NAIL FINANCIAL MODELING
Assemble your knowledge step-by-step
Build up a best practice cashflow model with a case study of a Greenfield Wind Farm.
NAIL FINANCIAL MODELING
Don't leave your financial model review to chance
Get Superpowers in Reviewing a Financial Model.
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-abvious... 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?
Learn, Practice, Apply
"After going through this course I feel like I have a secret weapon" - recent training participant
Watch The Training
Dive in to our step-by-step 3 hour video training, showing you exactly how to review a model.
Practice Your Skills
Put your new found knowledge and skills to use with the case study - how many errors can you find?
Apply Your Knowledge
Train hard, fight easy - Use the quick reference guide to jog your memory when you're reviewing your next model.
WHAT TO EXPECT FROM THE TRAINING
How to Review A Financial Model
Teaching financial modeling course, 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 else 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 organisations 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.
SIGN UP TODAY
Finally, Get The Training And Tools You Need
What You Are Going To Get
4 Hours of jammed packed video
31 bite-size videos
The Excel review case study model
Private Access to Forum for Comments & Queries
Key Slides PDF Download
12 MONTH Access to All the Training Material
Option to extend for $50 P.A
Detailed Course Breakdown
Learn how to review financial model
MODULE 1: Introduction, Course Aims & Structure
- 1A Introduction to the Course
- 1B Course Aims & Structure
2mins
MODULE 7: Practice Your Skills with a Case Study Acquisition Model - Can Find All the Errors? [Worked Example Included]
- 7A Introduction to the Small
Business Acquisition Case Study and
How to Review The Model
4mins
- 7B Worked Example of Conducting the
Commercial Review - What Row Differences
Reveals
8mins
- 7C Worked Example of Conducting the
Commercial Review with Transition Points
5mins
- 7D Worked Examples of Systematic Review
& Cell by Cell Review Slide by Slide
- Using Row Totals to indicate Errors
11mins
- 7E Worked Example of Systematic Review
Updating the Scenario Manager - Part 1
9mins
- 7F Worked Example of Systematic Review
Updating the Scenario Manager - Part 2
8mins
- 7G Worked Example of Systematic Review
- Constructing the CFW Data Table to
Systematise Stress Tests
3mins
- 7H Worked Examples of Systematic
Review Conducting Extreme
Value Analysis
5mins
- 7I Worked Example of Systematic Review
- Interrogating Extreme Values
to Find Errors
9mins
- 7J Worked Examples of Cell by Cell
Review - Finalising Review
2mins
- 7K Worked Example - Bringing
Review Together with Analysis
& Recommendations
3mins
MODULE 2:The 6 General Principles Behind A Successful Model Review
- 2A The 6 General Principles
6mins
MODULE 8: Beyond You: How to Reduce Errors Across Your Organisation
- 8A Reduce Errors Across Your Organisation
3mins
MODULE 3: Discover Financial Modeling Best Practices and See Examples of What Not To Do!
- 3A Best Practices for Model Transparency
and Robustness
12mins
MODULE 9: Extending Model Review Skills with Version Iterations & Multi-Asset Models
- 9A Iterations & Multi-Asset Models
6mins
MODULE 4: 6 Types of Errors and Examples of Each
- 4A Best Practice & Anchoring Errors
2mins
- 4B Errors in Excel Formula & Use of Tools
5mins
- 4C Errors in Model Infrastructure &
Module Specific Errors Like Tax
Working Capital Calculations
3mins
- 4D Other Errors - Omissions, Extras & Errors
4mins
CLOSING
- 10. Conclusion
0mins
MODULE 5: Your Excel Setup - The Software and Shortcuts to Speed up Your Model Review
- 5A Introduction to Your Setup & How to
Use Software to Speed up Your Review
8mins
- 5B The 8 Must-Have Shortcuts to Speed
Up Your Review
7mins
MODULE 6:Learn the Model Review Precess to Triage Your Review and Get the Most Bang for Your Buck!
- 6A Why to Triage Your Review and
Introduction to the 4 Stages of the
Model Review Process
8mins
- 6B The Commercial Review for Quick Wins
and to Get in the Right Ballpark
7mins
- 6C The Systematic Extreme Value
Review - Linking the Scenario Manager to
Start Test the Model
6mins
- 6D The Systematic Extreme Value Review -
Creating a CFW Data Table to Syestematise
Your Stress Test
8mins
- 6E The Systematic Extreme Value Review -
Interrogating Issues that Pop Up
8mins
- 6F Undertaking Other Checks like Trace
Dependents, Macros etc
3mins
- 6G Getting into Cell by Cell
5mins
Detailed Course Breakdown
Learn how to review financial model
MODULE 1: Introduction, Course Aims & Structure
- 1A Introduction to the Course
- 1B Course Aims & Structure
2mins
MODULE 2:The 6 General Principles Behind A Successful Model Review
- 2A The 6 General Principles
6mins
MODULE 3: Discover Financial Modeling Best Practices and See Examples of What Not To Do!
