FP&A Modeling Pt.6 – Financial Statement Aggregation

Name: FP&A Modeling Pt.6 - Financial Statement Aggregation
Availability: InStock
Rating: 4.86 (7 reviews)

This course will help you learn the best-in-case practices for aggregating FP&A figures into financial statements.

Track current & deferred income taxes monthly to determine profitability and cash impact of tax payments.
Consolidate FP&A figures into financial statements to evaluate the financial health of the company.
Aggregate monthly figures using industry best practices up into quarterly and annual estimates.

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Corporate Finance Institute

FP&A Modeling Pt.6 – Financial Statement Aggregation

Overview

FP&A Modeling Pt.6 – Financial Statement Aggregation Overview

CFI’s “FP&A Modeling Pt.6 – Financial Statement Aggregation” course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.

Who Should Take This Course?

This course is perfect for FP&A professionals at a beginner, intermediate, or even advanced level. This course is a part of a series of FP&A courses.

FP&A Modeling Pt.6 - Financial Statement Aggregation Learning Objectives

Understand the difference between current & deferred income taxes and why both are needed in FP&A models
Use consolidated monthly financial statements to determine the company’s health in terms of profitability and cash flow
Use Excel functions to aggregate monthly figures into quarterly and annual estimates

Prerequisite Courses

Recommended courses to complete before taking this course.

What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Planning & Analysis (FP&A) Specialization

Skills Learned Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, and more.
Career Prep Financial Analyst, Project Evaluator, FP&A Manager and more

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Financial Planning & Analysis Professional

Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A

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What Our Members Say

This course is great and useful for my work and I would like to suggest CFI adding excel functions like XLOOKUP that still not applicable for student to learn as a bonus license.

Kong Chhay

Brilliant use of excel , neat and clean and super easy to learn , Highly Recommend this course

Kartik Goyal

I advice not to relent but study it with all seriousness

Patrick Fassay

Useful to learn and practice shortcuts

Duncan is an amazing teacher. In the last two years I have sharpened my financial and excel skills thanks to all the shortcuts and schedules he teaches through CFI. Highly recommended.

Juan David Angel L.

Frequently Asked Questions

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

FP&A Modeling Pt.6 – Financial Statement Aggregation

Overview

FP&A Modeling Pt.6 – Financial Statement Aggregation Overview

Who Should Take This Course?

FP&A Modeling Pt.6 - Financial Statement Aggregation Learning Objectives

Prerequisite Courses

What You'll Learn

Income Taxes

Financial Statements

Aggregating Totals

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Planning & Analysis (FP&A) Specialization

Financial Planning & Analysis Professional

What Our Members Say

Kong Chhay

Kartik Goyal

Patrick Fassay

Juan David Angel L.

Bryce Greenwood

Jean-Philippe Maillard

Teboho Mosito

Frequently Asked Questions