The Tactic Framework
to build Financial Models
Move beyond templates and tutorials — master the skills to build complete, boardroom-ready models with strategic clarity
You don't just want to fill in templates — you want to think like a finance leader.
Picture sitting down at any spreadsheet and building a model that tells the full story —
without freezing, second-guessing, or reaching for old cheat sheets.
But if you're like most finance professionals, you might be ...
Who we help
Need to deliver financial insights and scenario models to clients with confidence?
Learn MoreHi, I'm Carolina!
When I first started in corporate finance, I knew my way around spreadsheets — but building full, confident financial models that connected every piece of a business?
That took years of real-world trial, error, and frustration. I created Tactic On-Demand because there's a better, faster way: structured practice, real world cases, and integrated strategic thinking — all wired into how you approach finance. Whether you're preparing for certification or aiming for promotion, I'm here to make sure you master the skills that matter most.
to build Financial Models
Financial modeling needs to be flexible and adaptable, and that’s where the Tactic framework comes in.
This seven-stage process—Target, Assets, Calculations, Tools, Insights, and Continuation—is all about creating a dynamic model.
At each stage, you’re not just moving forward; you’re constantly revisiting and refining, adapting to new data and insights.
The Tactic framework ensures you’re prepared for change, building a model that evolves as your business does.
Learn to build models that are not just accurate, but also agile and forward-thinking.
Tactic Financial has partnered with the Financial Modeling Institute to help you conquer your AFM accreditation.
You now have the option to add to your purchase extra preparation video lessons and live sessions as well as a complete access to FMI learning platform including the registration for your test. The Registration alone is valued $ 725.
You can become an Advanced Financial Modeler, AFM, the top Financial Modeling Accreditation in the World.
is the best option of accreditation available.
Validate your ability to create a 3-statement model of a company from scratch in Excel.
Your exam is proctored, time-bound and graded by experts - success is earned.
With the right guidance, you are ready to pass the exam in no time.
Compare our plans to find the perfect fit for your needs
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Self Paced Video Lessons
10+ hours of video lessons |
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Step-by Step Explanations
Hands-on lessons and Finance concepts explained |
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In-depht Financial Explanation
Understand Finance concepts behind each schedule |
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Monthly Live Sessions
Optional live Q&A - you don't have to learn on your own |
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Extra Cases to practice
The more you practice, the faster you learn |
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One year access
You have one year to complete Tactic On-Demand and transform your career |
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Tactic Certification
Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms |
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Extra AFM Prep Lessons
Strategies and tips specifically prepared to prepare you for Exam day |
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Extra live sessions
Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass |
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Even more practice cases
Extra cases to simulate AFM exam conditions. Repetition is key. |
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FMI Learning Resources
1 year access to FMI Learning Resources and Webinars |
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FMI Community
1 year access to FMI Community, an amazing community great for networking and opportunities |
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Registration for your AFM Exam
The fees for your AFM are included in the AFM prep. |
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$500
1 year access
On-Demand
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$895
1 year access
AFM Prep
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10+ hours of video lessons
Hands-on lessons and Finance concepts explained
Understand Finance concepts behind each schedule
Optional live Q&A - you don't have to learn on your own
The more you practice, the faster you learn
You have one year to complete Tactic On-Demand and transform your career
Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms
Strategies and tips specifically prepared to prepare you for Exam day
Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass
Extra cases to simulate AFM exam conditions. Repetition is key.
1 year access to FMI Learning Resources and Webinars
1 year access to FMI Community, an amazing community great for networking and opportunities
The fees for your AFM are included in the AFM prep.
10+ hours of video lessons
Hands-on lessons and Finance concepts explained
Understand Finance concepts behind each schedule
Optional live Q&A - you don't have to learn on your own
The more you practice, the faster you learn
You have one year to complete Tactic On-Demand and transform your career
Let peers, friends and future employers see your achievement on LinkedIn and other social media platforms
Strategies and tips specifically prepared to prepare you for Exam day
Befor each exame sitting, we will hold other 3 weekly sessions so you feel ready to pass
Extra cases to simulate AFM exam conditions. Repetition is key.
1 year access to FMI Learning Resources and Webinars
1 year access to FMI Community, an amazing community great for networking and opportunities
The fees for your AFM are included in the AFM prep.
You can get extra 1-1 sessions to accelerate or get you through a hard topic
Did you know that many companies offer an L&D or education budget that covers the cost of our courses. We provide several ways to help you get your course reimbursed.