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URL: https://www.coursera.org/learn/cfi-introduction-to-3-statement-modeling

⇱ Introduction to 3-Statement Modeling | Coursera

Introduction to 3-Statement Modeling

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Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Intermediate level

Recommended experience

6 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Learn statement links, build projection models, apply best practices, craft assumptions, balance complexity, & audit models for accuracy and errors.

Details to know

Shareable certificate

Add to your LinkedIn profile

Recently updated!

May 2026

Assessments

1 assignment

Taught in English

Build your subject-matter expertise

This course is part of the Valuation Modeling Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
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There are 11 modules in this course

The three-statement financial model forms the foundation on which almost all other types of models and analyses are built, and creating one is a crucial skill for many finance professionals. In this course, we will build a three-statement model from scratch and then review and audit it to make sure it’s working properly.

You will gain a step-by-step understanding of how the income statement, balance sheet, and cash flow statement are linked together within a dynamic financial model. The course will emphasize best practices in structuring models, building assumptions, and ensuring accuracy and consistency across all statements. In addition, you will develop practical skills in forecasting financial performance, identifying key drivers of business results, and troubleshooting model errors. By the end of the course, you will be able to confidently build and audit a fully integrated three-statement model for real-world financial analysis.

What's included

4 videos2 readings1 plugin

4 videos•Total 8 minutes
  • Introduction•2 minutes
  • Model Overview•2 minutes
  • Intro to 3 Statement Modeling_03_Types of Models.mp4•3 minutes
  • 3-Statement is the Foundation•2 minutes
2 readings•Total 2 minutes
  • Getting Started•1 minute
  • Downloadable Files•1 minute
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

8 videos1 plugin

8 videos•Total 17 minutes
  • Modeling Structure•1 minute
  • Modeling Best Practices•2 minutes
  • Number Sign Convention•2 minutes
  • Complex vs Simple Models•1 minute
  • Model Inputs•3 minutes
  • Model Processing•4 minutes
  • Model Outputs•3 minutes
  • Structure and Layout•1 minute
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

1 video1 plugin

1 video•Total 3 minutes
  • Financial Forecasting Framework•3 minutes
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

6 videos1 reading1 plugin

6 videos•Total 32 minutes
  • The Case Study•1 minute
  • Historical Data Walkthrough•10 minutes
  • Different Forecasting Methods•2 minutes
  • Model Assumptions and Drivers•3 minutes
  • Income Statement Historical Metrics•13 minutes
  • Historical Metrics vs Guidance Review•4 minutes
1 reading•Total 5 minutes
  • Downloadable Files•5 minutes
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

4 videos1 plugin

4 videos•Total 14 minutes
  • Forecasting Methods•2 minutes
  • Forecasting Revenue•2 minutes
  • Forecasting Gross Margin and Expenses•3 minutes
  • Forecasting to EBITDA•7 minutes
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

8 videos1 reading1 plugin

8 videos•Total 39 minutes
  • Working Capital Overview•3 minutes
  • Accounts Receivable•3 minutes
  • Accounts Payable•2 minutes
  • Inventory•2 minutes
  • Calculating Working Capital Metrics•7 minutes
  • Working Capital Scheduling•9 minutes
  • Forecasting Capital Assets•4 minutes
  • PP&E Schedule•10 minutes
1 reading•Total 1 minute
  • Interactive Exercises Support Download•1 minute
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

4 videos1 plugin

4 videos•Total 20 minutes
  • Forecasting Debt and Equity•5 minutes
  • Introduction to Capital Structure•3 minutes
  • Debt Corkscrew and Interest Expense•6 minutes
  • Common Stock Corkscrew with Retained Earnings•6 minutes
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

4 videos1 reading1 plugin

4 videos•Total 21 minutes
  • Intro to the Cash Flow Statement•1 minute
  • Cash from Operating Activities•3 minutes
  • Cash from Investing and Financing Activities•3 minutes
  • Cash Flow from Statement Walkthrough•13 minutes
1 reading•Total 1 minute
  • Knowledge Check Supplementary •1 minute
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

4 videos1 plugin

4 videos•Total 22 minutes
  • Auditing and Reviewing Techniques•1 minute
  • Auditing and Reviewing the Model Part 1•8 minutes
  • Auditing and Reviewing the Model Part 2•10 minutes
  • Linking Chart Data•4 minutes
1 plugin•Total 15 minutes
  • Knowledge Check•15 minutes

What's included

3 videos1 reading

3 videos•Total 4 minutes
  • Final Thoughts•1 minute
  • Modular Approach•1 minute
  • Next Steps•1 minute
1 reading•Total 5 minutes
  • Downloadable Files•5 minutes

What's included

1 assignment

1 assignment•Total 30 minutes
  • Qualified Assessment•30 minutes

Earn a career certificate

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Instructor

Corporate Finance Institute
50 Courses•150,669 learners

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