CFA Institute – Financial Modeling: Building a 3 Statement Model

PLEASE NOTE, this course will be offered online and over three days, August 23rd, August 24th and August 25th, 2022 between 12:00 PM – 4:00 PM EST each day. Find your timezone here. https://dateful.com/time-zone-converter

Course Description

This hands-on course focuses on the skills required to design and create an interactive financial model of a company that adheres to the highest industry standards. The course material includes model design, logic, construction, financial concepts and accounting treatment. During the course, participants will build a model that includes a forecast of a company’s income statement, cash flow statement and balance sheet.

CFA Institute is working in conjunction with the Marquee Group to deliver this learning opportunity. By continuing to the Marquee Group’s registration page, your Personal Data will be handled in accordance with the Marquee Group’s Privacy Policy. (For information on how the Marquee Group will protect your data, please click here).

You also agree that the Marquee Group may share your Personal Data with CFA Institute. We attach great importance to protecting your data; as such, any data we receive will be treated according to all applicable Data Protection Laws and our Privacy Policy. (For information on CFA Institute privacy policy please click here).

Your personal data will be transferred to the United States, which is where both the Marquee Group and CFA Institute are located. Please refer to our Terms and Conditions here.

Who Will Benefit

This course is designed for those who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.

Special Instructions

• Participants will be sent a link in advance of the course and must use their computer to participate.
• Microsoft Excel is required for this session.
• Participants should have experience using Excel prior to attending.