Financial Forecasting Using Excel (2023): Self-Study


Self-Study. 2 hours of CPE (Technical)



Program Content

Preparing a financial statement forecast is the backbone of financial modeling. Take this course to learn how to forecast income statements, balance sheets, and cash flows. 

The course is delivered through an 85 minute video narrated by Boz, including both theory and hands-on excel modeling. There is a template Excel file to practice as you wish, if you wish. Three is a 10 question exam at the end to earn CPE credit.

Learning Objectives

  1. Prepare a forecast using MS Excel
  2. Determine growth rates and other elements of forecasts
  3. Review a forecast provided by others


Course Details

Instructor Boz
Number of CPE Hours 2
Location Self-Study
Field of Study Finance (Technical)
Level Basic
Delivery Method QAS Self Study
Prerequisites None
Advance Preparation None Required
Policies For more information regarding administrative policies such as complaint and refund, please contact our offices at 612-414-9629.
Other Notes Upon purchasing the course, you will receive a link to download the course materials and instructions for completing the course.

Wellspring CPE, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: