Financial Model Review

Icon for course Financial Model Review
  • Course Duration 1 Day
  • Course Location Live Online or Classroom
  • Flexible Sessions Flexible Sessions
  • Course Support After Course Care
PPS prides itself in interactive courses which result in tangible skills, driven by practical exercises in all key areas based on real-world problems and solutions. Our objective is for attendees to complete the course having gained the required skillset, using guided exercises and joint problem solving.
Course reference: FMC05

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.

Make an enquiry
Download the brochure Course reference: FMC05

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