- 3A Best Practices for Model Transparency
and Robustness
12mins
MODULE 4: 6 Types of Errors and Examples of Each
- 4A Best Practice & Anchoring Errors
2mins
- 4B Errors in Excel Formula & Use of Tools
5mins
- 4C Errors in Model Infrastructure &
Module Specific Errors Like Tax
Working Capital Calculations
3mins
- 4D Other Errors - Omissions, Extras & Errors
4mins
MODULE 5: Your Excel Setup - The Software and Shortcuts to Speed up Your Model Review
- 5A Introduction to Your Setup & How to
Use Software to Speed up Your Review
8mins
- 5B The 8 Must-Have Shortcuts to Speed
Up Your Review
7mins
MODULE 6:Learn the Model Review Precess to Triage Your Review and Get the Most Bang for Your Buck!
- 6A Why to Triage Your Review and
Introduction to the 4 Stages of the
Model Review Process
8mins
- 6B The Commercial Review for Quick Wins
and to Get in the Right Ballpark
7mins
- 6C The Systematic Extreme Value
Review - Linking the Scenario Manager to
Start Test the Model
6mins
- 6D The Systematic Extreme Value Review -
Creating a CFW Data Table to Syestematise
Your Stress Test
8mins
- 6E The Systematic Extreme Value Review -
Interrogating Issues that Pop Up
8mins
- 6F Undertaking Other Checks like Trace
Dependents, Macros etc
3mins
- 6G Getting into Cell by Cell
5mins
MODULE 7: Practice Your Skills with a Case Study Acquisition Model - Can Find All the Errors? [Worked Example Included]
- 7A Introduction to the Small
Business Acquisition Case Study and
How to Review The Model
4mins
- 7B Worked Example of Conducting the
Commercial Review - What Row Differences
Reveals
8mins
- 7C Worked Example of Conducting the
Commercial Review with Transition Points
5mins
- 7D Worked Examples of Systematic Review
& Cell by Cell Review Slide by Slide
- Using Row Totals to indicate Errors
11mins
- 7E Worked Example of Systematic Review
Updating the Scenario Manager - Part 1
9mins
- 7F Worked Example of Systematic Review
Updating the Scenario Manager - Part 2
8mins
- 7G Worked Example of Systematic Review
- Constructing the CFW Data Table to
Systematise Stress Tests
3mins
- 7H Worked Examples of Systematic
Review Conducting Extreme
Value Analysis
5mins
- 7I Worked Example of Systematic Review
- Interrogating Extreme Values
to Find Errors
9mins
- 7J Worked Examples of Cell by Cell
Review - Finalising Review
2mins
- 7K Worked Example - Bringing
Review Together with Analysis
& Recommendations
3mins
MODULE 8: Beyond You: How to Reduce Errors Across Your Organisation
- 8A Reduce Errors Across Your Organisation
3mins
MODULE 9: Extending Model Review Skills with Version Iterations & Multi-Asset Models
- 9A Iterations & Multi-Asset Models
6mins
CLOSING
- 10. Conclusion
0mins
WORDS FROM MY CLIENTS
“As a past M&A advisor and latterly a direct investor (via corporate and project finance), I can safely say that Kyle has been the best trainer I’ve ever seen. He’s been able to take my team, some with little knowledge of financial modelling, to a highly competent level in a short period of time."
Jason Frank, Group Director of Data Analytics, European Tyre Enterprise Ltd
Testimonial
Job Title
WORDS FROM MY CLIENTS
“Kyle was an excellent trainer – very focused on developing our skills and making sure we understood each espect of the course."
Alexander G., STUDENT
WORDS FROM MY CLIENTS
“Kyle was fantastic – deep understanding
of the overarching principals of modeling and finance, but also great knowledge of the nuts and bolts of it."
Gabriel Davies, Head of Energy Access, Cross Boundary
WORDS FROM MY CLIENTS
“Kyle had a wealth of knowledge and was able to answer any questions that were asked."
Sarah D., STUDENT
