FP&A Modeling Pt.2 – Formatting & Revenue

Name: FP&A Modeling Pt.2 - Formatting & Revenue
Availability: InStock
Rating: 4.94 (18 reviews)

In CFI’s “FP&A Modeling Pt.2 - Formatting & Revenue” course, you will learn advanced model formatting techniques and best-in-class practices for revenue forecasting in Financial Planning & Analysis models.

Explore advanced custom formatting setting used in FP&A models.
Practice using conditional formatting for FP&A model alerts.
Compare various FP&A revenue forecasting techniques used in the industry.

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Corporate Finance Institute

FP&A Modeling Pt.2 – Formatting & Revenue

Overview

FP&A Modeling Pt.2 – Formatting & Revenue Overview

FP&A models can be overwhelming and quite complex. CFI’s “FP&A Modeling Pt.2 – Formatting & Revenue” course will help you filter through challenges you may have to learn best-in-class approaches to forecasting revenue in FP&A models. This course will also teach you about custom formatting and conditional formatting in the context of FP&A models.

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.2 - Formatting & Revenue Learning Objectives

Apply best-in-class practices for forecasting revenue estimates for both the income statement and the cash flow statement
Explore common financial model formatting techniques commonly used in FP&A models
Understand detailed formatting common to FP&A models like custom formatting and conditional formatting

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

Learn More

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

Learn More

What Our Members Say

Must learn formulas and formatting tools

Very useful course on revenue modeling.

Sapargeldi Annarejepov

Great Course

I learned a lot of new MS Excel commands.

vikrant Panjwani

This is the best so far in FP & A

Titilope Adelekan

Skill enhancing

This course truly equipped me with the knowledge and skills to create more dynamic financial models

Lee Anselmo Blackman

great knowledge

good info, good formulas

Algirdas Purkenas

Thank you for your efforts and the clear presentation. I have two points I would like to address: Regarding the "Load Actual / Forecast Here" binary function, could you clarify its purpose? Currently, it appears static rather than dynamic. While this model is well-suited for certain industries such as construction companies, it may not be universally applicable across all client bases. For instance, in my industry of commercial printing, we handle contracts with various complexities. Some contracts have caps without defined monthly limits, leading to uneven distribution of sales across different months.

Hany Soubhi

Excellent Value

The CFI courses have improved my excel and model building skills exponentially. The courses are engaging and look forward to a lesson daily to sharpen and grow my FP&A toolbox.

Wes Rodgers

Wow This is Something new i have learnt today and its so good to learn from the experts and know wo to improvise your Financial Models and ofcourse the best financial institution who gives practical knowledge .

Kartik Goyal

Brilliant Course

Awesome course material that is brilliantly delivered!

RENAY MAHARAJ

Provide the theoretical notes its easy to grab

Nandan bhat

Great

Binary switches were great

Ricardo Fletes

Top-notch

It really shows how to create accrued revenue and model receivables behaviour.

Juan David Angel L.

Great practical content

This course is invaluable to any modeler, novice or pro. Packed full of useful content that will change the way you set up financial models.

Marco Van der linde

Fantastic and it's very important in career

Insightful information

JALAL HASSAN MOHAMEDIN

Incredible Course

Powerful Course that helps financial analyst to think logic with a business and present the information in Simple view & easy to understand to nonfinancial person

Abdullah Mizaini

Learning from Duncan

Duncan's lecture is too good and explaining slowly with each step and making the learner to understand fully and thoroughly whether it is in excel or the financial concepts. Hats off to him pls continue to inspire us through your teaching and also love your way of teaching.

Balaji Annamalai

The easiest learning format

CFI teaches complex topics in a format that is easy to digest.

Kevin Somany

The course was very enlightening. Thank you.

Brian Mahachi

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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.

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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.

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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.

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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

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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.

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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.2 – Formatting & Revenue

FP&A Modeling Pt.2 – Formatting & Revenue Overview

Who Should Take This Course?

FP&A Modeling Pt.2 - Formatting & Revenue Learning Objectives

What You'll Learn

Revenue Accrued

Revenue Received

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

Sapargeldi Annarejepov

vikrant Panjwani

Titilope Adelekan

Lee Anselmo Blackman

Algirdas Purkenas

Hany Soubhi

Wes Rodgers

Kartik Goyal

RENAY MAHARAJ

Nandan bhat

Ricardo Fletes

Juan David Angel L.

Marco Van der linde

JALAL HASSAN MOHAMEDIN

Abdullah Mizaini

Balaji Annamalai

Kevin Somany

Brian Mahachi

Frequently Asked Questions