Non members : To receive news from HKSFA
Please register here
Forgot password
[Webinar] Financial Modeling Best Practices Event Code: 200825LU-CEX
Date 25-Aug-2020
Time 11:00 a.m. - 12:30 p.m.
Venue [Webinar]
Speaker(s) Mr. Ian Schnoor, CFA
Principal and Founder
The Marquee Group

Executive Director
Financial Modeling Institute
Fee Complimentary (@$150 CPT Letter for Non-members)
This seminar is qualified for 1.5 CPT hour(s), 1.5 CE hour(s), 1.5 RBV CPD hour(s)
Remarks
This Webinar is a complimentary event for all participants (including Members, Candidates and Non-members).
 
Members will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar, whereas Non-members will have to pay @$150 for getting the Attendance Letter.  Please see below for further details.


CPT Attendance Letter
 
Complimentary CPT Attendance Letter for members of CFA Society Hong Kong only.  
For Non-members, after registering for the webinar, to request for CPT Attendance Letter, please click here (or scroll down) to complete the request application and payment (@$150).  
  • Request for CPT Attendance Letter will only be accepted on or before 24 August 2020 upon successful payment of $150.
  • Participants who fail to submit the request for CPT Attendance Letters and/or complete the payment @$150 will not be awarded of the Attendance Letter. 
  • No make-up applications and payments will be processed after 24 August 2020.
  • CPT Attendance Letters will not be awarded to participants who fail to attend the full webinar. The $150 paid will NOT be refunded. 
To qualify for CPT/CE hours, all participants (members and non-members) must attend the full webinar.  After the webinar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters.  No pro-rata credit hours will be awarded.


Other Details:

* CFA Societies Global Passport Program Eligible
# CFA Candidate(s) for Year 2020/2021 only. 
- The event will be conducted in English.
- The webinar link and email confirmation will be sent to registrant upon successful online registration. 
- A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate's responsibility to contact HKSFA to confirm their place.
- The webinar will be conducted on Zoom.
To qualify for CPT/CE hours, participants must attend the full webinar.
- Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 11:00 am.
- For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
- HKSFA will closely monitor and assess the ongoing situation of COVID-19 in the community.  Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
- The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
 
- In case of dispute, the decision of HKSFA is final, and no further correspondences will be entertained. 

Event Details Add to Calendar

[Webinar] Financial Modeling Best Practices

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, Mr. 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
- Skills to check a Financial Model
- Great Modeling Technical Skills


 (You will be directed to the registration platform of Zoom.)

  • CPT Attendance Letter is complimentary for Members. NO REQUEST APPLICATION IS NEEDED.
  • If you are a Non-member and would like to request for getting CPT Attendance Letter after the webinar, please click the button below to complete the request application and payment by 24th August 2020.
 
 


About the speaker

 
 
Mr. Ian Schnoor, CFA
Principal and Founder
The Marquee Group
 
Executive Director
Financial Modeling Institute
 
Mr. Ian Schnoor is 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.
 
Ian is also 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.
 
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 Chartered Financial Analyst® designation.



Rating - General 
Material presented will be basic and of interest to a general audience having no background in the area.  



CFA Societies Global Passport Program



HKSFA has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-HKSFA CFA Institute societies qualify to attend this event at HKSFA member rates.  Please contact HKSFA at 
info@hksfa.org to register.


Your Identity: