3-Statement Modeling
Understanding the right way to construct and balance a 3-Statement Financial Model is a critical skill that is needed for many finance and accounting roles.
Course Introduction
3-Statement Modeling Course Slides
CFI Financial Modeling Guidelines
Company Health Check
Overview of Financial Statements
Role of Finance Professionals
Download Compact Model Template
Compact Model Tour & Shortcuts
Income Statement
Cash Flow Statement
Balance Sheet Assets
Balance Sheet Liabilities
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Balance Sheet Equity
Checkin 1
The Importance of Design
Reverse Model Design
Designing For The Audience
Defining Model Drivers
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Model Tour
Tips for Building
Choose Function
Index Function
Combo Box
Checkin 2
Overview of Schedules
Model Tour
Model Solution
Checkin 3
Overview of Capital Stucture
Using Corkscrews
Model Tour
Debt Schedule
Equity Structure
Checkin 4
Error Detection & Excel Settings
Tour of Statements
Income Statement
Cash Flow Statement
Balance Sheet
Revolver Overview
Revolver Model Tour
Revolver Solution
Complete the Statements
Cash Available for Revolver
Revolver Movements
Finding Hardcodes
Row Differences
Go to Precentent Cell
Missing Line Items
Incorrect Balance Sheet Wiring
Checkin 5
Circularity
Financial Model Circularity
Switch Overview
Switch Installation
Crashing the Model
Checkin 6
Importance of Dashboards
Tour of Dashboard
Dashboard Solution
Checkin 7
Using Model Checks
Installing the Alerts
Checkin 8
Print Preview
Detailed Settings
Quick Access Toolbar
Course Summary
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Qualified Assessment