Public Courses

Public Courses ContentOur public curriculum spans 5 days in length and provides the flexibility to choose the modules best suited for you and your organization. We highly recommend that participants without a prior financial background attend all 5 days.

We offer these courses in the following locations:

  • New York
  • Chicago
  • San Francisco
  • Boston
  • Washington, D.C.

Please Contact Us directly to register for courses.


Show/Hide Details
May 17,2022 -     Time: 9:00 am - 5:00 pm

This session will introduce participants to Excel and the fundamentals of 3 statement modeling. Participants will learn how to forecast the 3 financial statements, balance a model and handle issues related to circularities. Best practices will be incorporated throughout the course.

  • Excel and modeling fundamentals
    • Optimal excel settings
    • Key shortcuts
    • Formula construction
    • Matrix integrity
  • 3 statement modeling
    • Steps to building a model
    • Income statement construction
    • Supporting calculations and debt schedule
    • Balance sheet and cash flow statement construction
    • Balancing the model
    • Understanding circular references and building a circ breaker


100 Park Avenue
New York, New York 10017

Registration is closed for this event.
For more information or questions, please email: