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What's New at CFI | Financial Modeling Guidelines

FinPod · 2026-07-14 · 24 min

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Topics in this episode

Risk managementFP&Acapital marketsCorporate financeBanking

Episode notes

Want to build financial models that other finance professionals can trust? In this episode of What's New at CFI, Meeyeon sits down with Duncan McKean, CFI's VP of Financial Modeling, to discuss Financial Modeling Guidelines, a practical course designed to help analysts build cleaner, more transparent, and more professional Excel models. Instead of building a model from scratch, this course starts with a messy legacy model and walks you through transforming it into a best-in-class financial model using industry-standard modeling practices. Along the way, you'll learn why model structure matters, how to improve readability and transparency, and the habits that separate experienced financial modelers from everyone else.

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