Financial Model Review Course

What is this course?

This practical and hands-on course will give you the skills and confidence necessary to effectively review financial models. It considers various review techniques and when best to use them as well as Excel functionality that will assist your work. You will make use of an example model to understand the practice as well as the theory.

What will you learn?

The course will equip financial modellers and model users with the skills required to:

familiarise themselves with a new model and understand the model environment
use Excel functionality to navigate and interrogate complex spreadsheets
be aware of the potential scope of model review and what can be achieved
employ high level review techniques for maximum impact

Who should attend?

This 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.

Course agenda

Day 1

What you should do when you receive a new model. Actions can you take to maximise the impact of your review time.
Familiarising yourself with a new model. Beginning to understand the model’s structure and key drivers.
Using Excel functionality to navigate and interrogate the model. Maximising review impact with efficient navigation and using in-built Excel tools.
What review techniques are available? Breaking down what can be reviewed and how that review can be carried out.
Which should I employ? Consideration of the risk the model poses vs the time and resources available.
How the modeller can make your life easier. Structures and techniques the modeller can apply to facilitate more effective review.

Find out more:

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Our clients

I use my new found skills on a daily basis and can’t speak highly enough of the course and what it has given myself and my colleague. It has changed how we do all of our modelling in the company and has received really positive feedback from everyone that has used the model or reviewed the model.

Sally Brierley, Financial Modeller, FCC Environment

We were stunned at the difference that a standardised approach made. Our new Excel models can provide information that just isn’t accessible through an ERP.

Philip Whittingham COO (and former FD), Virgin Trains

The course was great. I learned so much and really enjoyed it. I’m looking forward to using it in my own work. I would be very happy to recommend the course.

Eric Eastlund, Head of Analytics, SCIO Capital

From start to finish the team were very professional and demonstrated considerable experience in what they were doing. The end result is an exceptionally powerful tool, which is straightforward to use, and now forms the backbone to our forecasting process. I would have no hesitation in recommending F1F9.

Douglas McArthur, CA Group FD, Asset Alliance

[The instructor] was enthusiastic about the material and the course itself which created good engagement in class. I particularly liked the fact that we were consistently taking part in the course, rather than being "taught" we were facilitated.

Andrew Dias, Finance Business Partner, Stansted Airport

The Enterprise model is great value for money. We compared it to the other standard reporting systems available such as Sage and Oracle but the F1F9 solution was much cheaper and also gave us the flexibility to change the way we report our business as it grows and develops. It has halved the time our month end reporting process takes. We started out wanting a model for budgeting purposes only but when we saw what the model could do we decided to use it for actuals reporting as well as our rolling forecasts.

Charles Carolan, Senior Financial Analyst, Skrill

[The instructor] was absolutely excellent. Everything was extremely clear, the pace of the class was spot on. I thought I would come away being slightly better at reading models but actually now I would feel completely confident starting my own.

Emma Paterson, SSE/ Beatrice Offshore Windfarm Limited

The team at F1F9 were responsive, hardworking and helped us upgrade our model to be fit for purpose post acquisition. F1F9 took the time to understand our needs early in the process, met deadlines and were professional in their approach.

Investment Manager, UK Private Equity House

Thanks for the excellent academy which has so boosted my own modest modeling skills. F1F9's strong customer service culture is a big help.

Geoffrey Finch, Resident Adviser for Infrastructure Finance for the US Treasury Office of Technical Assistance - Government of Paraguay, Ministry of Finance

I particularly liked the setup of the online training, and the portions provided in each section. The ability to go back and review and exercise with the models after each training and even after a few training provided an excellent opportunity to really 'learn' the skills. The setup allowed for my own pace of learning and the time I was able to dedicate besides work to complete the training. I highly recommended the training to colleagues.

Hartmut Weissmann

Very useful tips and tricks, certainly helped me a lot in understanding and 'simplifying' the enormous models. Thank you very much!

Julie de Bock, Senior Advisory / Corporate Finance, BDO