Course Overview

The Model Review Techniques - External course covers the process of conducting comprehensive reviews of financial models prepared by external model developers.

Course Objectives

Duration: 1.0 Day / 7.0 Hours
Course level: Advanced Modelling / Review Management
Course type:  Instructor-led or Virtual
Prerequisites: None
Who should attend: Targeted to those who regularly review financial models, such as analysts and or consultants, as well as anyone looking to improve their skills in financial modelling and analysis.
Format: Interactive lecture, participant discussion and hands-on practical.

Upon completion, you will be able to:

  • Understand the importance of reviewing external financial models. 
  • Assess the accuracy and reliability of financial models. 
  • Identify common errors in financial models and how to address them. 
  • Effectively layer on sensitivities and calculations to external models. 
  • Utilize formula auditing to check model accuracy. 
  • Standardize the financial model review process for more efficient and effective reviews. 
  • Handle scenario analysis to identify potential risks and opportunities. 
  • Show Delta views to highlight changes in financial models. 
  • Apply visualization techniques to improve understanding of financial models. 
  • Track changes in financial models. 
  • Develop skills in communicating findings to relevant stakeholders.    


What you will receive: 

  • Step-by-step technique and a takeaway of tips and tricks. 
  • All the worksheets, checklists, and forms in Microsoft® Excel template format.
  • Receive detailed feedback on your materials to help improve your output.