Don't leave your financial model review to chance

Hi, Kyle Chaning-Pearce here.

Let me ask you a question:

Could you imagine a surgeon being self taught? Can you imagine a Civil Engineer figuring out herself how to calculate the critical load failure mechanism in a building, completely unaided? 

So why do we expect people to be able to review (or build) financial models, on which billion dollar decisions are made… without any training?

If you’re already a Sherlock Holmes in the financial modeling world, look no further. However, if you need the ability to dig in, and discern the non-obvious… this course will teach you how to pull apart a financial model and scrutinise it from different angles.

Working in a role at a Professional Model Auditor, I saw people deconstruct models and be able to review them in as little as 30 minutes. Model review can take up to 200 hours... so how did they do it?

Teaching financial modeling courses, it struck me that most people who encountered models didn’t need to build them, but they needed to know what they were doing for models they already had. And people felt they didn’t have the knowledge to tamper with “someone elses model” so they just did the bare minimum with the model and “shut their eyes and hoped for the best” when running the model.

This course will give you superpowers with Excel and Financial Modeling. You’ll breeze through model review, and finally interact confidently with Excel.

I’ve distilled everything I know about reviewing financial models and put it into bite size videos that break the process down. You’ll learn

• The mindset you need to be efficient at reviewing financial models
• Best Practice financial modeling, and worst practice
• 6 Categories of Errors – I’ve taken years of experience and hundreds of models that I’ve seen and boiled it down into these lessons
• Setup – you’ll see the Software and the Shortcuts that professionals use to make the job as easy as possible
• In Module 6 you’ll learn about the four stages of the model review process, and see each step applied to a case study model
• You’ll get your own case study model to review and write findings in Module 7. I’ll then provide a worked example review, as if you were “watching over my shoulder”
• If you help to set your organisaitons policy- you’ll love the Reducing Errors in an Organisation module, which looks at the three main areas you can easily invest in, to quickly raise the bar and reduce risk across your organisation
• Lastly look at more advanced review cases – speed up your review of multi-asset models, or if it’s a bigger more formal review, how to review iterations of models.