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Step-by-Step 3 Statement Financial Modeling
Rating: 4.5 out of 5(2,965 ratings)
10,023 students

Step-by-Step 3 Statement Financial Modeling

A time-efficient way to learn how to create 3 statement financial models!
Created byMichael Ng
Last updated 4/2023
English

What you'll 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

Course content

6 sections • 23 lectures • 1h 18m total length

  • Introduction to the Course1:57

    Covers the course outline, instructor background and student tips.

  • Setting Up The Excel Sheet1:26

    Covers the fundamentals of setting up Excel sheets within financial models.

  • The Case Chooser2:20

    Covers how to create a dynamic case chooser within a financial model.

  • Incorporating Case Functionality4:46

    Covers the most common method on how to incorporate case functionality in a financial model.

  • Create Case Functionality

Requirements

  • A basic knowledge of finance

Description

The Step-by-Step 3 Statement Financial Modeling course is designed to provide you with a highly approachable & time-efficient way to learn more about how to create your own financial models and review those created by others!


We cover each component of a 3 statement financial model from 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 approach with 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 concepts to 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 banks such as J.P. Morgan and 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!

Who this course is for:

  • 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

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