Advanced excel skills

Wednesday 28 May 2025 | 13:00 - 14:00 | Webinar

Financial modelling is a gold-standard skill for investors – and FMI are the gold standard in financial modelling accreditation. That’s why CFA UK is delighted to partner with the Financial Modeling Institute (FMI) by offering CFA UK members a series of practical taster webinars to find out more about what FMI’s accreditations can offer. You’ll also have the chance to obtain the FMI’s Level 1 Advanced Financial Modeler (AFM) accreditation with a discount exclusive for CFA UK members.    

Financial modelling is a critical discipline that is now required of many accountants and finance professionals. 

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 webinar, Ian Schnoor, Executive Director of Financial Modeling Institute will cover some critical Excel skills that are helpful in the construction of best-in-class financial models so that your models inspire confidence and lead to optimal decision making.

Topics will include:

• The discipline of financial modelling

• Powerful Excel skills to use in a financial model

• Key modelling tips

• Great keyboard shortcuts

This event is one of three webinars in the CFA UK and FMI practical taster webinar series.

You can also book on to the other two events in the series:

• Financial modelling best practices – 25 September

• Checking and reviewing a financial model – 29 January 

Find out more about the AFM accreditation and access your CFA UK member discount to join the AFM program. 

Registration: 12:55
Event: 13:00 - 14:00

Speaker:

Ian Schnoor, CFA, CFM Executive Director of Financial Modeling Institute

For 20 years, Ian taught financial modelling to thousands of business professionals and university students around the world as founder of The Marquee Group (acquired by Training the Street in 2023). Ian’s time spent as an investment banker inspired him to create content to teach financial modelling in a new way. 

Financial Modeling Institute (FMI) is a result of these professional and training experiences, and a recognition of the need to promote excellence in financial modelling through world-class accreditation programs. Ian is globally recognised as an expert in valuation modelling, Excel models, and corporate finance.

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