Introduction to 3-Statement Modeling Course Overview
The
three-statement financial model forms the foundation on which almost all other
types of models and analyses are built, and creating one is a crucial skill for
many finance professionals. In this course, we will build a three-statement model from scratch and
then review and audit it to make sure it’s working properly.
3-Statement Modeling Learning Objectives
Upon completing this course, you will be able to:
- How the three core financial
statements link together
- Financial
model-building best practices
- How to build a financial projection model using a company’s
historical data and various assumptions about the future performance of the
company
- Finding the right balance between a highly complex model and an
overly simplistic one
-
Thinking about crafting assumptions and various forecasting
methods
- How to review your model and audit it for potential errors
Who Should Take This Course?
This course is
designed for beginner-level investment or commercial bankers, beginner-level
equity or credit research analysts, corporate development professionals, and
financial planning and analysis (FP&A) professionals.
Courses we recommend you take in advance
These prerequisite courses are optional, but we recommend you complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:
- Accounting Fundamentals
- Excel Fundamentals