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There are 3 modules in this course
Analyze Cases, Evaluate Models, Finance is an intermediate-to-advanced course for financial professionals who need to move beyond model creation to master the critical art of model auditing. In a world where a single flawed assumption can cost millions, this course equips you with a systematic framework to ensure financial models are accurate, defensible, and reliable.
Across three modules, you'll first deconstruct cases like WeWorks to pinpoint the red flags and flawed assumptions behind valuation disasters. Then, you'll get hands-on with a professional QA checklist, learning to audit a model’s structural integrity and logical consistency. Finally, you will synthesize these skills by performing a complete model revision and using data storytelling to present your findings persuasively. You'll prove your mastery in a final project, delivering a full critique and revision of a flawed retail-chain model to a professional standard.
This module immerses learners in the critical skill of financial investigation. By dissecting famous real-world financial disasters such as Enron and WeWork, learners will develop a sharp eye for detecting flawed assumptions and structural weaknesses. The focus is on building the analytical muscle needed to question the story a model is telling and understand how minor errors can lead to catastrophic valuation failures.
What's included
1 video1 reading2 assignments
Show info about module content
1 video•Total 7 minutes
Trace Errors: From Flawed Assumption to Failed Valuation•7 minutes
1 reading•Total 10 minutes
Anatomy of a Flawed Model: Lessons from Enron•10 minutes
2 assignments•Total 20 minutes
Hands-On Learning: Practice Analysis: Quantifying the WeWork Flaw•15 minutes
Knowledge Check: Principles of Model Deconstruction•5 minutes
Mastering Model Quality: The Assurance Framework
Module 2•1 hour to complete
Module details
In this module, learners transition from diagnosing problems to using professional tools to solve them. The focus is on mastering a professional-grade quality assurance (QA) checklist to systematically audit a financial model for structural integrity, logical consistency, and documentation quality. This module is intensely practical, preparing learners for the comprehensive revision they will undertake in the final module.
What's included
2 videos1 reading2 assignments
Show info about module content
2 videos•Total 10 minutes
Why Checklists Matter: The Cost of "Good Enough"•5 minutes
From Gut Feeling to Evidence: The Three Pillars of Model Auditing•5 minutes
1 reading•Total 10 minutes
The QA Checklist in Practice: The LTCM Lesson•10 minutes
2 assignments•Total 25 minutes
Hands-On Learning: Practice Audit: Applying the QA Checklist•20 minutes
Knowledge Check: First-Pass Audit•5 minutes
Synthesizing the Solution and Telling the Story
Module 3•1 hour to complete
Module details
This module is about synthesis and communication. Learners will bring together the diagnostic skills and the QA framework to perform a complete audit and revision. Crucially, they will focus on the art of "data storytelling"—crafting a clear, defensible critique supported by visual evidence that justifies their revisions to stakeholders.
What's included
2 videos1 reading1 assignment
Show info about module content
2 videos•Total 11 minutes
From Analyst to Advisor: The Power of a Good Critique•5 minutes
Final Project Walkthrough: From Audit to Submission•5 minutes
1 reading•Total 10 minutes
How to Write and Visualize a Defensible Critique•10 minutes
1 assignment•Total 30 minutes
Project: The Financial Model Audit•30 minutes
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What will I get if I subscribe to this Specialization?
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Is financial aid available?
Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.