Building evaluations for financial reasoning

Financial reasoning involves more than producing a numerical answer. It requires selecting the appropriate information, applying a coherent method and communicating the limits of the result.

Define a reliable reference
An evaluation needs a clear view of what can be concluded from the source material. Alternative valid approaches should be considered when the question permits more than one method.

Test the important failures
Useful cases expose mistakes that matter: inconsistent units, unsupported assumptions or conclusions that overlook a material qualification in the source.