Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

Financial Modeling is a discipline. A good model needs to tell a story and create confidence for the users and decision-makers. Unfortunately, many financial models are a mess. Financial modelers are often self-taught and left to figure things out on their own, often wondering if “there’s a better way”. In this live webinar, Ian Schnoor will review a better way. During the session, he will present and discuss some critical tools and skills required to build a best-in-class financial model that inspires confidence and leads to optimal decision making.
Specific topics will include:
• The Discipline of Financial Modeling
• Top 10 Modeling Best Practices
• Key Modeling Tips
• Great Modeling Technical Skills
Ian Schnoor is the Executive Director of the Financial Modeling Institute (FMI). In this role, he works closely with the entire FMI team on the creation and execution of the FMI’s strategy. Ian is also a Principal and Founder of The Marquee Group, a leading provider of financial modeling training to professionals in the financial community. Ian has built The Marquee Group into a leading provider of financial modeling training, consulting and accreditation.
Over the years, Ian has taught thousands of business professionals and university students in Canada, the United States, the United Kingdom, Australia and Mexico. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. Ian teaches at Queen’s University and is a past recipient of the “Instructor of the Year” award in the Master of Finance program at the Smith School of Business. Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking departments at Citigroup and BMO Capital Markets. Ian completed a Bachelor of Commerce Honours degree with academic distinction and has also attained the CFA designation.
Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

[@kylewishing55]

Thanks for providing the great content, CFA Society of Atlanta. It would be great to hear more from the FMI team. If possible, could you bring them back or share some links to some of the other trainings that they have done for other societies?

[@timothybracken1728]

Amazing video, great lecture ! !!

[@edwardpi9852]

Great work 👍👏!

[@user-qi9ls8dm1k]

This is very helpful. Lots of great insights. Can you share the link for those files?

[@luckyjeffreyd1]

Great content! Can we get a link to the resources in the video please?

[@JenniferMorrissey]

Are you able to send a copy of the excel model from this webinar?

[@eliasfayad3102]

Thanks Please send me Excel File

[@maximus5751]

www.cfasociety.org/baltimore/Documents/2021.01.13_FMI%20Webinar%20for%20CFA%20Society%20Baltimore.pdf