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 modelingIn 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
- Accounts payable
Debt and financing schedulesIn 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 statementOnce 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
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:
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
Path to Certification
7 courses from beginner to intermediate level.01Optional
11 courses from beginner to intermediate level.02Required
Take 3 out of 10 courses at an advanced level.03Required
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
Learning to Build a 3 statement financial model was very helpful. The course is insightful and provides a practical and easy approach to understanding how to build a financial model and interpret the results. Practice is important as well. But with the tools this course provided I feel 100x more confident on my ability to build a forecasting model. This course is more on the management side of modeling but looking forward to the other modeling types as I progress through this program. Highly recommend this course. Wish my college courses were structured such as this one.
This is a brilliant coverage of FSM and I particularly liked how the tutor takes us on the modeling journey from clarity on the requirements of the stakeholders and their business objectives, to planning and structuring the model, auditing and validating it and finally testing it for integrity. Inspirational stuff.
I have always wanted to improve my financial modelling skills. This course has provided me with the knowledge and skills required to build my capability in building financial models. Highly recommended.
Nice and easy to follow, and very informative course! Thank you :-)
Frequently Asked Questions
FMVA® Financial Analyst Certification
Become a Financial Modeling and Valuation Analyst (FMVA)® by completing all required courses in accounting, finance, modeling, Excel, presentations, and strategy. From beginner to advanced courses you will have the complete training you need to become a world-class financial analyst.