In this course we learn how to financially model a business using Excel. Financial models underpin strategic and business planning, solicitations for financing, budgeting and forecasting, business valuations, cash budgeting, capital budgeting, and so many other corporate finance purposes.
We concentrate on the preparation of a financial projection of the income statement, balance sheet and statement of cash flow. We use an approach that keeps model integrity and credibility top of mind throughout development.
SKU *: crs-1571313
Sell price $: 0.00
Course Preview:
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Course Short Description:
This course teaches the fundamentals of financially modeling a business using Excel.
Compliance Deep Tag: - None -
Credit Hours: 1.5
CPE Credits Awarded *: 1.5
Approval Status: - None -
Course is for: ** Main Course Library **
Course Duration: 1.5
Complexity of Content: Intermediate
Suppress in lists: No
Last Updated/Reviewed Date: March 5, 2024
Course Topic: Excel, Financial Modeling
Prerequisitses:
Prerequisite: Basic proficiency with accounting and Excel
Advanced Preparation: None
Learning Objective:
- Identify a disciplined approach for using Excel to develop financial analysis
- Discover how to prepare financial projections of the income statement, balance sheet, and statement of cash flows
Coupon Terms: coupon-cook
Course Functional Titles: Financial Analyst, Non Finance Professional, Treasury Analyst
Course Type: CPE Course
crs_type:
CPE Course
Format: on_demand
format_crs:
on_demand
Audit & Accounting: No
Careers: No
Ethics (NASBA): No
Excel: No
Finance: Yes
Human Resources (HR): No
Internal Audit: No
Leadership & Management: No
Marketing: No
Operations: No
Productivity & Tech: No
Risk Management: No
Sales: No
Tax: No
Free Trail: Yes
Other: No
Field of Study: Finance
crs cat:
Finance, Free Trail
CPA: Yes
CPD-IES8: Yes
CMA: Yes
CFE: Yes
Yellow Book: Yes
CGFM: Yes
CIA: Yes
CRMA: Yes
CPP: No
FPC: No
CTP: No
FP&A: No
CISM: No
CRISC: No
CISA: No
CIST: No
CRFS: No
SHRM-CP: Yes
SHRM-SCP: Yes
PHR: Yes
SPHR: Yes
GPHR: Yes
aPHR: Yes
PHRca: Yes
PHRi: Yes
SPHRi: Yes
cert type: CPA, CPD-IES8, CMA, CFE, Yellow Book, CGFM, CIA, CRMA, SHRM-CP, SHRM-SCP, PHR, SPHR, GPHR, aPHR, PHRca, PHRi, SPHRi
Enable/Disable: Yes
CPE Credits CPA: 1.5
Field of Study CPA: Finance
CPE Delivery Method CPA: QAS Self-Study
Program Location CPA:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Illumeo 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. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
Enable/Disable: Yes
Hours CPD-IES8: 1.5
Field of Study CPD-IES8: Finance
CPE Delivery Method CPD-IES8: QAS Self-Study
Program Location CPD-IES8:
Online
Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
Enable/Disable: Yes
CPE Credits CMA: 1.5
Field of Study CMA: Finance
CPE Delivery Method CMA: QAS Self-Study
Program Location CMA:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: Yes
CPE Credits CFE: 1.5
Field of Study CFE: Financial Transactions and Fraud Schemes
CPE Delivery Method CFE: QAS Self-Study
Program Location CFE:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: Yes
CPE Credits CGFM: 1.5
Field of Study CGFM: Financial Planning Or Analysis
CPE Delivery Method CGFM: QAS Self-Study
Program Location CGFM:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Enable/Disable: Yes
CPE Credits YB: 1.5
Field of Study YB: Other
CPE Delivery Method YB: QAS Self-Study
Program Location YB:
Online
Description:
The GAO's Yellow Book, Government Auditing Standards, establishes CPE requirements. Auditors performing work under GAGAS, including planning, directing, performing field work, or reporting on an audit or attestation engagement under GAGAS, need to maintain their professional competence through continuing professional education (CPE). Therefore, each auditor performing work under GAGAS should complete, every two years, at least 80 hours of CPE that directly enhance the auditor's professional proficiency to perform audits and/or attestation engagements. At least 24 of the 80 hours of CPE should be in subjects directly related to government auditing, the government environment, or the specific or unique environment in which the audited entity operates. At least 20 hours of the 80 should be completed in any one year of the two-year period. For details on the Yellow Book CPE requirements go to http://www.gao.gov/ and https://www.gao.gov/assets/700/693136.pdf.
