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Step-by-Step 3 Statement Financial Modeling
A time-efficient way to learn how to create 3 statement financial models!

This Course Includes
udemy
4.7 (2.1K reviews )
1h 18m
english
Online - Self Paced
professional certificate
Udemy
About Step-by-Step 3 Statement Financial Modeling
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!
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.