self-paced course
Master 3-Statement Financial Modeling
A hands-on course that takes you step by step through building a professional model from scratch. You’ll learn how to seamlessly link the Income Statement, Balance Sheet, and Cash Flow Statement while applying best practices used by top finance teams. By the end, you’ll have the skills and confidence to forecast performance, evaluate scenarios, and clearly communicate a company’s financial story.
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Your Instructor: Carolina Lago
What You'll Learn
Course Description:
Who Should Take This Course?
Management Accountants
Perfect for those who want to move beyond historical reporting and provide forward-looking insights that influence business decisions.
Finance Professionals
Essential for corporate finance, investment banking, or private equity professionals who need strong modeling skills to analyze performance and run scenarios.
Accountants
Ideal for accountants who want to expand into forecasting and build models that connect accounting data to a company’s financial future.
FP&A
Designed for FP&A teams who need to build accurate, flexible forecasts that link business drivers to financial results.
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Behind the Scenes
Video Lesson Sneak Peek
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Top features
How The Course Works
Self-Paced Learning
Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.
All-Inclusive Content
Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.
Interactive Quizzes
Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.
NASBA Certification
Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc.
Meet Your Instructor
Carolina Lago
Carolina Lago is a Financial Planning & Analysis (FP&A) and financial modeling specialist with over 25 years of experience across multiple industries and three continents. As Managing Director of Tactic Financial, she helps professionals and organizations transform complex data into clear insights and strategic decisions. Carolina delivers corporate training, advisory services, and online courses that empower finance professionals to sharpen their technical expertise and elevate their strategic impact.
NASBA Course Information
DELIVERY METHOD
QAS Self-Study
FIELD OF STUDY
Finance
CPE CREDITS
NASBA: 4.5
KNOWLEDGE LEVEL
Basic
PREREQUISITES
None
ADVANCED PREP
None
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Frequently Asked Questions
How many CPE credits can I earn?
The course will provide 4.5 NASBA-approved CPE credits.
Are there any prerequisites for this course?
No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.
How is the course structured?
The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.
Are the lessons live or pre-recorded?
Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.