Step-by-Step 3 Statement Financial Modeling

Step-by-Step 3 Statement Financial Modeling, available at $64.99, has an average rating of 4.48, with 23 lectures, 1 quizzes, based on 836 reviews, and has 3530 subscribers.

You will learn about Learn how to create a 3 statement financial model from start to finish Understand how to formulate a set of operating assumptions Learn how to model out a forecast profit and loss statement Understand how to model out the cash flow statement and balance sheet Discover the intuitive linkages between the 3 financial statements This course is ideal for individuals who are Finance, Accounting & Banking Professionals who want to learn more about 3 statement financial modelling or Other Professionals who are keen to understand how financial models are created and how they work at a detailed level or Students who want to learn hands-on skills that are used within most areas of accounting and finance every week or Anyone who would like to learn about how to create 3 statement financial models It is particularly useful for Finance, Accounting & Banking Professionals who want to learn more about 3 statement financial modelling or Other Professionals who are keen to understand how financial models are created and how they work at a detailed level or Students who want to learn hands-on skills that are used within most areas of accounting and finance every week or Anyone who would like to learn about how to create 3 statement financial models.

Enroll now: Step-by-Step 3 Statement Financial Modeling

Summary

Title: Step-by-Step 3 Statement Financial Modeling

Price: $64.99

Average Rating: 4.48

Number of Lectures: 23

Number of Quizzes: 1

Number of Published Lectures: 23

Number of Published Quizzes: 1

Number of Curriculum Items: 29

Number of Published Curriculum Objects: 29

Original Price: $22.99

Quality Status: approved

Status: Live

What You Will Learn

Learn how to create a 3 statement financial model from start to finish
Understand how to formulate a set of operating assumptions
Learn how to model out a forecast profit and loss statement
Understand how to model out the cash flow statement and balance sheet
Discover the intuitive linkages between the 3 financial statements

Who Should Attend

Finance, Accounting & Banking Professionals who want to learn more about 3 statement financial modelling
Other Professionals who are keen to understand how financial models are created and how they work at a detailed level
Students who want to learn hands-on skills that are used within most areas of accounting and finance every week
Anyone who would like to learn about how to create 3 statement financial models

Target Audiences

Finance, Accounting & Banking Professionals who want to learn more about 3 statement financial modelling
Other Professionals who are keen to understand how financial models are created and how they work at a detailed level
Students who want to learn hands-on skills that are used within most areas of accounting and finance every week
Anyone who would like to learn about how to create 3 statement financial models

The Step-by-Step 3 Statement Financial Modelingcourse is designed to provide you with a highly approachable& time-efficientway to learn more about how to create your own financial modelsand review those created by others!

We cover each component of a 3 statement financial modelfrom creating detailed forecast assumptions to modeling out each of the financial statements (P&L, Cash Flow Statement, Balance Sheet) within Excel. We use a highly practical learning approachwith a student-led case study completed during the course.We stand with you each step of the way as you discover the need-to-know conceptsto make sure you can put this to use immediately! The 100% free preview lectures and course outline will give you a feel for the style and level of content that will be covered.

I have worked in senior roles at the best global investment bankssuch as J.P. Morganand Citigroup, having also been a private equity investor in Europe and Asia. You should feel confident that you are in good hands!

Course Outline:

1. Course Introduction– discover the first steps of creating a 3 statement financial model in Excel

2. Operating Assumptions– dive into how to create a set of operating assumptions for a business

3. The First Statement – P&L– learn how to model out the profit and loss statement

4. The Second Statement – Cash Flow Statement– understand how the P&L is linked to the cash flow statement and how to model it out

5. The Third Statement – Balance Sheet– learn how to model out the balance sheet and its supporting schedules

6. Final Model Check & Troubleshooting– discover how the 3 financial statements come together & key strategies to troubleshoot a model

If you have any questions once you get started, do not hesitate to use the embedded Q&A function and we will get back to you shortly to continue your learning journey.

Whether you’re wanting to improve your financial modeling skills or are even brand new to the finance world, this is the course for you!

We can’t wait to see you inside the course!

Course Curriculum

Chapter 1: Course Introduction

Lecture 1: Introduction to the Course

Lecture 2: Setting Up The Excel Sheet

Lecture 3: The Case Chooser

Lecture 4: Incorporating Case Functionality

Chapter 2: Operating Assumptions

Lecture 1: Revenue Assumptions

Lecture 2: COGS Assumptions

Lecture 3: Operating Expense Assumptions

Lecture 4: Other Assumptions

Chapter 3: The First Statement – P&L

Lecture 1: Modeling Revenue

Lecture 2: Modeling to Gross Profit

Lecture 3: Modeling to EBITDA

Lecture 4: Modeling the Rest of the P&L

Chapter 4: The Second Statement – Cash Flow Statement

Lecture 1: Cash Flow from Operations, Investing & Financing

Lecture 2: Net Cash Flow

Chapter 5: The Third Statement – Balance Sheet

Lecture 1: Assets, Liabilities & Equity

Lecture 2: Supporting Schedules – Debt

Lecture 3: Supporting Schedules – Interest Calculations

Lecture 4: Supporting Schedules – Net Working Capital

Lecture 5: Supporting Schedules – PP&E, Share Capital & Retained Earnings

Chapter 6: Final Model Check & Troubleshooting

Lecture 1: Balance Sheet Check

Lecture 2: Model Troubleshooting

Lecture 3: Coupons for Further Learning!

Lecture 4: Thank You!

Instructors

Michael Ng
Global Private Equity Investor & Investment Banker

Rating Distribution

1 stars: 2 votes
2 stars: 16 votes
3 stars: 81 votes
4 stars: 282 votes
5 stars: 455 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

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