Learning Module 12 of Financial Statement Analysis 11–14% of the exam
Introduction to Financial Statement Modeling
5 lessons. About 0 minutes in cram mode, 0 minutes in full.
Lessons for this module are being written. The outcomes and lesson plan below are final.
Lessons
- 1 Building a Financial Statement Model
Coming soon
- 2 Behavioral Finance and Analyst Forecasts
Coming soon
- 3 The Impact of Competitive Factors in Prices and Costs
Coming soon
- 4 Modeling Inflation and Deflation
Coming soon
- 5 The Forecast Horizon and Long-Term Forecasting
Coming soon
What the exam expects you to do
- Demonstrate the development of a sales-based pro forma company model.
- Explain how behavioral factors affect analyst forecasts and recommend remedial actions for analyst biases.
- Explain how the competitive position of a company based on a Porter’s five forces analysis affects prices and costs.
- Explain how to forecast industry and company sales and costs when they are subject to price inflation or deflation.
- Explain considerations in the choice of an explicit forecast horizon and an analyst’s choices in developing projections beyond the short-term forecast horizon.