Envision the Future: Financial Modeling Using Excel (Video) (Course Id 1097)

• Who is this course for?
  This course is for professionals seeking Continuing Professional Education (CPE) who want to develop or enhance their skills in financial modeling using Excel.

• What is this course about or what problem does this course solve?
  The course teaches how to create credible and structured financial models in Excel, addressing the need for reliable tools in strategic planning, forecasting, and financial decision-making.

• How can the knowledge from this course be used?
  Learners can use the skills from this course to develop financial projections for the income statement, balance sheet, and cash flow statement, supporting activities like budgeting, valuation, and capital planning.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It provides essential Excel-based financial modeling skills that enhance a CPA's or accountant’s ability to perform high-level financial analysis and support business planning efforts.

• When is this course relevant or timely?
  This course is especially timely when financial forecasts or models are required for budgeting, funding proposals, business valuations, or strategic financial planning.

• How is a course like this consumed or used?
  The course is delivered as a QAS self-study video with accompanying text and assessments, allowing learners to complete it at their own pace online.

In this Excel financial modeling training course, we are going learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes. In this Excel for finance online course, we are going to concentrate on the preparation of a financial projection of the income statement, balance sheet, and statement of cash flow. We will use an approach that keeps model integrity and credibility top of mind throughout development.

Video - NASBA QAS - Text - NASBA Registry - 1097

Course Learning Objectives

• Use a disciplined approach for using Excel to develop financial analysis
• Prepare financial projections of the income statement, balance sheet, and statement of cash flows

Chapter 1 - Envision the Future: Financial Modeling Using Excel

Chapter 1 Review Questions

Chapter 2 - Links for Other Required Files

Glossary of Terminology