myCPE

Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model 2 Credits

Financial Forecasting Mastery: Building a Robust Three-Statement Projection Model 2 Credits

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objectives

  • To analyze the foundational significance of the three-statement projection model in financial forecasting.
  • To discuss how to construct a cohesive and accurate financial projection integrating income, balance, and cash flow statements.
  • To explain how to develop the skills to interpret and analyze projections for strategic decision-making.
  • To explain practical exercises to apply and refine modeling proficiency effectively.
  • To inspect the ability to translate projections into actionable insights for strategic directions.

Course Overview

Delve into the world of financial forecasting with our immersive webinar, "Three-Statement Projection Model." In this enlightening CPE webinar, participants will uncover the bedrock of financial projection, exploring the indispensable role of the three-statement model in strategic planning and decision-making. Learning objectives are tailored to ensure a comprehensive understanding and practical application of this pivotal forecasting tool.

Through the expert guidance of Gregory Holzel, attendees will navigate the intricacies of constructing a cohesive three-statement projection model. This comprehensive approach integrates the income statement, balance sheet, and cash flow statement into a singular projection, fostering accuracy and relevance in financial analysis.

In this captivating online webinar, participants will engage with practical exercises mirroring real-world scenarios, honing their modeling proficiency in a hands-on environment. The course design empowers attendees to not only construct these models but also interpret projections adeptly. By gleaning actionable insights from projections, participants will develop the skills to drive strategic decision-making within their financial realm.

Major topics:

  • Foundational significance of the three-statement projection model in financial forecasting
  • Construction of cohesive and accurate financial projections integrating income, balance, and cash flow statements
  • Interpretation and analysis of projections for strategic decision-making
  • Practical exercises to refine modeling proficiency effectively
  • Translation of projections into actionable insights for strategic directions

Join us in mastering this fundamental forecasting technique, from grasping its foundational principles to applying them in dynamic scenarios. Elevate your financial acumen and enhance your decision-making capabilities through a comprehensive understanding and practical application of the three-statement projection model.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Financial Accounting and Reporting for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Valuation and Risk Models for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Forecast Cashflows for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible

Additional Information

Credits

2

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Gregory Holzel

Gregory Holzel , CPA, MBA

Owner, GT Financials PLLC

  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating

Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.


Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.


Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.


Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.


Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.


Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.


Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

CS

Carl Swoboda, CPA (US)

5

Mr. Gregory Holzel taught this seminar very well. He spoke clearly and had the closed captioning on for those of us hard of hearing. Kudos!

FG

Frederic Gore, CPA (US)

5

The course will be very helpful to me as I attempt to incorporate financial forecasting more into my regular financial activities.

Recommended Courses

Understanding Social Security - Retirement University Workshop 2

Mar 18, 03:30 PM ET

  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP

Insurance for Digital Asset Businesses

Mar 18, 04:00 PM ET

  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM

The Fine Art of Not Screwing Up Your Clients Real Estate Investments

Mar 19, 10:00 AM ET

  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
  • CAP

Valuation for Litigation Assistance

Mar 19, 10:00 AM ET

  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • MAFF
  • CBA/MCBA
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM

Risk Realms in Valuation: Exploring Diverse Risk Concepts for Informed Analysis

Mar 19, 01:30 PM ET

  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • MAFF
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM

Retirement Income Planning - Retirement University Workshop 3

Mar 19, 03:30 PM ET

  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.

500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.

AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.

Mobile App Access (iOS and Android)
Access to Communities
tooltip

Join communities tailored to your specific interests and areas of expertise.

Select Tenure

Start Your Subscription 

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
Subscribed
Anthony purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Sydni purchased a subscription.
Subscribed
Amy purchased a subscription.
Subscribed
Genevieve purchased a subscription.
Subscribed
Jaco purchased a subscription.
Subscribed
Shawn purchased a subscription.
Subscribed
Michal purchased a subscription.
Subscribed
Shilpi purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Syam purchased a subscription.
Subscribed
william purchased a subscription.
Subscribed
OLUSOLA purchased a subscription.
Subscribed
Alexis purchased a subscription.
Subscribed
Pierre purchased a subscription.
Subscribed
Andrew purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Hannah purchased a subscription.
Subscribed
joseph purchased a subscription.
Subscribed
Ian purchased a subscription.
Subscribed
Joannie purchased a subscription.
Subscribed
Neil purchased a subscription.
Subscribed
Kristin purchased a subscription.
Subscribed
Jesa purchased a subscription.
Subscribed
Aklilu purchased a subscription.
Subscribed
Omar purchased a subscription.
Subscribed
Marissa purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
Mohamed purchased a subscription.
Subscribed
Helen purchased a subscription.
Subscribed
Marcus purchased a subscription.
Subscribed
Cristina purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Kari purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Jacqueline purchased a subscription.
Subscribed
BELKY purchased a subscription.
Subscribed
Aaron purchased a subscription.
Subscribed
Jessie purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Dixie purchased a subscription.
Subscribed
Gary purchased a subscription.
Subscribed
Georgia purchased a subscription.
Subscribed
Rajesh purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Joan purchased a subscription.
Subscribed
Leslie purchased a subscription.
Subscribed
Zebee purchased a subscription.
Subscribed
Roberta purchased a subscription.
Subscribed
Franklin Jr purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Ranjani purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Benjamin purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Kanako purchased a subscription.
Subscribed
Ramin purchased a subscription.
Subscribed
Johnson purchased a subscription.
Subscribed
Fatbardha A purchased a subscription.
Subscribed
fares purchased a subscription.
Subscribed
Shea purchased a subscription.
Subscribed
Craig purchased a subscription.
Subscribed
Keven purchased a subscription.
Subscribed
Kurt purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Mequan purchased a subscription.
Subscribed
Marilee purchased a subscription.
Subscribed
Tri purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Nicole C Alvarez purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Ben purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Tatyana purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Nadine Janessa purchased a subscription.
Subscribed
Delfa purchased a subscription.
Subscribed
Zac purchased a subscription.
Subscribed
PURVI purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Catherine purchased a subscription.
Subscribed
Haley purchased a subscription.
Subscribed
Yvonne Siuhung purchased a subscription.
Subscribed
Mutab purchased a subscription.
Subscribed
Loretto purchased a subscription.
Subscribed
Cecelia purchased a subscription.
Subscribed
Krisan purchased a subscription.
Subscribed
Justin purchased a subscription.
Subscribed
Kim purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Svitlana purchased a subscription.