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所在平台: Udemy |
课程主页: https://www.udemy.com/course/reviewing-financial-models/
课程评论：没有评论
课程名称：金融模型审查 课程概述： 本课程旨在帮助学员掌握审查金融模型的技巧，从详细的公式层面和宏观的“全局视角”进行分析，从而批判性地评估关键结果。通过学习本课程，学员将能更有信心地确保其模型按预期运行。 课程特点： * 自主学习节奏，可随时开始和暂停。 * 课程时长约半天，方便安排日程。 * 提供一套完整的技术工具，可应用于未来模型审查。 * 技术简单易学，但效果显著。 * 提供讲师邮件支持。 课程内容： * 每个模块均包含一个简短的视频，讲解关键概念并配有Excel演示。 * 提供详细的幻灯片，介绍审查技术。 * 提供一个Excel文件，内含练习和完整的解决方案。 课程模块及目标： * **模块1：错误的发生** * 理解金融模型中可能出现的错误类型。 * 了解发现这些错误的可用技术概览。 * **模块2：使用电子表格审查软件** * 了解模型审查软件的功能。 * 学习哪些软件功能有助于审查的不同环节。 * **模块3：使用Excel内置功能** * 了解Excel中可用于审查金融模型的各项功能。 * 实际操作部分功能。 * **模块4：创建差异视图（Delta Views）** * 理解“差异视图”的含义。 * 观看设置差异视图的演示。 * **模块5：检查财务报表** * 了解对财务报表进行检查的类型。 * 学习检查的示例。 * **模块6：执行分析性审查** * 理解“分析性审查”的含义。 * 探索分析性审查中可用的不同技术。 * **模块7：其他模型审查技巧** * 学习一些额外的模型审查技巧。 * **模块8：模型审查案例研究** * 巩固前期学习的关键课程。 * 对样本模型进行审查。
This is a financial model review course covering the modules listed below. It is designed to help participants review models from both a detailed formulae perspective and also by standing back and ‘looking at the big picture', in order to critically analyse key results. By implementing the techniques covered, participants should have greater confidence that their models are working as intended. The course is designed such that: You can work at your own pace and start and stop whenever you need;It takes about half a day to complete and hence can easily fit around your existing schedule;You will take away a comprehensive toolkit of techniques that can be applied to models reviewed in future;The techniques are simple and straightforward to implement, yet their impact can be significant; andYou can contact the instructor anytime via email should you need additional support when completing the course. What is included A short video for each module listed below, covering the key concepts and supported by demonstrations in Excel;A detailed slide pack describing the review techniques; andAn Excel file containing a practice review exercise, together with the full solution. Course modules and objectives covered The course consists of the following modules to be completed in this order: Module 1: The occurrence of errors Understand the types of errors that can occur in financial modelsGain an overview of the techniques available to uncover these errors Module 2: Using spreadsheet review software Understand what model review software can doLearn which software features can help with different parts of the review process Module 3: Using Excel's built in features See which of Excel's features can be used for reviewing financial modelsPut some of the features into practice Module 4: Creating delta views Understand what is meant by a "delta view"View a demonstration of a delta view being set up Module 5: Checking the financial statements Understand the types of checks that can be performed on a set of financial statementsSee some examples of these checks Module 6: Performing analytical reviews Understand what is meant by an "analytical review"Explore the different techniques that may be used as part of the analytical review process Module 7: Other model review tips Obtain some additional model review tips! Module 8: Model review case study Consolidate the key lessons learned from the previous modules and perform a review on a sample model
