Building a 3 Statement Financial Model
Enroll Now Free PreviewIntermediate level
Approx 5.50h to complete
100% online and self-paced
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:
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.
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
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
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
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
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
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.
- All 30 FMVA® courses
- Skills Learned Financial Modeling and Valuation, Sensitivity Analysis, Strategy
- Career Prep Investment Banking and Equity Research, FP&A, Corporate Development
Path To Certification
Prerequisite Courses
7 courses from beginner to intermediate level.
01OptionalCore Courses
11 courses from beginner to intermediate level.
02RequiredElective Courses
Take 3 out of 11 courses at an advanced level.
03RequiredGet 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
What Our Students Say
Very helpful and interesting
Sevunthana Ludovic
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
This is a great course that I would highly recommend to any Manager
Constantine Burrell
I highly recommend this course to any finance or accounting professional. It will definitely sharpen your skills in building 3 statements financial model.