanced personal budget template includes everything you need to keep track of your daily, monthly, and yearly personal finances!…

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By Victor Ho

Personal Budget Template

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This personal budget template is a basic tracker for your daily, monthly, and yearly personal finances! Use this budget if…

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By Victor Ho

Budget Template

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This is long term budget covering the time of year or 12-period showing performance analysis versus previous year in addition…

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By eCorporateFinance

Comprehensive Monthly Management Finance Report (Fully Integrated)

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There are two files: the first one is the mapping for the second file. Convert your TB into your special…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

BUDGET Templates

548

This is flexible budget by using technical and marketing information to now the demand and market share .its include -sales…

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By RDA Consultant

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Financial Planning & Analysis (FP&A) Templates

Browse around the CFI marketplace to find the best Financial Planning & Analysis (FP&A) model for your finance role and impress management with a detailed financial analysis and forecast!

Project Budget Excel Template

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This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…

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By Corporate Finance Institute®

Supply Chain Template

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Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…

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By Corporate Finance Institute®

Multi-Criteria Analysis (Balance Scorecard) Template

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Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…

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By Corporate Finance Institute®

Cost-Volume-Profit (CVP) Analysis Excel Template

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Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…

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By Corporate Finance Institute®

Gantt Chart Template

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A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…

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By Corporate Finance Institute®

Revenue Run Rate Template

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Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…

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By Corporate Finance Institute®

Value Added Excel Template

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This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…

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By Corporate Finance Institute®

Year over Year Analysis (YoY) Excel Template

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This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…

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By Corporate Finance Institute®

Capital Expenditures Template Product image

Capital Expenditures Budget Template

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This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…

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By Tim Vipond

Tariff Setting Methodology - Oil & Gas Downstream Business

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The template is a financial model for a new Oil and Gas company in a downstream sector that will provide…

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By Jordan Finance One Academy (CPA, CMA, MBA, FMVA)

Financial planning

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This financial model is prepared using simple Excel formulas that are easy to understand and explain to your customers. It…

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By RDA Consultant

Contracting project financial plan

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The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…

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By RDA Consultant

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Personal Finance Templates

Browse and download free personal finance templates from CFI Marketplace.

personal-financial-statement-template-excel

Personal Financial Statement Excel Template

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This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…

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By Corporate Finance Institute®

Annual Income Calculator Excel Template

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This Annual Income Converter Excel template, will assist you on easily converting your hourly, daily, weekly, or monthly income to…

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By Corporate Finance Institute®

Personal Finance Budget Template

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This Personal Finance Budget Template is a great tool for individuals to assess their financial status and plan spendings on…

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By Corporate Finance Institute®

Piotroski F Score Calculator

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The Piotroski F Score calculator is a tool that you can use to determine whether or not a company is…

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By Victor Ho

Home Equity Line of Credit (HELOC) Calculator

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This home equity line of credit (HELOC) calculator can calculate the maximum amount of loan a homeowner is eligible to…

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By Corporate Finance Institute®

UK stamp duty land tax calculator

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As well as calculating the total stamp duty land tax charged on property purchases in the UK, the model also…

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By FinanceGuyHQ

Remaining mortgage calculator

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Want to know how much is left on your mortgage? Or planning to take out a mortgage but not sure…

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By FinanceGuyHQ

Personal Budget Spreadsheet

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This simple tool helps individuals to set personal budgets to meet spending and saving goals. You will set a budget…

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By FinanceGuyHQ

UK Self Assessment Tax Calculator

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Tool for estimating income and national insurance tax for self-employed workers in the UK. The calculator can be adapted to…

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By FinanceGuyHQ

Bachelor / Bachelorette (Hen / Stag) Party Event Budget Planner

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Template for preparing and managing budgets for stag, hen parties, and other events. The user will have the ability to…

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By FinanceGuyHQ

Opportunity Cost Template

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This opportunity cost template is a fun tool you can use to calculate the opportunity cost of purchase. This tool…

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By Victor Ho

Investment feasibility analysis

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If you want to decide if your investment good or no , if you want to now if you have…

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By RDA Consultant

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Ratios Templates

This is a marketplace of Financial Ratios Templates and Tools. Here you will find an extensive library of Excel Tools and Templates to help you save time!