Assess and Review Financial Models

  • 5/5
  • 2 days in person
  • 4 half days online

The perfect course for those who must check, review, and analyse models frequently in their jobs. This course will give delegates a standardised approach to reviewing models, thus increasing their efficiency and confidence. 

Course Overview

What to expect

Make sure your team are not making errors when reviewing financial models!

During the course, delegates learn the proper way to structure financial model reviews.

Using a cashflow model, students apply:

  • Delta sheets
  • Cash flow reconstructions
  • Single-cell reconstruction techniques
  • Inclusion analysis for ratios checking (from NPV to IRRs and DSCRs)
  • Run sensitivities tracking the impact across the entire model and not just a single output cell.

Using a standardised approach gives delegates, and managers, confidence in the analysis outcome, regardless of the intricacies of the model.

Please note that the remote courses run on an half-day basis.

Suitable for

Who is this course suitable for?

  • Anyone who signs off financial models
  • Decision makers
  • Analysts
Learning Outcomes

What you'll learn:

  • A proven methodology to review financial models 
  • Time saving Excel shortcuts
  • Extended knowledge of Excel’s audit tools 
  • Increased confidence when checking unfamiliar models 
Calendar

Calendar

Please scroll down the page to check all the available dates.

Our remote courses run in half-day sessions (from 2pm to 6pm BST) so that other time zones behind the UK can join in a more suitable time of the day.

To register your details to be notified of the next availability please fill out the Register Your Interest form below.

Course Intro

Head trainer Rui Sobreiros talks through the course

July
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Course Date Timezone Price Register
Financial Model Assessment and Review - London 25 – 26 Jul '24 BST £900 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.

August
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Course Date Timezone Price Register
Financial Model Assessment and Review - London 22 – 23 Aug '24 BST £900 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.

September
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Course Date Timezone Price Register
Financial Model Assessment and Review - London 19 – 20 Sep '24 BST £900 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.

October
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Course Date Timezone Price Register
Financial Model Assessment and Review - Remote 7 – 10 Oct '24 BST £900 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.

November
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Course Date Timezone Price Register
Financial Model Assessment and Review - London 4 – 5 Nov '24 BST £900 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.

December
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Course Date Timezone Price Register
Financial Model Assessment and Review - London 9 – 10 Dec '24 BST £900 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.

CONTACT US

Please get in touch with either of our regional offices.

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Chris Aldred
Director

+44 207 562 0433

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Jun Tao
Director

+44 207 562 0428

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Michael Jarman
Director

+1 647 243 8016

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Operis Europe

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+44 207 562 0400
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Operis North America

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+1 647 846 7382
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CONTACT US

Discuss your requirements with us

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Chris Aldred
Director

+44 207 562 0433

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