Introduction to 3-Statement Modeling

About this course

The three-statement financial model forms the foundation on which almost all other types of models and analyses are built, and creating one is a crucial skill for many finance professionals. In this course, we will build a three-statement model from scratch and then review and audit it to make sure it’s working properly. You will gain a step-by-step understanding of how the income statement, balance sheet, and cash flow statement are linked together within a dynamic financial model. The course will emphasize best practices in structuring models, building assumptions, and ensuring accuracy and consistency across all statements. In addition, you will develop practical skills in forecasting financial performance, identifying key drivers of business results, and troubleshooting model errors. By the end of the course, you will be able to confidently build and audit a fully integrated three-statement model for real-world financial analysis.

Course objectives

• develop a solid foundation in financial modeling
• emphasize best practices for model accuracy and consistency
• gain practical skills applicable to real-world scenarios