Financial Statement Modelling online

Financial Statement Modelling is designed for professionals who need to build, modify or run financial models. For those with limited experience, the course is an excellent introduction to real world financial modelling. Experienced modellers find the quality and productivity of their modelling improves through the introduction of a standardised approach to model design and construction.

What will you learn?

The Financial Statement Modelling course will teach you solid modelling techniques which will enable you to model financial statement based forecast models – including valuation methodologies, scenario managers and sensitivity analysis.

By the end of course, you will be able to:

  • Read and understand financial models
  • Create a model containing the Income Statement, Balance Sheet and Cash Flow from scratch based on an existing assets basis

Why should you sign up?

This course combines clear video tutorials with self-assessed modelling assignments and online support. You can view and revisit the tutorials as many times as you like and take advice from our modelling team as you implement the techniques in your own modelling.

This course is CPD certified for 25 hours.

Sign up online for instant access, contact us to request an invoice, and see below for the full list of modules.

Book your course

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Date
Format
Location
Duration
Instructor
Price
Any
Online
Online
25 hours approx
Andrew Berkley
£395

Full list of modules

Primary Financial Statements
  • 1: Placeholders - Quick Reminder
  • 2: Calculation blocks - Quick Reminder
  • 3: Corkscrews - Quick Reminder
  • 4: Row anchored links - Quick Reminder
  • 5: Copy or link? - Quick Reminder
  • 6: Quick charts - Quick Reminder
  • 7: Import / export - Quick Reminder
  • 8: Equity - Rough Work
  • 9: Equity - Case Study
Revenue Price
  • 1: Constants - Quick Reminder
  • 2: Pyramid structure - How To
  • 3: Formatting numbers - Quick Reminder
  • 4: Flags - How To
  • 5: Embedded constants - How To
  • 6: Precedents and dependents - Quick Reminder
  • 7: Editing a formula - Quick Reminder
  • 8: Revenue price - Rough Work
  • 9: Revenue price - Case Study
Revenue Demand
  • 1: 2D calculation blocks - How To
  • 2: F1F9 macros - Quick Reminder
  • 3: Find & replace - Quick Reminder
  • 4: Revenue demand - Rough Work
  • 5: Revenue demand - Case Study
Revenue Summary
  • 1: Revenue summary - Case Study
Operating Costs
  • 1: Writing a good label - How To
  • 2: Sign conventions - Quick Reminder
  • 3: Sign switch - Quick Reminder
  • 4: Operating Costs - Rough Work
  • 5: Operating Costs - Case Study
Escalation
  • 1: Day counts - How To
  • 2: Date functions - How To
  • 3: Data picks - How To
  • 4: ISNA - How To
  • 5: Escalation - Rough Work
  • 6: Escalation - Case Study
Deferred Tax
  • 1: Counterflows - Quick Reminder
  • 2: MIN and MAX - How To
  • 3: Goal seek - How To
  • 4: Deferred Tax - Rough Work
  • 5: Deferred Tax - Case Study
Business Operations
  • 1: Review a FAST model - How To
  • 2: Business Operations - Analysis
  • Model build challenge: Hotel Raja part 1
Non Current Assets
  • 1: Initial balances - Rough Work
  • 2: Initial balances - Case Study
  • 3: Accounting depreciation - Rough Work
  • 4: Accounting depreciation - Case Study
  • 5: Look back functions - How To
  • 6: Capital expenditure - Rough Work
  • 7: Capital expenditure - Case Study
Tax Effects of Non Current Assets
  • 1: Tax depreciation - Rough Work
  • 2: Tax depreciation - Case Study
Working Capital
  • 1: Accounts receivable - Rough Work
  • 2: Accounts receivable - Case Study
  • 3: Accounts payable - Rough Work
  • 4: Accounts payable - Case Study
Business Assets
  • 1: Business Assets - Analysis
  • Model build challenge: Hotel Raja part 2
Equity Finance
  • 1: Share capital - Rough Work
  • 2: Share capital - Case Study
  • 3: Dividends - Rough Work
  • 4: Dividends - Case Study
Debt Finance
  • 1: Scenario selection (nested IF and CHOOSE) - How To
  • 2: Scenario selection (OFFSET) - How To
  • 3: Scenario selection (INDEX) - How To
  • 4: Senior debt principal repayment - Rough Work
  • 5: Senior debt principal repayment - Case Study
  • 6: Senior debt interest I - Rough Work
  • 7: Senior debt interest II - Rough Work
  • 8: Senior debt interest - Case Study
Business Finance
  • 1: Business Finance - Analysis
  • Model build challenge: Hotel Raja part 3
Key Outputs / Analysis
  • 1: Sensitivities & scenarios - Rough Work
  • 2: NPV and XNPV - How To
  • 3: IRR and XIRR - How To
  • 4: Valuation - Rough Work
  • 5: Valuation - Case Study
  • 6: Ratios - How To
  • 7: Ratios - Rough Work
  • 8: Ratios - Case Study
Quality Control
  • 1: Track sheet - Rough Work
  • 2: Track sheet I - Case Study
  • 3: Track sheet II - Case Study
  • 4: Checks & alerts - How To
  • 5: Checks & alerts - Case Study
Model Finalisation
  • 1: Placeholders - Rough Work
  • 2: Flags - Rough Work
  • 3: Flags - Case Study
  • 4: Relocating inputs - Rough Work
  • 5: Relocating inputs - Case Study
  • Model build challenge: Hotel Raja part 4
  • Model build challenge: Hotel Raja part 5
  • Model build challenge: Hotel Raja part 6
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