FP&A Professional 3-Statement Modeling

FP&A Professional 3-Statement Modeling Course

Balancing 3-Statement models is something that FP&A professionals often struggle with. Trying to link and balance a complex 3-statement FP&A model can be very frustrating. This course teaches a systematic method that can be used to make sure a 3-statement FP&A model remains balanced as each group of line items is added to the cash flow statement and the balance sheet.

FP&A Professional 3-Statement Learning Objectives

By the end of this course, you will learn to: 

• Identify the time period and main purpose of each financial statement.
• Explain the relationship between the cash flow statement & the balance sheet.
• Recommend a procedure to balance an FP&A model as each set of line items is added.
• Compare the structure and purpose of supporting schedules to the financial statements.
• Define common structures like corkscrews commonly used in financial modeling.
• Explain the role of a revolver in a financial model and calculate when it is needed.

Who should take this course? This course is perfect for FP&A professionals looking to further augment their financial modeling skills. Many corporations and financial institutions require FP&A professionals to be able to understand, link, and balance complex 3-statement FP&A models.

FP&A Professional 3-Statement Modeling is a required course of CFI’s FP&A Specialization