Financial Planning Models and Pro Forma Statements

Understanding how to project future financial performance is an essential skill for corporate finance and business analysis. This course guides you step-by-step through constructing financial planning models and developing accurate pro forma financial statements. You will gain a clear understanding of how financial statements interconnect and how to forecast revenues, expenses, balance sheet items, and cash flows with confidence. What you'll learn: - Understand core corporate finance terminology and foundational modeling concepts - Build integrated pro forma income statements, balance sheets, and cash flow projections - Apply percentage of sales and driver-based forecasting techniques - Calculate external financing needed and capital requirements - Practice scenario analysis and sensitivity modeling for strategic decision-making - Evaluate financial health using projected financial ratios The course begins with foundational definitions and accounting mechanics before advancing to step-by-step modeling workflows and scenario evaluation. Designed specifically for beginners, no prior financial modeling experience is required. Start developing your financial planning and forecasting capabilities today.