What's New at CFI | Financial Modeling Guidelines

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.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• GRC Is Broken... And Nobody Wants to Admit It ft Dylan O’Dell, AVP Information Risk Officer @ ManulifeSecurity & GRC Decoded · on Risk management95 / 100
• Trust, stablecoins, and the AI margin squeeze:What McKinsey and QED's fintech report means for banksTearsheet Podcast: Exploring Financial Services Together · on Banking89 / 100
• Systems Over Signs: How James Ferrell is Engineering Out Workplace HazardsThe Canary Report: Safety & Risk Management · on Risk management79 / 100
• S2 EP 27 Building Billions with JD Ross: Inside the Playbook Behind Multi-Billion Dollar CompaniesBuilding Billions with Brandon Dawson · on Risk management79 / 100
• Revisiting: Wall Street to SaaS CFO with Carla Cooper (CFO @ Contentful)The Growth-Minded CFO · on FP&A78 / 100
• #95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)Investing In Integrity · on capital markets76 / 100

• Corporate Finance Explained | Interest Rate Risk Management75 / 100
• What's New at CFI | Advanced SQL for Data Analysts61 / 100
• Corporate Finance Explained | Free Cash Flow: The Metric That Truly Drives Valuation56 / 100
• Corporate Finance Explained | The Finance of the AI Buildout71 / 100
• Corporate Finance Explained | Tariffs, Trade Policy, and Reshoring: The Financial Lens59 / 100