USING AI IN FINANCIAL MODELING:

What You Need to Know Today

September 29, 2026 | 12 - 1 PM ET | Virtual

Hosted By: CFA Society Toronto
Level: General
Format: Webinar - Zoom 

Overview  

Claude and Copilot can write formulas, generate analyses, and build financial models.

In this interactive session, Ian Schnoor, Executive Director of Financial Modeling Institute, cuts through the hype to explore where AI genuinely enhances productivity and how to integrate it thoughtfully into your practice.

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

Session Overview:

Duration: 60 minutes
Introduction (5 minutes)
Presentation by Ian Schnoor (45 minutes)
Q&A (10 minutes)

CFA Institute Professional Learning (PL) Credit Information:
Eligible for 1 CFA Institute PL credit hours.

Registration Information:

  • Registration Deadline: September 25, 2026
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