Financial modelling is progressively being seen as a key use case for AI. With Copilot becoming increasingly advanced in Excel, and Anthropic’s Claude add-in also gaining traction, many finance professionals and accountants are starting to explore how AI can be used to accelerate the development of models. But where do you start, and how much trust can you place in what the AI tools are building?
In this webinar, Ian Schnoor, Executive Director at the Financial Modeling Institute (FMI), explores how AI can be used to augment financial modelling in Excel. He will begin with an overview of how the use of AI has developed in Excel over recent months, before exploring some of the modelling capabilities available in Excel through Copilot and other solutions.
Ian shares examples of financial models created with Copilot, highlighting their strengths and weaknesses, share tips on effective prompting to build models, and highlight the art of the possible when humans and AI come together to deliver complex, tailored financial models. The webinar will also address the limitations and risks of using AI for financial models, covering how to review AI‑generated outputs, spot errors, and confidently challenge results.
You will leave with an understanding of why core financial modelling skills remain essential, and how these skills may evolve as AI becomes more embedded within Excel.
First broadcast on 6 May 2026
Webinar resources
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CPD
This webinar could contribute to up to 1 hour of verifiable CPD, so long as you can demonstrate that the content is relevant to your role.
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