Overview

3-Statement Modeling Course Overview

Being able to construct and balance a 3-Statement Modeling is a critical skill for many roles in accounting and finance. Including an income statement, cash flow statement, and balance sheet helps to assess the financial health of a business. Connecting the balance sheet correctly can also help by adding an error detection system to highlight issues with the financial model. Capital Structure

This course discusses model circularity in detail beginning with the advantages and disadvantages of building circular models. We review the two circular loops in the model and walk through the necessary steps to install a circularity switch. Important figures from the financial statements are summarized on an attractive model dashboard. We also review important print settings used to format the model as a polished financial presentation.

Who Should Take This Course?

This course is most suitable for anyone working in investment banking, equity research, and private equity. The content may also be relevant for other financial modeling roles such as corporate development. Recommended Order of Statements

3-Statement Modeling Learning Objectives

Review the best way to design 3-Statement Modeling, prioritized for presentation and printing
Use separate corkscrews to build debt and equity schedules, including detailed instructions for installing a dynamic revolving line of credit
Understand the correct linkages between the three financial statements and how to use the balance sheet as an error detection system for the model
Discuss the two circular loops in the financial model and how to connect them to a circularity switch to reset the model when needed
Pull important figures from the financial statements into a rich dashboard with graphs highlighting critical model insights
Summarize model checks on the cover page with conditional formatting to alert the user to any areas of concern in the model

Prerequisite Courses

Recommended courses to complete before taking this course.

Prerequisite Skills

Recommended skills to have before taking this course.

Excel

3-Statement Modeling

4.8

Led by Duncan McKeen

Level 4

3h 15min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 5

Start Learning

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 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

Learn More

Commercial Banking & Credit Analyst (CBCA®) Certification

Skills Learned Financial Analysis, Credit Structuring, Risk Management
Career Prep Commercial Banking, Credit Analyst, Private Lending

Learn More

Investment Banking & Private Equity Modeling Specialization

Skills You’ll Gain Accounting, Advanced Financial Modeling, Excel, Financial Statement Analysis, Forecasting, Valuation, and more.
Great For Investment Banking, Private Equity, Equity Research, and more

Learn More

What Our Members Say

Probably the best finance courses in the internet today

LBO, Mergers & Acquisitions (M&A) Modeling & Venture Debt - although very complex matter - these courses are explained in an easy to digest form. Well done CFI!

Adam Bilski

It was really educative

I really learnt a lot during this course. I appreciate the facilitators for their wealth of knowledge and the ability to share them so well. Thank you.

Samuel Olunaike

Great learning platform!

Suitable for those willing to improve their Excel and financial modeling skills.

Suraj Parekh

Building a 3 statement financial model

It's an amazing experience being taught by seasoned facilitators

James Oyesiji

Best Experience

Best experience and knowledge gain

Rahul Kumar

The course was easy to follow

There are multiple videos to get through and could be compressed into fewer videos

Melissa Morapedi

Loved the course

Building a 3-step financial model had never felt easier. With all the help and guided steps, the course is a 10 for me. Highly recommend any financial analyst aspirant to undertake this course in the initial phase of his /her learning. Great starter pack for the remaining courses of the FMVA certification course.

Wungramso Kharewo

It was great exposure

I love the easy navigation of the website. It makes learning easy

EMMANUEL ANNOR

very practical and easy to follow

very practical and easy to follow and apply

ahmed zaki

Brilliant Content

I really learnt a lot

WISDOM OKECHUKWU

great learning process

as an engineer I learnt a lot from the courses

Albaq Andrian

Very Insightful course

This course makes modelling look so simple.

Tresor Masse

The course was technical and challenge from the process of taking it through and it was knowledge adverse to me

Nothing good is on an easy to part with, give it the best.

Solomon Rabo

Very helpful

It´s a very helpulf course.

Alvaro Contreras

Good introduction

Good introduction into modelling

Connor Thomas

Great course

Honestly, there's a more efficient way to move around excel and CFI has the keys.

Emmanuel Banjo

great course

informative step by step easy to follow

Lawrence Messi ACA

Closer to my career goals

This course provides comprehensive information on how to value a business

Kenroy Browne

Excellent

Gives basic understanding to prepare financial model.

Akansha Agarwal

Good

Want to learn more in the future

Htet Kaung Kyaw

amzaing!

brilliant, eye opening

Muwa Shikemeni

great info

helpful and easy to follow

Darren Chia

Hard but really enjoyable

All very interesting and formative

Riccardo Mele

Enjoyed this

I liked how lessons are simplified

Aaron Chilufya Muyeba

Formidable course

The teaching is excellent, relatable and interesting

Alan Akakpo

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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.

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3-Statement Modeling

3-Statement Modeling Course Overview

Who Should Take This Course?

3-Statement Modeling Learning Objectives

What You'll Learn

Introduction

Model Theory

Compact 3 Statement Model

Model Design

Model Drivers

Operational Schedules

Capital Structure

Financial Statements

Circularity

Dashboard

Checks

Printing

Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Commercial Banking & Credit Analyst (CBCA®) Certification

Investment Banking & Private Equity Modeling Specialization

What Our Members Say

Adam Bilski

Samuel Olunaike

Suraj Parekh

James Oyesiji

Rahul Kumar

Melissa Morapedi

Wungramso Kharewo

EMMANUEL ANNOR

ahmed zaki

WISDOM OKECHUKWU

Albaq Andrian

Tresor Masse

Solomon Rabo

Alvaro Contreras

Connor Thomas

Emmanuel Banjo

Lawrence Messi ACA

Kenroy Browne

Akansha Agarwal

Htet Kaung Kyaw

Muwa Shikemeni

Darren Chia

Riccardo Mele

Aaron Chilufya Muyeba

Alan Akakpo

Frequently Asked Questions