Financial Modeling Best Practices (Members Only)

10 Tips to Build a World-Class Model

Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event.

Hosted by: Professional Development Advisory Group

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

Target Audience: This is an introductory presentation most beneficial for those with less than 3-4 years of experience (specifically those without any formal banking experience and/or formal buyside analyst training) and for those looking to make a switch to a more model-intensive role.

Members - Free
(Member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1.5 credit hours

Registration: Online

Agenda: Class starts promptly at 5:00 PM 
5:00 pm - 6:30 pm CDT (Log in few minutes early to test video/audio/internet)


Ian Schnoor, CFA, AFM
, is the executive director of the Financial Modeling Institute (FMI). In this role, he works closely with the FMI team on the creation and execution of the FMI’s strategy. Schnoor 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, Schnoor 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. Schnoor 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, Schnoor 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.

*Special Notes Regarding Fees
This event is open to members only. If you are a member of another CFA Society please contact the office to register under the Global Passport Program. Registration online is required and closes at 5:00 PM on May 18, 2021.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

5/19/2021 5:00 PM - 6:30 PM
Registration not available.

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