Building a 3-Statement Model in Excel

with Ned Krastev
4.9/5
(266)

Take your financial modeling skills to the next level! In this hands-on course, you will learn to create an Income Statement, Balance Sheet, and Cash Flow Statement from scratch and prepare a comprehensive forecast model in Excel.

1 hour 19 lessons
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19 High Quality Lessons
2 Practical Tasks
1 Hour of Video
Certificate of Achievement

Course Overview

In this practical course, you will learn to build a 3-statement financial model in Excel. Starting from the basic accounting transactions, we show you how specific business activities affect a company‘s performance and financial statements. We will illustrate how to apply the double-entry principle of accounting and how to link the Income Statement, Balance Sheet, and Cash Flow Statement in a single comprehensive financial model. We also teach you to prepare a financial statements framework and then add a forecast period. This will enable you to add different scenarios and project a company’s financial performance under various assumptions. Moreover, you will learn how to structure fixed assets roll-forward, financial liabilities, and equity schedules and link them to the Income Statement, Balance Sheet, and Cash Flow Statement. Knowing how to create a 3-statement financial model in Excel will help you analyze the published historical information of a company and prepare the budget and forecast in the same format. This is an important skill for accountants, financial analysts, FP&A professionals, and everyone who participates in business decision-making. Enrol now to master your financial modeling skills to the next level!

Topics covered

AccountingExcelFinancial ModelingFinancial Statements Analysis

What You'll Learn

The Building a 3-Statement Model in Excel course will teach you the basics of financial modeling. Most importantly, you will learn:

How to create a mapping for financial transactions
The Excel formulas you need to transform individual accounting transactions into complete financial statements
How to construct an Income Statement, Balance Sheet, and Cash Flow Statement from scratch
How to link these financial statements in a flexible financial model
Calculate historical financial indicators
And use them in the 3-statement financial model forecast

Curriculum

Student feedback

4.9/5

266 ratings
5 stars
242 (91%)
4 stars
21 (8%)
3 stars
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16.03.2023
Very useful course, even for those who already have some knowledge about financial statements and their connections. Got to know new techniques and formulas for making a dynamic model, and this course helped me to systemize the approach to building a forecast for financial statements. Highly recommend.
16.03.2023
The entire course is outstanding and had grate understanding and the course make me to learn lot of new and grate thing in financial modelling. I really thank 365 from my bottom of my heart and need more help in this kind and for more courses.
08.03.2023
Wow I loved it. I never thought it was this easy to create a financial model. Tha I you 365 Financial analyst for this valuable course👍
02.03.2023
The course is fantastic and beyond my expectation. The lecturer was audible and the best in what he is doing.
17.03.2023
Excellent, Fantastic, Wonderful. Worth of Time Investment. Super Like. Is it possible to give 6-STAR.
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“The 3-Statement Model is the building block in financial analysis on which more complicated models, such as sensitivity and scenario analysis, are built.”

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Building a 3-Statement Model in Excel

with Ned Krastev

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