Take your financial modeling skills further by learning how to confidently check and review models. In this practical, hands-on session, you’ll learn how to identify errors, validate assumptions, and ensure models are accurate and reliable. Using real-world Excel techniques and a structured review approach, this course will help you work more efficiently, reduce risk, and strengthen the credibility of your analysis.
Course ID: CRFM
Checking and Reviewing a Financial Model
Learning Objectives
By the end of this course, participants will be able to:
- Apply a structured methodology to check and review financial models
- Identify common sources of error, including hardcoded values and inconsistent formulas
- Use Excel auditing tools (e.g., formula view, Watch Window) to validate model accuracy
- Assess model structure and layout to identify potential risks or weaknesses
- Evaluate whether a financial model can be relied upon for decision making
Major Topics
- Apply a structured approach to check and review financial models
- Identify common errors, including hardcoded values and inconsistent formulas
- Use Excel tools to trace, audit, and validate model calculations
- Assess model structure and layout for clarity and reliability
- Improve efficiency when reviewing large or unfamiliar models
- Strengthen confidence in models used for decision making
Advanced Preparations
None
Who Should Attend
Finance professionals, analysts, accountants, and anyone involved in building or reviewing financial models.
Fields of Study
FinancePrerequisites
Basic understanding of Excel and familiarity with financial statements