3 Statement Modeling with Iterations – Felix

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3 Statement Modeling with Iterations

Understand how to model a 3 statement model and how to deal with circular references.

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22 Lessons (75m)

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Description & Objectives
1. 3 Statement Model Steps

03:25
2. Entering Historical Data

03:34
3. Model 1 Walkthrough

01:47
4. Model 1 Historical Data

03:59
5. Ratios and Forward Assumptions

02:24
6. Income Statement

03:03
7. Model 1 Income Statement

06:07
8. Balance Sheet

02:34
9. Model 1 Balance Sheet Calcs

05:28
10. Model 1 Balance Sheet

05:07
11. Cash Flow Statement

03:59
12. Model 1 Cash Flow Statement

06:08
13. Cash and Revolver

03:10
14. Model 1 Cash and Revolver

02:50
15. Interest Calculations

01:28
16. Model 1 Interest Calculations

03:16
17. Interest and Circular References

04:39
18. Model 1 Interest in Income Statement

05:27
19. Understanding Model Drivers

02:27
20. Model 1 Check Ratios and Statistics

03:21
21. Prepare for Handoff

02:44
22. Three Statement Modeling with Iteration Tryout

Prev: Introduction to Modeling Next: 3 Statement Model Editing

Description

Understand how to model a 3 statement model and how to deal with circular references.

Learning Objectives

Identify key numbers in the income statement.
Calculate interest using average balances.
Apply circular references and iterations in financial modeling.
Use a circular reference switch effectively.
Build a three statement model

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training 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.

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For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

CPE Exams

You must complete the CPE exam within 1 year of accessing a related playlist or course to earn CPE credits. To see how long you have left to complete a CPE exam, hover over the locked CPE credits button.

What if I'm not collecting CPE credits?

CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.

Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
Search function: Use the Felix search function on the homepage to find content related to what you want to learn. Find related video content, lessons, and questions people have asked on the topic.
Closed Captions & Transcript: Closed captions and transcripts are available on videos. The video transcript can be found next to the closed captions in the video player. The transcript feature allows you to read the transcript of the video and search for key terms within the transcript.
Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.