Building a 3 Statement Financial Model

$197.00
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Intermediate level

Approx 5.50h to complete

100% online and self-paced

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Overview

Recommended Prep Courses

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

  1. Accounting Fundamentals
  2. Financial Analysis Fundamentals
  3. Excel Crash Course

Financial modeling course description

This step-by-step financial modeling course has been taught to thousands of finance professionals at top financial institutions around the world by Scott Powell. In this course, you will learn to build a financial model from scratch by working in Excel and following along with the video. Upon successfully completing the course and all quizzes, you will obtain your Financial Modeling Certificate from the Corporate Finance Institute and be on your way to breaking into wall street.


Financial modeling course introduction

A structured approach to financial modeling

In this section of the course, we cover the importance of designing a well-structured model and incorporating financial modeling best practices.  Specifically, you will learn to:
  • Apply a structured approach to financial modeling in Excel
  • Outline the hallmarks of good financial models
  • Explain the importance of planning as well as prep your model structure
  • Build from operating revenues down to operating profit


Step 1 in financial modeling course


Forecasting the income statement and balance sheet

In this section of the financial modeling course, you will learn to start building the model in Excel by completing the following steps:

  • Forecast property, plant and equipment and other operating assets
  • Forecast the various components of working capital:
    • Accounts receivable
    • Inventories
    • Accounts payable


financial modeling training class 3


Debt and financing schedules

In this section, the tutorials focus on how to build the debt and financing sections including interest calculations and the capital structure of the business. Specific learning objectives include:
  • Forecast debt financing and related interest costs
  • Forecast equity financing and dividends
  • Use an iterative analytical approach to managing circular references


tutorial how to build a financial model in excel


Building a free cash flow statement

Once all of the above steps are complete we can move to link the cash flow statement and complete the three statement model.  This section of the course will teach you to:
  • Understand the importance of error checking
  • Derive a forecast cash flow statement based on a forecast income statement and balance sheet
  • Derive a free cash flow statement that can be used for equity valuation


free cash flow and valuation modeling


DCF Modeling

This course includes a pre-populated DCF model, as the focus of the course is on linking a three statement model.  CFI's Business Valuation Course focuses on DCF Modeling in Excel in detail. 


Who should take this financial modeling course?

The course provides essential prep for wall street careers in investment banking, FP&A, corporate development, and other areas of corporate finance. Earn our certification and set yourself apart.

For further CPE information, please read before purchasing:

https://corporatefinanceinstitute.com/about/cpe-information/


Financial modeling & financial analyst training

From beginner to advanced, this Excel modeling course is designed to teach you how to be a complete financial analyst. 

This class is one of the 9 required "Core" courses for CFI's financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) accreditation.

What You'll Learn

Lesson
Multimedia
Exams
Files

Get the course in a bundle

Building a 3 Statement Financial Model is part of the Commercial Banking & Credit Analyst (CBCA)™ certification, which includes 35 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
Starts at $497
Learn More
  • All 30 FMVA® courses
  • Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
  • Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Starts at $497
Learn More

Path To Certification

Prerequisite Courses

7 courses from beginner to intermediate level.

01Optional

Core Courses

11 courses from beginner to intermediate level.

02Required

Elective Courses

Take 3 out of 11 courses at an advanced level.

03Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.
Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What Our Students Say

Interesting Module
Very helpful and interesting

Sevunthana Ludovic

Practical information that can be used immediately
This is one of many fantastic courses by Corporate Finance Institute. The information is practical and is taught with the intent of mastery. Well done CFI!!!

Aaron VanDyke

Excellent Course
This is a great course that I would highly recommend to any Manager

Constantine Burrell

Excellent course
I highly recommend this course to any finance or accounting professional. It will definitely sharpen your skills in building 3 statements financial model.

Ahmed Abuhlaiqh

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Frequently Asked Questions

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