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Webinar | ACCA

Using AI in financial modeling: what you need to know today

In this interactive session, Ian Schnoor, executive director of Financial Modeling Institute, cuts through the hype to explore where AI genuinely enhances productivity in financial modeling and how to integrate it thoughtfully into day-to-day practice.

Overview

AI

Claude and Copilot can write formulas, generate analyses, and build financial models. But knowing what to do with those outputs, and when to question them, is where the real skill now lies. 

Drawing on Financial Modeling Institute's work with finance leaders worldwide and its partnership with Microsoft on Copilot in Excel, Ian will walk through real examples of AI in the modeling workflow, including where it speeds things up and where it introduces risk that only human judgment can catch. Expect practical scenarios, live audience Q&A, and takeaways finance professionals can put to use immediately.

What you'll learn:

  • What AI can (and can't) do in financial modeling
  • The risks of AI-generated models and how to manage them
  • Why the human skills around AI are now your competitive edge

Ian Schnoor, CFA, CFM, Executive Director, Financial Modeling Institute

Ian Schnoor is the executive director of Financial Modeling Institute, the world’s only financial modeling accreditation organisation. He is the creator of the Financial Modeling Practical Skills Module used in the CFA Program.

Ian began his career in investment banking at Citigroup and BMO Capital Markets. He is a CFA Charterholder and the founder of The Marquee Group, a leading financial modeling training and consulting firm that was sold in 2023. He has trained thousands of professionals and is widely recognised for his practical approach to financial modeling.

  • This webinar will be available on-demand after the live session.
  • A personalised CPD certificate will be available for download in the webinar console.
Pricing and booking information

Price

Price Free

Location

Global

Date & time

10 September 2026

Book on ACCA

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