Financial Model Review
- 1 Day
- Live Online or Classroom
- Flexible Sessions
- After Course Care
Learning outcomes
- Benefits and risks of different model review techniques
- Excel review functionalities and third-party review software
- Conduct structured reviews to reduce model risk
Course content
Benefits and risks of different model review types
- Best practice review
- Full model audit
- Limited review
- Parallel Build
Review techniques
- Formula maps
- Unique formula review
- Data flow analysis
- Workbook comparison
Excel review functionalities
- Formula auditing
Third party review software
- Demonstration of a selection of review software
Who should attend
This course is ideal for finance professionals who need to gain confidence in the integrity of financial models. It is useful for investors, analysts, accountants, and any other finance professionals who need to rely on model outputs.
Pre-requisites & equipment required
Attendees should have basic knowledge of Excel. All relevant functions will be included in handouts to be provided in advance of course start and will be refreshed briefly on the first day. A windows PC with web camera, microphone and speakers (internal or external) is required with Microsoft Excel and Zoom/Teams application installed.