3 Statement Modeling with Estimates – Felix

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3 Statement Modeling with Estimates

Learn to build a 3 statement model using management and consensus estimates.

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21 Lessons (72m)

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Description & Objectives
1. What Are Consensus Estimates and Why Are They Important

02:12
2. Using Estimates In Models

03:10
3. Model Tour

02:32
4. Assumptions - What Are Scenarios and How to Use the Index Function

03:00
5. Model Assumptions And Scenarios

06:17
6. Model Historical Figures

04:26
7. Model Income Statement - Top Half

04:43
8. Income Statement - Bottom Half

02:05
9. Model Income Statement - Bottom Half

02:34
10. Balance Sheet - Assets

01:16
11. Model Balance Sheet - Asset

03:30
12. Balance Sheet - Liabilities and Equity

01:03
13. Model Balance Sheet - Liabilities and Equity

04:02
14. Cash Flow Statement - Operating

01:05
15. Model CFS - Operating

04:57
16. Model CFS - Inv, Fin, and balancing the BS

05:08
17. Iterative Interest Calculations

01:30
18. Dealing With Circular References

05:32
19. Model Interest in The Income Statement

07:24
20. Model Ratios - Do the Estimates Look Sensible

05:10
21. Three Statement Modeling with Estimates Tryout

Prev: 3 Statement Model Editing Next: Modeling Case Study

Description

Learn to build a 3 statement model using management and consensus estimates.

Learning Objectives

Distinguish between different line items in the income statement and balance sheet.
Estimate revenues and EBIT for financial forecasting.
Evaluate the model for reasonableness.
Predict outcomes based on base case, best case, and worst-case assumption scenarios.

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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.

What are CPE credits?

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.