Self-Study On-Demand


6 CPE Credits

Operational Modeling 2025-26

Self-Study On-Demand
6 CPE Credits

Learning Objectives

• Explore a framework and guidelines for effective financial modeling.
• Analyze a company
• s operations and organize a financial model into several schedules.
• Approach each schedule with a consistent workflow.

Major Topics

• Operational Modeling Template, comprising of the following schedules:
• Revenue Schedule
• Cost Schedule
• Income Statement
• Working Capital Schedule
• Depreciation Schedule
• Asset Schedule
• Income Tax Schedule
• Discussions on financial modeling best practices, a framework for effective modeling, model review, and building out your own library schedule.

CPE Credits Available

6 CPE Credits
6
Finance

Things to Know About This Course

Course Level

  • Advanced

Prerequisites

None

Advanced Preparation

Attendees should have a basic understanding of accounting fundamentals, reading financial statements, and Excel.

Provider

CalCPA California Society of CPAs

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