Live Online – Working with Financial Models

Live Online Course for Working with Financial Models

Working with Financial Models teaches the principles and skills needed to work safely and effectively with financial models, including how to test and review them. The course is practical and hands-on, and suitable for all model types and business sectors. It includes ongoing post-course support  from our team of expert modellers.

This 6-session course is ideal if you or your staff need to review financial models – from internal or external sources – in order to gain confidence in the model’s construction and the presented results. This live online course means our tutors are able to offer this skilled course wherever you are based around the world.

Book and pay online for your place below, or contact us to request an invoice.

What will you learn?

By the end of the course you will be able to:

  • Navigate and read models more effectively
  • Understand the best practices that models should follow
  • Perform technical reviews of models, including reviewing them for inconsistent formulas, embedded constants, unused inputs and workings
  • Build a best practice input structure including scenario and sensitivity functionality
  • Use Excel structures to maintain version control and an audit trail
  • Undertake high level analytical reviews of a model’s outputs and a more focussed review on targeted elements of the model

Who should attend?

This course is designed for professionals who need to work with and rely on complex financial models, either on an ongoing basis or to support a particular transaction.

The case study for the course is based upon a going concern but the principles and techniques we teach are transferable to all business sectors and all types of financial models.

CPD accredited training

Book your course

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Date
Format
Location
Duration
Instructor
Price
9 & 10 July
Live Online
GMT timezone
6 sessions
John Dimberline
£795

Course Topics

Setting up for working with a new model
  • Using Excel functionality and shortcuts for model navigation and review
  • Creation of a version control structure
Familiarisation with the model’s features
  • Performing a high-level analytical review of the outputs
Best practices and why they’re important
  • Consideration of the level of risk the model poses and the importance of the model's results
Technical review of the model
  • Technical review of the model.
  • Inconsistent formulas, embedded constants, unused inputs, unused workings, Excel errors, misplaced inputs.
Targeted model review
  • Inconsistent formulas
  • Embedded constants
  • Unused inputs
  • Unused workings
  • Excel errors
  • Misplaced inputs
Further targeted review of the model
  • Interrogating formulas
  • Further technical review
  • Consideration of other review methods
Implementing a best practice structure for scenarios and sensitivities
  • Running scenarios and analysing the impact on the model’s outputs
Find out more:
Working with financial models brochure cover

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