Financial modelling best practices

Financial modelling is a discipline. A good financial 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, “Is there a better way?”

In this session, Ian Schnoor will review a better way. He will present and discuss tools and skills required to build a best-in-class financial model that inspires confidence and leads to optimal decision making.

Webinar attendees will also hear more about the Advanced Financial Modeler accreditation ICAEW offers in partnership with FMI.

Key benefits of attending

• Apply financial modelling best practices to create accurate and reliable models.
• Implement key modelling tips for efficient and effective financial analysis.
• Demonstrate great technical skills in Excel-based financial modelling.
• Understand the discipline of financial modelling and its importance in decision making.

About the speakers

Ian Schnoor, Executive Director, Financial Modeling Institute Ian Schnoor is the Executive Director of the Financial Modeling Institute (FMI), the world’s only financial modelling accreditation body. Ian is also the founder of The Marquee Group, a leading provider of financial modelling training and consulting to professionals in the financial community. Over the years, Ian has taught thousands of business professionals and university students in North America, Europe, the Middle East, Asia and Australia. Ian is passionate about teaching and brings a hands-on, interactive approach to every session.

Ian Pay, Head of Data Analytics and Tech, ICAEW Ian is ICAEW's Head of Data Analytics and Tech, looking at the role that analytics and technology solutions play in the profession. Prior to this, Ian worked for over 10 years at PwC in Data Analytics, specialising in External Audit and Data Acquisition and developing robust and automated ETL processes to support the firm’s award-winning Halo suite of applications. Ian also played an active role in the development and delivery of training courses, with digital upskilling being an area he is particularly passionate about. He has previously trained as a secondary school teacher and a musician.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

This webinar is free for all ICAEW members and non-members.

In partnership with