Audit & Evaluate Excel Models

This intermediate course is designed for financial analysts, business planners, and finance professionals who need to ensure the integrity and reliability of their spreadsheet models. In a world where a single formula error can lead to multimillion-dollar losses, mastering model auditing is no longer optional. This course equips you with a systematic, repeatable framework to audit complex Excel models, diagnose critical errors, and confidently evaluate the impact of any changes. You will move beyond basic error checking to master Excel’s powerful formula auditing tools, implement robust version control, and document your models for transparency and collaboration. Through hands-on activities, you will learn to trace data dependencies, analyze scenarios, and build a structured review process inspired by professional best practices. The course uses real-world case studies, like the JPMorgan “London Whale” trading loss, to bring the consequences of model failure to life. By the end, you won't just build models; you'll build trusted models that stand up to scrutiny and support sound decision-making

• Systematically audit Excel models and diagnose errors
• Trace data dependencies and analyze scenarios
• Apply advanced formula auditing tools and implement version control
• Document models for transparency and collaboration

• Basic familiarity with modeling and formula concepts
• Readiness to practice through applied exercises