Financial Modeling
Master the 3-Statement Financial Model with our unique visual framework to accelerate your learning. Stand out as you aim for BB/EB/MM Investment Banking or top Buy-Side roles.

Terms & Conditions

Welcome to Three Statement Modeling!

Let's Learn About You! :)

Will I Benefit From This Course?

Video Navigation Keyboard Shortcuts

Excel Warm-Up: Shortcuts, Exercises 1-3

Custom Formatting

Modeling Best Practices

Model Build Kick-Off

Income Statement Basics + Historicals

Time for Excel: Historical Income Statement

Income Statement Projections

Time for Excel: Projected Income Statement

Cash Flow Statement Fundamentals

Time for Excel: Cash Flow Setup

Introduction to Working Capital

Time for Excel: Balance Sheet Build

Cash Impact of Working Capital

Time for Excel: Cash Impact of Working Capital

Other Assets and Liabilities

Capitalization & PP&E Projection Mechanics

Time for Excel: PP&E Projections

Projection Mechanics: Common Stock and Treasury Stock

Time for Excel: Common Stock and Treasury Stock

Projection Mechanics: Retained Earnings

Time For Excel: Retained Earnings

The Debt Waterfall

Time for Excel: Debt Waterfall

Projection Mechanics: Revolving Credit Facility

Projection Mechanics: Long-Term Debt

Time for Excel: RCF + LT Debt

Interest Income / (Expense) Calculation

Time for Excel: Interest Expense + Circuit Breakers

How are you feeling? - End of Course

Next Steps

Certification Diagnostic - Financial Modeling
Gain clarity and confidence with a visual map to guide you through the model build from start to finish.

Text heavy slides and information overload.
Learn not only 'how' to build a model, but also 'why' each section matters and 'when' to go deeper in your model build, based on our founder's experiences across IB, PE and HF roles.

The same stale training from the late 1990's that focuses on 'how' to enter data into Excel.
Gain clarity and confidence with a visual map to guide you through the model build from start to finish.
Text heavy slides and information overload.
Learn not only 'how' to build a model, but also 'why' each section matters and 'when' to go deeper in your model build, based on our founder's experiences across IB, PE and HF roles.
The same stale training from the late 1990's that focuses on 'how' to enter data into Excel.
Half the battle in building a model is error avoidance, which we will teach you throughout the course.
'Cookie cutter' presentation of Modeling Best Practices.
We recommend that you have a basic understanding of Accounting Fundamentals. No other background is needed.
We have the privilege of teaching at world-class Investment Banks, Private Equity funds and Growth Equity funds every year. These clients require their employees to master both public and private company modeling. So, we built this course with that in mind and made it applicable to both public and private side financial models.
If you are just getting started preparing for interviews, we strongly recommend that you master fundamental concepts with our Interview Ready packages (IB | PE). With that said, if you are up the learning curve and feel strong about your technicals, then building a model can help you take your Finance knowledge to the next level.