Transform your financial modeling in Excel with five concise video lessons from Ian Schnoor, CFM. You’ll learn to automate text so your narrative updates as assumptions change, simplify and modularize formulas for easier auditing, eliminate hard-coded values by centralizing inputs, navigate sprawling workbooks at lightning speed, and jump straight into any precedent cell to inspect calculations with a single click. Apply these techniques to streamline your workflows, reduce errors, and build models that communicate insights clearly and adapt effortlessly to new scenarios.

Circular references are amongst the most contentious issues in the world of financial modeling. Views on the appropriateness of circularity vary by region, by sector and by company, so be sure to utilize the approach in the organization where you work.

In this on-demand webinar, Ian Schnoor, CFA, CFM, Executive Director of Financial Modeling Institute, will demonstrate advanced Excel techniques for financial modeling. This webinar will cover the discipline of financial modeling, powerful Excel skills to use in a financial model, key modeling tips and great keyboard shortcuts.

When it comes to financial modeling, there are two main approaches to tab structure: vertical and horizontal. Some professionals also use a hybrid of the two. Ultimately, the choice of structure depends on the specific needs of the model and the preferences of the financial professional. Regardless of the approach selected, it’s important to apply best practices and follow a clear tab structure to ensure an effective and efficient modeling process.

Will you spend 15 minutes to save hours of unnecessary work this year? Whether you’re an experienced financial modeler or new to Excel, this tutorial is for everyone. FMI’s Executive Director, Ian Schnoor, will guide you through an 8-step process to instantly increase your speed and efficiency in Excel. No third-party add-ins required. This approach uses built-in Excel features that can significantly improve your work.

In this video Ian Schnoor, FMI’s Executive Director, explores how to customize number formatting in Excel, helping you present financial data clearly and efficiently. These techniques will streamline your workflow and improve data presentation. Watch now for practical Excel formatting tips that enhance your financial models.

The best Excel tip you've never heard of. Try Excel’s Watch Window explained by FMI’s Executive Director, Ian Schnoor, CFA, CFM, and use it to monitor how changes to your assumptions impact key metrics like KPIs.

In financial modeling, switching mechanisms are used to toggle between different assumptions, scenarios, or outcomes. In this video, FMI’s Executive Director, Ian Schnoor, CFA, CFM, explains how to make models more dynamic and flexible for analysis and decision-making using switching mechanisms.

Managing scenarios is a key skill for any advanced financial modeler. In this video, Ian Schnoor, FMI’s Executive Director walks through essential techniques to help you build a flexible, clear, and professional scenarios page, whether you're preparing for the AFM exam or improving your day-to-day modeling.

Are dead inputs and hardcoded values sneaking into your financial models? Dead inputs and hardcoded values can ruin a model. In this video, Ian Schnoor, FMI’s Executive Director, explains why it is essential to check your financial model for dead inputs and hard coded values.