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Introduction to 3-Statement Financial Modeling
Rating: 4.8 out of 5(10 ratings)
41 students

Introduction to 3-Statement Financial Modeling

Learn to build a financial model that dynamically links the Income Statement, Cash Flow Statement, and Balance Sheet.
Last updated 10/2025
English

What you'll learn

  • Understand the core components of a 3-Statement Model: the Income Statement, Cash Flow Statement, Balance Sheet, Operational & Capital Structure Schedules
  • Build a simple 3-statement model that dynamically links the Income Statement, Cash Flow Statement, and Balance Sheet
  • Recognize the 3 statements as finance's foundation, key to building other advanced models, and essential for analyzing business performance and decisions
  • Master key Financial Modeling techniques. Learn best practices such as how to structure a financial model, and how to build the inputs, core model, and outputs
  • Apply the model for decision-making, using it to perform scenario analysis, evaluate funding needs, and profitability trends

Course content

8 sections19 lectures1h 0m total length
  • Introduction0:50
  • Overview - The 3 Statements & 3 Statement Modeling2:27
  • Download Course Files0:18



  • Quiz 1

Requirements

  • Although a basic understanding of finance helps, no finance experience is needed. The course includes an E-Guide that covers the basics.

Description

Welcome to 3-statement financial modeling! Learn how to build a 3-statement financial model that dynamically links the Income Statement, Cash Flow Statement, and Balance Sheet. We follow a simple 5-step framework to build a model that is as simple as it is elegant.

What sets this course apart from others on the market is its unique approach. Unlike other courses that force you to sit through hours of lengthy videos, we've distilled complex concepts into concise, to-the-point videos, accompanied by a detailed e-guide that allows you to study at your own pace.

This essential skill for any finance professional integrates the income statement, balance sheet, and cash flow statement into one dynamically linked, comprehensive model. It allows you to thoroughly evaluate a company’s financial health and forecast its future profitability, asset position, and cash outlook. It is a key decision-making tool and forms the foundation for many other types of models, such as discounted cash flow (DCF) and merger models. Ultimately, everything in business and finance connects back to these three financial statements, as they form the bedrock for analyzing performance and driving strategic decisions.

Whether you're an FP&A leader, a private equity professional, or a student launching a finance career, this course provides the foundation and knowledge you need to begin building effective three-statement models. Happy modeling!

Who this course is for:

  • This course is for aspiring finance professionals, FP&A analysts, private equity professionals, and entrepreneurs looking to master financial modeling. Students preparing for careers in finance will also find it especially valuable.
  • You’ll learn to build a 3-statement financial model that dynamically links the Income Statement, Balance Sheet, and Cash Flow Statement. This skill is the foundation for other advanced models, such operating models, discounted cash flow (DCF), and merger & acquisition (M&A) models, that are essential in investment banking, private equity, and corporate finance. Whether launching your career or refining your skills, this course provides the fundamentals you need.