Introduction to 3-Statement Modeling

Name: Introduction to 3-Statement Modeling
Availability: InStock
Rating: 4.76 (179 reviews)

The three-statement financial model is a foundational model upon which many other types of models and analyses are built. Mastering this model is an absolutely critical skill for many finance and accounting roles.

How the three core financial statements link together
Financial model-building best practices
How to build a financial projection model using a company’s historical data and various assumptions about the future performance of the company

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Overview

Introduction to 3-Statement Modeling Course Overview

The three-statement financial model forms the foundation on which almost all other types of models and analyses are built, and creating one is a crucial skill for many finance professionals. In this course, we will build a three-statement model from scratch and then review and audit it to make sure it’s working properly.

Who Should Take This Course?

This course is designed for beginner-level investment or commercial bankers, beginner-level equity or credit research analysts, corporate development professionals, and financial planning and analysis (FP&A) professionals.

Courses we recommend you take in advance

These prerequisite courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

Introduction to 3-Statement Modeling Learning Objectives

How the three core financial statements link together
Financial model-building best practices
How to build a financial projection model using a company’s historical data and various assumptions about the future performance of the company
Finding the right balance between a highly complex model and an overly simplistic one
Thinking about crafting assumptions and various forecasting methods
How to review your model and audit it for potential errors

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

Introduction to 3-Statement Modeling

4.8

Led by Jeff Schmidt

Level 3

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 3.5

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What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

Learn More

What Our Members Say

Interesting introductory course

Good course for foundation of modeling

Naman Bhatt

Its been a great learning experience is looking foward to other causes

Its been a great journey wealth taking

REUBEN KACHEPA

Great introductury course for building forcasted 3 statement modeling

Even though it is introductory it really gives you a lot of knowledge starting from inputs, than to calculations and ending with outputs that is with charts.

Amir Imeri

Amazingly simple

Very easy-to-follow explanation and practical application.

Winston Lingga Ho

Very Informative

Even If you have a strong foundation on Accounting and Financial Statements, this course will help by refreshing your knowledge as well as give a practical model to build.

Omar Almuzaini

CFI courses is highly recommended

it teaches you the foundation needed to be excellent financial analyst. after that you need to practice and apply the knowledge

Reem AlQattan

Great intro level course

Covered modeling and accounting concepts well.

Michelle Eisenberg

Arefayen123

listen again and again take a note when you encounter new concept.

Arefayne Wodajo

The course was engaging

It exceeded my expectations on every front. It's an excellent choice for both aspiring finance professionals and those already working in the field looking to sharpen their skills. The course's well-structured content, expert instruction, and emphasis on practical application make it a standout option in the realm of corporate finance education.

IFEOMA EZERIBE

Good

Very informative course

Sheen Sara Symon

Truely insightful

CFI's FMVA courses are really engaging, very practical and enables you to hit the ground running on the job. I encourage any finance practitioner or any one who uses excel daily to take these courses

Ekome Enongene Nzoh Ngande

Wonderful Course

Wonderful course for all manager who will make analytical model.

Md Abdus Samad

Great Course

Very informative and reinforced my knowledge of 3 statement modelling.

Colm Heatley

Excellent Introduction to 3-Statement Modeling

All the information displayed is really well explained and useful for real life case. They give you really good tips about good practices to do a 3-Statments modeling.

Edwin Keff Bello

a relatively simple but great course

i think this course allows to understand a few concepts on a relatively simple example and thus prepare for the more complex courses in the topic. really useful

Gábor Tóth

Amazing Course

Straight to the point and very informative.

Mucio Batista

Consistent throughout the program

This builds a good foundation and you will continue to learn more as you go through the program. Valuable information.

Gregorio Gonzales III

Intruduction to 3-statements modeling

Perfect and interesting course . Thanks.

Ibrahim Saad Edeen Jarrar

Good Course

A good course for beginner like me.

Debasis Sengupta

3 Financial Statement Modelling

Financial modelling is an indispensable course within the realm of finance, and I highly recommend it to my fellow finance managers as a valuable pursuit in their career development.

Innocent IRAKOZE

Super educational

I really enjoyed completing this course. The materials are excellent and the exercises are so engaging. A lot of great topics to learn in this course. The explanation of the key structure for model building and the best practices for modeling is my personal favorite.

MARICEL ABOY

Wonderful course

Good Learning Experience

Waqas Muhammad Gulfam

Exciting Course

Really helpful course in understanding 3 statement modeling

Agha Muzahir Hussain

My Analysis skilled improved by 3Statment Model

My Analysis skilled improved by 3 Statment Model

Maher Hussien

Fantastic

Awesome course would recommend others

Aamir Kanchwala

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Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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Introduction to 3-Statement Modeling

Introduction to 3-Statement Modeling Course Overview

Who Should Take This Course?

Courses we recommend you take in advance

Introduction to 3-Statement Modeling Learning Objectives

What You'll Learn

3-Statement Modeling

Modeling Best Practices

Model Framework

Model Setup and Assumptions

Forecasting Revenues Down to EBITDA

Forecasting Working Capital and PP&E

Forecasting Capital Structure

Complete the Cash Flow Statement

Review and Audit

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Financial Planning & Analysis Professional

What Our Members Say

Naman Bhatt

REUBEN KACHEPA

Amir Imeri

Winston Lingga Ho

Omar Almuzaini

Reem AlQattan

Michelle Eisenberg

Arefayne Wodajo

IFEOMA EZERIBE

Sheen Sara Symon

Ekome Enongene Nzoh Ngande

Md Abdus Samad

Colm Heatley

Edwin Keff Bello

Gábor Tóth

Mucio Batista

Gregorio Gonzales III

Ibrahim Saad Edeen Jarrar

Debasis Sengupta

Innocent IRAKOZE

MARICEL ABOY

Waqas Muhammad Gulfam

Agha Muzahir Hussain

Maher Hussien

Aamir Kanchwala

Frequently Asked Questions