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Overview

Recommended Prep Courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge before enrolling in this course:

  1. Accounting Fundamentals
  2. Financial Analysis Fundamentals
  3. Excel Crash Course

Financial Modeling Course Overview

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.

Financial modeling course introduction

A Structured Approach to Financial Modeling

In 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

Step 1 in financial modeling course

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
    • Inventories
    • Accounts payable

financial modeling training class 3

Debt and Financing Schedules

In 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

tutorial how to build a financial model in excel

Building a Free Cash Flow Statement

Once all of the above steps are complete, we can move on 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

free cash flow and valuation modeling

DCF Modeling

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:

https://corporatefinanceinstitute.com/about/cpe-information/

Financial Modeling & Financial Analyst Training

From beginner to advanced, this Excel modeling course teaches you how to be a complete financial analyst.

This class is one of the nine required “Core” courses for CFI’s financial analyst training program, which grants the Financial Modeling & Valuation Analyst (FMVA) accreditation.

Building a 3 Statement Financial Model

Get Started

Level 3

Approx 5.5h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files
Qualified Assessment

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

Building a 3 Statement Financial Model is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 38 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career prep Investment banking and equity research, FP&A, corporate development

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

19 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

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m

Zachary Novicoff

great
Great

Larry Long

Great experience!
I'm enlightened. Such a great course.

Perry Chilobe

Great Informative Course
very useful knowledge that can translate directly into daily operations

Nagruk Harcharek

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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
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