What's New at CFI | Financial Modeling Guidelines

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. In this episode, you'll learn: • Why strong financial modeling is about more than getting the numbers right • How to improve messy legacy Excel models using professional modeling standards • The financial modeling habits that make models easier to audit, maintain, and update • Common Excel and modeling mistakes analysts make early in their careers • Why transparency and consistency are essential in financial models • How AI is changing the way finance professionals build and audit models • Duncan's favorite Excel productivity tip for every financial analyst Whether you're working in investment banking, FP&A, corporate finance, equity research, or any finance role that relies on Excel, these financial modeling best practices will help you build models with greater confidence and professionalism. 🎓 Explore the Financial Modeling Guidelines course and CFI's finance certifications: https://cfi.to/urxZJ 🎙️ Listen to more What's New at CFI episodes on FinPod: https://cfi.to/urxZL #FinancialModeling #Excel #CorporateFinance #FinancialAnalysis #InvestmentBanking #FPA #ExcelSkills #FinanceCareers #CFI #FinPod