Financial Modeling Best Practices: 10 Tips to Build a World-Class Model| 25 March

Financial modeling is a discipline. A well-built model tells a story and creates confidence for decision makers. Yet many financial models are poorly structured, overly complex, and difficult to interpret. This session explores practical, structured approaches to building clear, reliable, and decision-ready financial models. Ian Schnoor will review best practices, technical modeling skills, and common pitfalls that lead to flawed models. The workshop is highly relevant for practitioners who rely on forecasts, budgeting, and financial analysis to guide client decisions, assess risk, and support strategic planning with confidence.

The webinar will cover: 

  • The discipline of financial modeling
  • Why many financial models fail in practice
  • Top 10 financial modeling best practices
  • Structuring models for clarity and decision-making
  • Key Excel technical skills for model robustness
  • Common design and linking mistakes
  • Building models that tell a clear financial story
  • Enhancing confidence in budgeting and forecasting outputs
  • Practical application to real-world finance scenarios

Who is this presentation/workshop for?

Accountants and finance professionals with good working knowledge; professionals involved in budgeting, forecasting, valuation, and financial decision-making; those seeking a refresher on best practices in financial modeling

Date: Wednesday 25 March 2026
Time: 12:30 - 14:00 GMT
CPD hour: 1.5
Delivery: Online
Price: Free

Register Now Button

About the speaker 

Ian Schnoor, Executive Director at Financial Modeling Institute (FMI)Ian Schnoor _Headshot 72 (2)

Ian Schnoor, CFA, CFM, is Executive Director  Financial Modeling Institute (FMI). For 20 years, Ian taught financial modeling 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 as an investment banker inspired him to create a new approach to teaching financial modeling. He is globally recognized as an expert in valuation modeling, Excel models, and corporate finance, and is committed to promoting excellence in financial modeling through rigorous, world-class accreditation programs.