FP&A Modeling Pt.8 – 3-Statements

Name: FP&A Modeling Pt.8 - 3-Statements
Availability: InStock
Rating: 5.00 (2 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 Modeling Pt.8 – 3-Statements 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 Modeling Pt.8 – 3-Statements 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.

Prerequisite Courses

Recommended courses to complete before taking this course.

FP&A Modeling Pt.8 - 3-Statements

Led by Duncan McKeen

Level 3

1h 58min

100% online and self-paced

Field of Study: Finance

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What you'll learn

Lesson

Multimedia

Exams

Files

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 Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

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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

Just perfect

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

Jan Steinbaecher

Excellent Course on Financial Modeling

This course is very useful for anyone looking to improve their financial modeling skills. The lessons were clear and explained with practical approaches. Adding more interactive discussions could improve the course, but overall it was a highly valuable learning experience

Gunay Gafarova

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