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Create a 3-Statement Budget Model in Excel
CPDUK Accredited | 50% OFF Certificate & Transcript
10 Students enrolled on this course 4.8 (7 Reviews)
Last updated August 4, 2023
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Register on the Create a 3-Statement Budget Model in Excel today and build the experience, skills and knowledge you need to enhance your professional development and work towards your dream job. Study this course through online learning and take the first steps towards a long-term career.
The course consists of a number of easy to digest, in-depth modules, designed to provide you with a detailed, expert level of knowledge. Learn through a mixture of instructional video lessons and online study materials.
Receive online tutor support as you study the course, to ensure you are supported every step of the way. Get a digital certificate as a proof of your course completion.
The Create a 3-Statement Budget Model in Excel is incredibly great value and allows you to study at your own pace. Access the course modules from any internet-enabled device, including computers, tablet, and smartphones.
The course is designed to increase your employability and equip you with everything you need to be a success. Enrol on the now and start learning instantly!
What You Get With The Create a 3-Statement Budget Model in Excel
- Receive a e-certificate upon successful completion of the course
- Get taught by experienced, professional instructors
- Study at a time and pace that suits your learning style
- Get instant feedback on assessments
- 24/7 help and advice via email or live chat
- Get full tutor support on weekdays (Monday to Friday)
Course Design
The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.
You are taught through a combination of
- Video lessons
- Online study materials
Certification
After the successful completion of the final assessment, you will receive a CPD-accredited certificate of achievement. The PDF certificate is for £9.99, and it will be sent to you immediately after through e-mail. You can get the hard copy for £15.99, which will reach your doorsteps by post.
Who Is This Course For:
The course is ideal for those who already work in this sector or are an aspiring professional. This course is designed to enhance your expertise and boost your CV. Learn key skills and gain a professional qualification to prove your newly-acquired knowledge.
Requirements:
The online training is open to all students and has no formal entry requirements. To study the Create a 3-Statement Budget Model in Excel, all your need is a passion for learning, a good understanding of English, numeracy, and IT skills. You must also be over the age of 16.
Course Curriculum
| Module 01: Getting Ready | |||
| About this Course | 00:02:00 | ||
| Enable the Developer Tab in Excel | 00:01:00 | ||
| Download Resources | 00:00:00 | ||
| Install Magnimetrics Tools in Excel | 00:02:00 | ||
| What is Budgeting? | 00:06:00 | ||
| Excel Functions Refresher | 00:09:00 | ||
| Excel Shortcuts | 00:04:00 | ||
| Discuss Source Files | 00:05:00 | ||
| Module 02: Income Statement | |||
| Let’s get started | 00:02:00 | ||
| Create the Sales Budget | 00:05:00 | ||
| Forecasting Performance Part 1 | 00:05:00 | ||
| Forecasting Performance Part 2 | 00:05:00 | ||
| Starting the Income Statement | 00:05:00 | ||
| Direct Material Costs | 00:05:00 | ||
| Production Staff Cost | 00:11:00 | ||
| Production Overheads | 00:07:00 | ||
| Starting the Income Statement | 00:05:00 | ||
| Issues with linked files | 00:01:00 | ||
| Mapping the Expenses Budget | 00:03:00 | ||
| Administrative Expenses | 00:05:00 | ||
| Selling Expenses | 00:04:00 | ||
| Expense on Spare Parts | 00:04:00 | ||
| Depreciation Expense and PPE Schedule | 00:07:00 | ||
| Amortization Expense and Intangibles Schedule | 00:03:00 | ||
| Interest Expense and Investment Loan Schedule | 00:09:00 | ||
| Interest Expense and Working Capital Loan | 00:07:00 | ||
| Other Expenses | 00:03:00 | ||
| Module 03: Balance Sheet | |||
| Starting the Balance Sheet | 00:02:00 | ||
| PPE, Intangibles and Deferred Tax Assets | 00:02:00 | ||
| Cash Conversion Cycle Historical Review | 00:06:00 | ||
| Working Capital – Annualized Sales and Cost of Goods Sold | 00:07:00 | ||
| Working Capital – Inventory | 00:06:00 | ||
| Working Capital – Receivables | 00:03:00 | ||
| Working Capital – Payables | 00:02:00 | ||
| Intercompany Receivables | 00:06:00 | ||
| Other Receivables | 00:07:00 | ||
| Investment and Working Capital Loans | 00:01:00 | ||
| Retained Earnings & Pre-tax Profit | 00:07:00 | ||
| Share Capital and Reserves | 00:02:00 | ||
| Module 04: Cash Flow Statement | |||
| Link the Cash Flow Statement | 00:12:00 | ||
| Module 05: Improving Our Model | |||
| Dynamic Validation Checks | 00:10:00 | ||
| Bank Covenants Check | 00:09:00 | ||
| Module 06: Optimizing Our Model | |||
| Optimizations in Admin and Selling Expenses | 00:08:00 | ||
| Assumptions and Dynamic Scenarios | 00:13:00 | ||
| Module 07: Sharing Our Model | |||
| Create a Print-ready Summary Statement | 00:17:00 | ||
| Group Model Sections | 00:02:00 | ||
| Save Without Links | 00:02:00 | ||
| Module 08: Conclusion | |||
| Congratulations! | 00:01:00 | ||
| Module 09: Additional Lectures and Learning Materials | |||
| Running a Monte Carlo Simulation in Excel | 00:19:00 | ||
| Mapping a Trial Balance to Create Financial Statements | 00:13:00 | ||
| Sensitivity Analysis in Excel Models | 00:07:00 | ||
| Pareto Analysis in Excel (80/20 Rule) | 00:08:00 | ||
| Create a Dynamic Sales Dashboard to Visualize Data | 00:22:00 | ||
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Frequently asked questions
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There are no specific prerequisites for this course, nor are there any formal entry requirements. All you need is an internet connection, a good understanding of English and a passion for learning for this course.
You have the flexibility to access the course at any time that suits your schedule. Our courses are self-paced, allowing you to study at your own pace and convenience.
For this course, you will have access to the course materials for 1 year only. This means you can review the content as often as you like within the year, even after you've completed the course. However, if you buy Lifetime Access for the course, you will be able to access the course for a lifetime.
Yes, upon successfully completing the course, you will receive a certificate of completion. This certificate can be a valuable addition to your professional portfolio and can be shared on your various social networks.
We want you to have a positive learning experience. If you're not satisfied with the course, you can request a course transfer or refund within 14 days of the initial purchase.
Our platform provides tracking tools and progress indicators for each course. You can monitor your progress, completed lessons, and assessments through your learner dashboard for the course.
If you encounter technical issues or content-related difficulties with the course, our support team is available to assist you. You can reach out to them for prompt resolution.