Udemy

Platform

English

Language

Financial Modeling & Ana

Category

Step-by-Step 3 Statement Financial Modeling

A time-efficient way to learn how to create 3 statement financial models!

4.83 (68 reviews)

Students

1.5 hours

Content

Feb 2021

Last Update
Regular Price

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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


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!


Screenshots

Step-by-Step 3 Statement Financial Modeling
Step-by-Step 3 Statement Financial Modeling
Step-by-Step 3 Statement Financial Modeling
Step-by-Step 3 Statement Financial Modeling

Content

Course Introduction

Introduction to the Course

Setting Up The Excel Sheet

The Case Chooser

Incorporating Case Functionality

Operating Assumptions

Revenue Assumptions

COGS Assumptions

Operating Expense Assumptions

Other Assumptions

The First Statement - P&L

Modeling Revenue

Modeling to Gross Profit

Modeling to EBITDA

Modeling the Rest of the P&L

The Second Statement - Cash Flow Statement

Cash Flow from Operations, Investing & Financing

Net Cash Flow

The Third Statement - Balance Sheet

Assets, Liabilities & Equity

Supporting Schedules - Debt

Supporting Schedules - Interest Calculations

Supporting Schedules - Net Working Capital

Supporting Schedules - PP&E, Share Capital & Retained Earnings

Final Model Check & Troubleshooting

Balance Sheet Check

Model Troubleshooting

Coupons for Further Learning!

Model Troubleshooting

Thank You!


Reviews

J
John24 May 2021

I struggled a bit at first but, once I got into the groove of the intent of the exercises and some my excel knowledge gaps, I was able to move more quickly. Great Course to complete over the weekend and valuable templates as a parting gift.


3800356

Udemy ID

1/25/2021

Course created date

5/7/2021

Course Indexed date
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