Free preview

Overview

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:
  1.  Accounting Fundamentals
  2. Excel Fundamentals

Introduction to 3-Statement Modeling

Get Started

Level 3

Approx 6h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson
Multimedia
Exams
Files
Qualified Assessment

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 Modeling & Valuation Analyst (FMVA)® Certification
Introduction to 3-Statement Modeling is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 52 courses.
  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development

Learner Reviews

Interesting introductory course
Good course for foundation of modeling

Naman Bhatt

Its been a great learning experience is looking foward to other causes
Its been a great journey wealth taking

REUBEN KACHEPA

Great introductury course for building forcasted 3 statement modeling
Even though it is introductory it really gives you a lot of knowledge starting from inputs, than to calculations and ending with outputs that is with charts.

Amir Imeri

Amazingly simple
Very easy-to-follow explanation and practical application.

Winston Lingga Ho

See more

Frequently asked questions

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.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
0 search results for ‘