Introduction to Financial Statement Modeling (2025 CFA® Level I Exam – FSA – Learning Module 12)
Introduction to Financial Statement Modeling (2025 CFA® Level I Exam – FSA, Learning Module 12).
In this lesson, we cover financial statement modeling by tying together the income statement, balance sheet, and statement of cash flows into a pro-forma model. Learn how to forecast revenues, costs, margins, and cash flows while understanding behavioral biases, inflation/deflation effects, and Porter’s Five Forces.
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Topic 5 – Financial Statements Analysis
Learning Module 12 – Introduction to Financial Statement Modeling
LOS : Demonstrate the development of a sales-based pro forma company model.
LOS : Explain how behavioral factors affect analyst forecasts and recommend remedial actions for analyst biases.
LOS : Explain how the competitive position of a company based on a Porter’s five forces analysis affects prices and costs
LOS : Explain how to forecast industry and company sales and costs when they are subject to price inflation or deflation.
LOS : Evaluate the effects of technological developments on demand, selling prices, costs, and margins.
LOS : Explain considerations in the choice of an explicit forecast horizon and an analyst’s choices in developing projections beyond the short-term forecast horizon.
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