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Corporate Finance Institute

FP&A Modeling Pt.6 – Financial Statement Aggregation

via Corporate Finance Institute

Overview

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FP&A Modeling Pt.6 – Financial Statement Aggregation Overview


CFI’s “FP&A Modeling Pt.6 – Financial Statement Aggregation” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.


Who Should Take This Course?

This course is perfect for FP&A professionals at a beginner, intermediate, or even advanced level. This course is a part of a series of FP&A courses.

FP&A Modeling Pt.6 - Financial Statement Aggregation Learning Objectives

  • Understand the difference between current & deferred income taxes and why both are needed in FP&A models
  • Use consolidated monthly financial statements to determine the company’s health in terms of profitability and cash flow
  • Use Excel functions to aggregate monthly figures into quarterly and annual estimates

Syllabus

  • Income Taxes
  • Financial Statements
  • Aggregating Totals
  • Course Summary
  • Qualified Assessment

Taught by

Duncan McKeen

Reviews

4.9 rating at Corporate Finance Institute based on 7 ratings

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