Online Course - Working With Financial Models

Live Online – 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.

Book your course

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All of our courses are now available as Tutor-led Distance Learning: contact us to learn more about this option. If you’d like to receive special offers and discounts via email let us know.

Date

Format

Location

Duration

Instructor

Price

18 & 19 April (9am-3pm London time)

Live Online

Anywhere

6 sessions

John Dimberline

£795

3 & 4 Jul (9am-3pm London time)

Live Online

Anywhere

6 sessions

John Dimberline

£795

30 & 31 Oct (9am-3pm London time)

Live Online

Anywhere

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:

DOWNLOAD COURSE BROCHURE

Everything appeared useful for me and I hope to transfer the analysis of already created models into my day to day.

James Homer CA-CIB

September 16, 2021

The format of the course cover all the aspects of financial modelling over six 1-hour sessions. I wonder if a longer format (3 days for example) is more adapted to absorb or detail some aspects of financial modelling.

M G

September 16, 2021

Very clear in explaining and made it easy to follow step by step.

[name not given]

May 20, 2021

I really enjoyed the sessions. I absolutely feel more comfortable with financial models than I did before, though will likely have to re-watch the recordings and go through the homework/tasks in my own time. I thought John's instruction were clear and concise. My only comment would be that I think the sessions could be presented a little slower, and maybe go on for 15 mins extra to accomodate this. Other than that, no complaints. John obviously knew his stuff, and it really helped in terms of developing my understanding.

M A-S

February 26, 2021

Very good instructor, explained everything in detail and answered to all the questions. The track change exercise was very helpful.

[name not given]

November 17, 2020

Knowledgeable and patient. Overall, really positive feedback.

D D

October 15, 2020

It was a really interesting course en very good to follow. Thank you for that.

J V

June 11, 2020

Training pace very appreciated, was not slow and energy of the instructor keeps the attention. I personally also appreciate the fact that we were presented the whole structure and that we come back to this structure after each step, to see how we are going both on a global & detailed perspective. Thx.

N G

June 11, 2020

John was an extremely satisfactory instructor. His class was well taught, detail oriented and enjoyable to watch. I especially liked the time between sessions where we had the chance to practice as well as the Q&A sessions right after the break. John was patient and keen on giving us the floor to test our knowledge which was highly pleasant.

[name not given]

June 11, 2020