Enable/Disable: Yes
CPE Credits CIA: 1.5
Field of Study CIA: Specific business topics such as finance and others
CPE Delivery Method CIA: QAS Self-Study
Program Location CIA:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
Enable/Disable: Yes
CPE Credits CRMA: 1.5
Field of Study CRMA: Other activities contributing to professional competence
CPE Delivery Method CRMA: QAS Self-Study
Program Location CRMA:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details CPP:
 | This activity, ID No. 19 ILL 000 has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at www.americanpayroll.org. |
Description:
This program has been approved for 12 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
This program has been approved for 12 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
*Program Location:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details FPC:
| This activity, ID No. 19 ILL 000 has been approved for 1.0 Recertification Credit Hour(s) toward CPP recertification through the American Payroll Association (APA). Please make note of the Course Code on your CPP Recertification Log. For more information about certification or recertification, please visit the APA website at www.americanpayroll.org. |
Description:
This program has been approved for 12 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
This program has been approved for 12 Recertification Credit Hour(s) toward RCH recertification through the American Payroll Association (APA). For more information about certification or recertification, please visit the APA homepage at www.americanpayroll.org.
Enable/Disable: No
Program Location CTP:
On Demand/Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals
Approved for up to 2.4 CTP/CCM recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location FP&A:
On Demand/Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Enable/Disable: No
Program Location IRS-EA:
Online
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
~Credit Details IRS-EA:
 | This activity, ID No. XXXXXX has been approved for #### CPE credit hours toward IRS Enrolled Agent (EA) continuing education requirements. In accordance with the standards set forth in Circular 230 section 10.6, CE credits have been granted based on a 50-minute hour. |
Enable/Disable: No
Program Location CISM:
Online
Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CRISC:
Online
Description:
Your specific provider of Continuing Professional Education accreditation has final authority on the acceptance of individual courses for CPE credit.
Enable/Disable: No
Program Location CISA:
Online
Description:
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
Enable/Disable: No
Program Location CIST:
Online
Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: No
Program Location CRFS:
Online
Description:
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
Enable/Disable: Yes
PDC Credits SHRM-CP: 1.5
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP℠. This program is valid for 1.5 PDCs for the SHRM-CP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP℠. This program is valid for 1.5 PDCs for the SHRM-CP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Enable/Disable: Yes
PDC Credits SHRM-SCP: 1.5
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-SCP℠. This program is valid for 1.5PDCs for the SHRM-SCP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Illumeo is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-SCP℠. This program is valid for 1.5PDCs for the SHRM-SCP℠. For more information about certification or recertification, please visit www.shrmcertification.org.
Enable/Disable: Yes
CEU Credits PHR: 1.5
Field of Study PHR: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits SPHR: 1.5
Field of Study SPHR: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits GPHR: 1.5
Field of Study GPHR: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits aPHR: 1.5
Field of Study aPHR: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits PHRca: 1.5
Field of Study PHRca: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits PHRi: 1.5
Field of Study PHRi: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
CEU Credits SPHRi: 1.5
Field of Study SPHRi: HR (General)
*Program Location:
Online
*Program Level: Basic
*Prerequisites:
No advanced preparation or prerequisites are required for this course.
Description:
This program has been approved for 1.5 HR(Gen) aPHR™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™ recertification credit hours through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute homepage at www.hrci.org.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.
Enable/Disable: Yes
Hours: 1.5
Free Marketing Course: No
Sponser: Illumeo
Participation: Solo
Instructor: Recorded
Presence: Remote