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Financial Modeling & Forecasting

In our financial statement modeling course, you’ll learn how to properly build-out a 3 statement financial model from the ground up and project your financials 5 years out. If you are in finance or accounting, you need this course.

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Course objectives

A knowledge of financial modeling is essential everyone in business. In this course, you’ll learn key principles to create an effective financial model and learn to build-out a fully dynamic model.

We’ll top off the course by building a full 3 statement financial model from the ground up. The model will be fully dynamic and include 5 years of projections. Finally, we’ll teach you how to sensitize your model to test your key assumptions and how to properly present your model.

At completion, you’ll build a fully dynamic 3 statement financial model complete with 5 years of projections.

Some key things you’ll learn:

  • Financial modeling best practices
  • How to properly set up a financial model to be dynamic
  • Build a 3 statement financial model
  • Project out the financials
  • Sensitize your model based on key assumptions

 

We highly recommend taking our Financial Statement Analysis Bootcamp which teaches you how to analyze the financial statements.

Additional Info

Format: 3-6 minute videos, quizzes, and a final exam

CPEs: 5.0

Field of study: Finance

Prerequisites: You should have an intermediate knowledge of Excel (e.g. IF statements, VLOOKUP, COUNTIFS, etc.). If you are not comfortable with Excel, we recommend taking our Microsoft Excel Bootcamp.

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Copyright © 2023 Wisdify, Inc. All Rights Reserved. Wisdify, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

Kelsey Murphy

Kelsey is Wisdify’s expert content developer. Taking feedback from our students, Kelsey creates extremely relevant blog posts and leads the development of Wisdify’s other free resources.

Prior to Wisdify, Kelsey worked as a business technology strategy consultant for Forrester, a global research and advisory firm. While there, she acted as project manager for numerous research-based consulting projects.

Kelsey earned a BA in Economics and Mathematics from Wellesley College.

Madison Bess

Madison oversees the social media strategy at Wisdify and makes sure we stay closely connected with our students, receive their feedback, and provide our students with valuable information.

Prior to Wisdify, Madison successfully ran the social media accounts for multiple companies. She also found time to start her own personal training company (which she still runs).

Madison earned a BA in English from Brigham Young University.

Maryn Coughran

Maryn is a co-founder and leads the marketing and outreach efforts at Wisdify. She ensures we are connecting with our customers, hearing their feedback, and then implementing their suggestions.

Prior to Wisdify, Maryn co-founded (along with Nate) BostonExcel, a Microsoft Excel training company that worked with dozens of companies in virtually every industry. Maryn’s clients included numerous Fortune 1000 companies, prestigious universities, startups and everything in between. She also happened to write and illustrate a children’s book. Let’s just say she’s a woman of many talents.

Maryn earned a BA in Economics from Wellesley College.

Joe Lucas

Joe is the owner of Wisdify.  He is passionate about learning and development, he loves helping people achieve their professional and personal goals. Joe is a big believer in the power of online learning and community

Joe has worked for almost 20 years in corporate finance and accounting. Joe’s experience cuts across multiple industries (commercial finance, industrial & manufacturing, media / entertainment, real estate, and more). His roles have included experience in Fortune 500 companies, private-equity owned companies, and privately owned businesses.

Joe enjoys spending time with his lovely wife and his two awesome kiddos. In his spare time, he enjoys reading, learning, working out, and spending time outdoors

The Buckaroos

Gwyn, Jack, and Kate are the adorable tow-heads that lead up Wisdify’s campaigns on cuteness, energy, and sleep-deprivation.