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    Amid, the ongoing COVID-19 pandemic, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  We have postponed all in-person events until further notice.  Take good care, stay safe, and be well.   

    Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

    March 23, 2021
    12:00 PM - 1:30 PM
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    Tickets

    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $25.00 Guest Ticket | Advanced Registration Required

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    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

    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 financial 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.

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Future Events

    Online Series: SEC Update

    March 03, 2021
    12:00 PM - 1:00 PM

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    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory Compliance

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    Online Series: Dynamic and Disciplined Investing | Can We Do Both?

    March 11, 2021
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    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Performance Measurement, Evaluation & Reporting + Portfolio Construction

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    Online Series: Financial Modeling Best Practices | 10 Tips To Build A World-Class Model

    March 23, 2021
    12:00 PM - 1:30 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modelling + Investment Strategy & Process

    Read More

    Online Series: The Future of Sustainability in Investment Management: Research and Tools

    April 14, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = ESG Integration + Industry & Company Analysis + The World Economy

    Read More

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    5:30 PM - 9:00 PM

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    Our training partner, Cognitir is instructing this online course

    Read More

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    April 28, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Leadership + Personal Effectiveness

    Read More

    Online Series: The Future of Emerging Markets & The Coming Digital Generation

    May 06, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = The World Economy + Financial Analysis + Investment Strategy & Process

    Read More

    Online Series: A Professional Investor's Guide To Cryptoassets | Everything You Need To Know About A Rapidly-Emerging Asset Class

    May 12, 2021
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Instruments & Products + Portfolio Construction

    Read More