What does the Three Statement Modeling Program Cover?

This program equips candidates with the knowledge and tools required to build models from scratch, hence equipping you with the skills required to develop a fully integrated three statement financial model and perform equity valuation.

The Three statement modelling program  by Kaplan Middle East & North Africa is approved by KHDA in the UAE.

Learning Objectives

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Understand how to plan the model design and structure

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Forecast financial statements

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Develop consistent and review friendly models

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Understand how to perform a flexible DCF valuation

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Perform scenario and sensitivity analysis

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Who is it for?

The course is suitable for anyone who wants to develop their core financial modeling skills. Professionals and graduate students working or aspiring to work in asset management, investment banking, sovereign wealth funds, private equity, corporate finance, corporate banking and equity research can pursue this course.

Program Agenda

Modifying key default Excel settings for efficiency

Custom number formatting

Setting up the Quick Access Toolbar

Creating and modifying cell styles template

Understanding and applying industry best practices for model formatting, structure and readability

Incorporate model checks to ensure accuracy and build overall confidence in the model

Understand fundamentals of valuing shares and apply on a listed stock

Build an integrated three statement model (income statement, Balance Sheet and cash flow) for forecasting the financial performance of a real-life company

Construct various schedules for forecasting key line items of the financial statements (such as revenue, cost, PPE and intangibles, debt, working capital and equity)

Apply various forecasting methods (top-down vs. bottom-up approach)

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