Financial Model Assessment and Review

Rated 4.4

All too often, you will be thrown in at the deep end and asked to make sense of a client model you’ve been given or inherited from a colleague. This course offers a standardised approach for you to check, review, and validate any model you come across.


Great course, will be very useful for future work - provides a trail and tested method to approach non-standardised models

Lauren White Lloyds

Classes delivered by expert instructors who have trained the best modellers in the world.

Practical, real-world case studies to support your understanding.

Verifiable Digital badge ready to share on LinkedIn to recruiters and employers.

You’ll learn to:

  1. Quickly check the accuracy of any unfamiliar financial models you come across.
  2. Efficiently check, test and identify common errors in the financial model.
  3. Get behind the numbers fast by applying the same approaches that Operis analysts use in their daily work.
  4. Unlock insights from the model and provide assurance about the quality of the model from which decisions can be made.

Ideal course for

  • Professionals working in or around project finance must use or rely on models that are written in a wide variety of styles by third parties.
  • Financial analysts looking for potential risks and errors in the models they are using.

Course Dates


Course Date Timezone Price Register
Financial Model Assessment and Review 8 – 11 Nov '21 BST £1600 Book now

VAT of 20% is required to be levied for training courses conducted in the United Kingdom. Training courses conducted outside the UK may include local sales taxes, where applicable. The fees below are quoted net of any taxes.

Learning from the best

Jonathan Swan

Jonathan has extensive training experience, having specialized in teaching the use of spreadsheets as a financial analysis tool almost since their inception.

During his 20+ years with the firm, he has developed and delivered a broad portfolio of project and corporate finance modelling courses.

Jonathan has trained financial analysts and managers in both the public and private sector globally.

He is also the author of one of the leading publications on financial modelling, ‘Practical Financial Modelling’.

Rui Sobreiros

Rui, who holds a Masters in Finance, is an experienced financial modelling trainer with a particular focus on the application of Excel macros in project finance models.

Training corporate users since 1995, he has also been involved in software development management and business analysis in financial products.

Rui is also the Product Manager of the Operis Analysis Kit (OAK), the leading Excel add-in modelling tool that helps save time, increase efficiency, and assist in the day-to-day development and review of complex spreadsheets.


Operis students globally


Countries covered


Years of experience

Ready to start learning with us?

Improve your modelling skills with tips from our in-house modelling team and industry peers.

Start learning now

Looking to run this course for your team?

Our team of expert trainers and L&D professionals can personalise this course to your specific business needs. If you’re not comfortably with face to face training right now, not a problem. We can blend and deliver our content in so many ways. On demand, live learning, webinars, coaching… have it your way.

Still have questions? Request a call back

Why not speak to one of our learning advisers? Please call, email or make a quick enquiry using this short form:

T: +44 207 562 0400



Please get in touch with either of our regional offices.
Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

[javascript protected email address]
Carmen Wade
Financial Advisory, Head of North America

+1 647 243 3840

[javascript protected email address]
Jun Tao
Global Head of Model Audit & Financial Modelling

+44 207 562 0428

[javascript protected email address]
Mark Southall
Associate Director - Model Audit & Financial Modelling

+1 647 846 7384

[javascript protected email address]
Philip Allen
Head of Training [javascript protected email address]

Operis Europe

View Google Map
+44 207 562 0400
[javascript protected email address]

Operis North America

View Google Map
+1 647 846 7382
[javascript protected email address]


Discuss your requirements with us
Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

[javascript protected email address]
Chris Aldred

+44 207 562 0433

[javascript protected email address]
This field is for validation purposes and should be left unchanged.