Financial Modeling Best Practices - 10 Tips to Build a World-class Model

27 Jan 2021, 17:00 - 18:30


1 PL Credit(s)

Event Details

Webinar Resources

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 


Registration for April 2021 Exam is open; 40% discount code is available for CFA Society Switzerland members and candidates


Ready to take the next step in proving your ability as a financial modeler? Register for the April 2021 virtual exams from the Financial Modeling Institute to be one step closer to obtaining your AFM or CFM accreditation. CFA Society Switzerland members and candidates will receive a 40% discount with code: APR21CFASWITZ40.

Click here  to register.


This webinar qualifies for up to 1 PL credit. CFA Society Switzerland members can record PL credit  for their participation using the online tracking tool (CFA Institute login required).



Ian Schnoor, CFA

Ian Schnoor, CFA

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 finncial 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.