What approach does this course use for financial analysis in Excel?

Envision the Future: Financial Modeling Using Excel teaches a disciplined approach for developing financial analysis in Excel.

Which projections does this course prepare?

This course prepares financial projections of the income statement balance sheet and statement of cash flows.

Which corporate purposes rely on the financial models built in this course?

Envision the Future: Financial Modeling Using Excel explains that financial models underpin business valuations budgeting and capital budgeting among other corporate finance purposes.

How many CPE credits does this video course provide?

Envision the Future: Financial Modeling Using Excel is a Technical self study video course worth 1.5 CPE credits, with an 8 question final exam preceded by 5 review questions (optional) at a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

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Course Details

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

QAS / Registry

Author:	Blair Cook, CPA, CA (Canada), MBA
Course Length:	Pages: 11 \|\|\| Review Questions: 5 \|\|\| Final Exam Questions: 8
CPE Credits:	1.5
IRS Credits:	0
Price:	$21.95
Passing Score:	70%
Course Type:	Video - Text

Envision the Future: Financial Modeling Using Excel (Video) - CPE course for CPAs

Technical Designation:	Technical
Field Of Study:	Finance
Approved Audience:	NASBA QAS - NASBA Registry
Key Takeaways:	This video course teaches how to build a financial model of a business in Excel, covering the income statement, balance sheet, and statement of cash flow. Concentrates on preparing a financial projection of the income statement, balance sheet, and statement of cash flow. Uses an approach that keeps model integrity and credibility top of mind throughout development. Supports uses such as solicitations for financing, budgeting, forecasting, and business valuations. Worth 1.5 CPE credits in Computer Software and Applications as a self study video course on financial modeling using Excel, requiring an 8 question final exam preceded by 5 review questions (optional) and a 70% passing score.
Frequently Asked Questions:	What approach does this course use for financial analysis in Excel? Envision the Future: Financial Modeling Using Excel teaches a disciplined approach for developing financial analysis in Excel. Which projections does this course prepare? This course prepares financial projections of the income statement balance sheet and statement of cash flows. Which corporate purposes rely on the financial models built in this course? Envision the Future: Financial Modeling Using Excel explains that financial models underpin business valuations budgeting and capital budgeting among other corporate finance purposes. How many CPE credits does this video course provide? Envision the Future: Financial Modeling Using Excel is a Technical self study video course worth 1.5 CPE credits, with an 8 question final exam preceded by 5 review questions (optional) at a 70% passing score. CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.
Description:	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.
Usage Rank:	21667
Release:	2016
Version:	1.0
Prerequisites:	Basic familiarity with accounting and financial ratio analysis
Experience Level:	Overview
Additional Contents:	Complete, no additional material needed.
Additional Links:	External: Envision the Future Financial Modeling Using Excel Video NASBA Internal: Introduction to Excel Lookup Formulas (Video) Internal: Modeling Profitability and Making Forecasts in Excel (Course Id 2545) External: Microsoft Support - Find and remove duplicates in Excel
Advance Preparation:	None.
Delivery Method:	QAS Self Study
Intended Participants:	Anyone needing Continuing Professional Education (CPE).
Revision Date:	12-Mar-2026
NASBA Course Declaration:	Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Keywords:	Envision the Future: Financial Modeling Using Excel (Video) - CPE course for CPAs
Learning Objectives:	Course Learning Objectives Upon completion of this course, the learner will be able to: � 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
Course Contents:	Chapter 1 - Envision the Future: Financial Modeling Using Excel Chapter 1 Review Questions Chapter 2 - Links for Other Required Files Glossary of Terminology

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

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What approach does this course use for financial analysis in Excel?

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