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:

  • 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.

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 
Pop-up course

Upcoming courses

We occasionally run pop-up courses that individuals can enrol on.

Price per person: £1200 +VAT

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

Not sure which course is right for you?

Book a call with our Head of Learning today to discuss your team's needs.

Book now

CONTACT US

Please get in touch with either of our regional offices.

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Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

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Carmen Wade
Financial Advisory, Head of North America

+1 647 243 3840

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Jun Tao
Global Head of Model Audit & Financial Modelling

+44 207 562 0428

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Michael Jarman
Head of Model Development

+1 647 243 8016

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Philip Allen
Head of Training [javascript protected email address]

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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Erwan Fournis
Global Head of Financial Advisory

+44 207 562 0444

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Chris Aldred
Director

+44 207 562 0433

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