Overview
AI-Assisted Financial Model Auditing Course
Financial models are used to make important financial decisions. Before a model can be trusted for decision-making, it must be checked from end to end. This AI-Assisted Financial Model Auditing course will cover a detailed list of some of the most common and problematic issues that crop up in financial models. We will use a structured prompt to have AI build the model checks into a skill that can be saved and used to check financial models. The course will also teach the skills necessary to perform a detailed check of the model once AI has completed a first pass of the model.
Who Should Take This Course?
This course is designed for finance professionals in investment banking, equity research, FP&A, and valuation who want to integrate AI tools into their analytical workflow. It is ideal for analysts and associates looking to integrate more AI into their workflow and improve their financial model auditing skills.Tools Used in This Course
Claude in Excel (Paid)AI-Assisted Financial Model Auditing Learning Objectives
- Identify common errors and risks in financial models.
- Create structured prompts and reusable AI skills for model auditing.
- Evaluate AI-generated audit results and identify meaningful errors.
- Verify financial model integrity using AI-assisted and Excel-based auditing techniques.
Prerequisite Courses
Recommended courses to complete before taking this course.
AI-Assisted Financial Model Auditing
Led by
Duncan McKeen
Level 3
4h 30min
100% online and self-paced
Field of Study: Finance
Start LearningWhat You'll Learn
Lesson
Multimedia
Exams
Files
Manual Check
Course Summary
Qualified Assessment
Frequently Asked Questions
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