Course Overview

Are you looking to gain a new in-demand skill from the comfort of your home? Well, look no further; you’ve come to the right place!

Our easy-to-follow Step By Step Guide to Create a 3-Statement Budget Model in Excel will provide you with all the deep knowledge and insight you need to know about this topic. This comprehensive course has been broken down into several manageable modules, which we believe will assist you to easily grasp each concept – from the fundamental to the more advanced aspects of the course. 

Learn the most in-demand skills from the safety & comfort of your home. Enjoy the freedom to learn at your own comfortable pace and prepare yourself for the market of the future.  

Learning Outcomes

Whether you are an aspiring professional or a complete beginner, this course will improve your expertise and boost your CV with key skills and an accredited certification attesting to your knowledge.

Entry Requirement

    • This course is available to all learners of all academic backgrounds.
    • Learners should be aged 16 or over to undertake the qualification.
    • Some basic understanding of the English language and numeracy.

Why choose us?

    • Affordable, engaging & high-quality e-learning study materials;
    • Tutorial videos/materials from the industry-leading experts;
    • Study in a user-friendly, advanced online learning platform;
    • Efficient exam systems for the assessment and instant result;
    • The UK & internationally recognized accredited qualification;
    • Access to course content on mobile, tablet, or desktop from anywhere, anytime;
    • The benefit of career advancement opportunities;
    • 24/7 student support via email.

Will I receive a certificate of completion?

After you have successfully completed the course, you will be able to obtain an Accredited Certificate of Achievement. You can, however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hardcopy at the cost of £29 or in PDF format at the cost of £19.

    • PDF certificate’s turnaround time is 24 hours, and for the hardcopy certificate, it is 3-9 working days.  

Career path

Step By Step Guide to Create a 3-Statement Budget Model in Excel is a useful qualification to possess and would be beneficial for any related profession or industry.   

Step By Step Guide to Create a 3-Statement Budget Model in Excel



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
Issues with linked files 00:01:00
Mapping the Expenses Budget 00:03:00
Administrative Expenses 00:06:00
Selling Expenses 00:04:00
Expense on Spare Parts 00:04:00
Depreciation Expense and PPE Schedule 00:04:00
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 00:03:00
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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