FP&A Professional 3-Statement Modeling

Name: FP&A Professional 3-Statement Modeling
Availability: InStock
Rating: 5.00 (1 reviews)

Learn how to build, link & balance 3-statement FP&A models. Save incredible amounts of time by using a systematic process to link the income statement, cash flow statement, and balance sheet to balance at each step.

Gain a deep understanding of the unique relationship between the cash flow statement and the balance sheet
Understand the role of supporting schedules and recommended structures used to track account balances
Explain the role of a revolver in a financial model and calculate when it is needed.

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Overview

FP&A Professional 3-Statement Modeling Course

Balancing 3-Statement models is something that FP&A professionals often struggle with. Trying to link and balance a complex 3-statement FP&A model can be very frustrating. This course teaches a systematic method that can be used to make sure a 3-statement FP&A model remains balanced as each group of line items is added to the cash flow statement and the balance sheet.

FP&A Professional 3-Statement Learning Objectives

By the end of this course, you will learn to:

Identify the time period and main purpose of each financial statement.
Explain the relationship between the cash flow statement & the balance sheet.
Recommend a procedure to balance an FP&A model as each set of line items is added.
Compare the structure and purpose of supporting schedules to the financial statements.
Define common structures like corkscrews commonly used in financial modeling.
Explain the role of a revolver in a financial model and calculate when it is needed.

Who should take this course?
This course is perfect for FP&A professionals looking to further augment their financial modeling skills. Many corporations and financial institutions require FP&A professionals to be able to understand, link, and balance complex 3-statement FP&A models.

FP&A Professional 3-Statement Modeling is a required course of CFI’s FP&A Specialization

Prerequisite Courses

Recommended courses to complete before taking this course.

FP&A Professional 3-Statement Modeling

Led by Duncan McKeen

Level 3

1h 58min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits

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What you'll learn

Lesson

Multimedia

Exams

Files

What Our Members Say

Just perfect

CFI never fails to deliver. They are really the best, as this course shows once more. Perfectly structured and delivered.

Jan Steinbaecher

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

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.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

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FP&A Professional 3-Statement Modeling

FP&A Professional 3-Statement Modeling Course

FP&A Professional 3-Statement Learning Objectives

FP&A Professional 3-Statement Modeling

What you'll learn

Introduction

Financial Statements

Schedules & Statements

Complete FP&A Model

Course Summary

What Our Members Say

Jan Steinbaecher

Frequently Asked Questions