MYCPE ONE

Financial Modeling Using Excel 1.5 Credits 2 Credits

Oct 18, 2023, 11:30 AM EDT

Financial Modeling Using Excel 1.5 Credits 2 Credits

  • Blair Cook

    | CPA (US), CA - ICAEW, MBA

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Finance

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Oct 18, 2023, 11:30 AM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • To use a disciplined approach using Excel to develop financial analysis.
  • To prepare financial projections of the income statement, balance sheet, and statement of cash flows.
  • To analyze the approach that keeps model integrity and credibility top of mind throughout development.

Course Overview

A financial model is simply a tool that has built-in spreadsheet software such as MS Excel to forecast a business’ financial performance into the future. The forecast is typically based on the company’s historical performance, and assumptions about the future, and requires preparing an income statement, balance sheet, cash flow statement, and supporting schedules (known as a 3-statement model).

In this Online Excel CPE webinar, we are going to 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.

The CPE/CPD Finance course is going to concentrate on the preparation of a financial projection of the income statement, balance sheet, and statement of cash flow. It will use an approach that keeps model integrity and credibility top of mind throughout development.

This course covers the following Major Topics: 

  • Planning Your Financial Mode
  • Building a Model Template
  • Projecting the Income Statement
  • Projecting the Balance Sheet
  • Projecting Cash Flows
  • Advanced Financial Modeling

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Certified Financial Forensics (CFF) 1.5 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Master Analyst In Financial Forensics (MAFF) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant in Canada 2 CPD Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Certified Financial Forensics (CFF) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Master Analyst In Financial Forensics (MAFF) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible

Additional Information

Credits

1.5

Credits

2

Course Level

Intermediate

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 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 through its website: www.nasbaregistry.org.

Elevate your valuation expertise with MY-CPE's top-tier CVA CPE courses, tailored specifically for professionals looking to advance in the field of Certified Valuation Analysts. At MY-CPE, we pride ourselves on offering courses that not only fulfill your CPE requirements but also enhance your understanding and skills. Our comprehensive selection of CVA CPE courses is designed to keep you at the forefront of valuation knowledge, ensuring you remain competitive and proficient in your career.

About Instructor

Blair Cook

Blair Cook | CPA (US), CA - ICAEW, MBA

Partner, Executive Finance Partner Inc.

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Blair is a many-time and active financial executive, corporate director, author, speaker, and thought leader.  His educational videos of accounting and finance have million of views on YouTube. He has keynoted and spoken at national conferences from New York to Toronto. Along with Jen, he co-hosts CPA Canada’s podcast series “CPA Success Podcast.” He works with real businesses experimenting with theories and best practices to share his experiences and stories with others of what works, what doesn’t, and what was learned.  He is the author of The Illiterate Executive: An Executive’s Handbook for Mastering Financial Acumen.


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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 professional organizations 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. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

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 accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

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 (64%)

Very Good (27%)

Average (9%)

Poor

Terrible

JP

Joseph Peters, CPA (US)

5

Very valuable and useful info. I learned the true power of the xlookup formula over other lookup formulas.

LB

Lauren Bunch, CMA

5

Great presenter and materials. Excellent information that I plan to apply to my current work situation.

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Financial Modeling Using Excel

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

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    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.

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