Financial Modeler's Corner

Mastering Finance: Navigating CFA Institute and CFA Program Changes with Rob Langrick


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Welcome to Financial Modeler's Corner (FMC) where we discuss the art and science of financial modeling with your host Paul Barnhurst. Financial Modeler's Corner is sponsored by Financial Modeling Institute (FMI)  the most respected accreditations in Financial Modeling globally. In this episode, Paul Barnhurst is joined by Rob Langrick.

 

Rob Langrick, CFA, CIPM, is the General Manager of the CFA Program. He was previously Head of Practice Analysis, overseeing annual curriculum updates to the CFA Program.

 

Before joining CFA Institute, he lead Bloomberg’s finance education division, where he built and launched Bloomberg’s certification product. He began his career as a sell-side equity research analyst in London and, after earning his MBA from Dartmouth worked in the private equity diligence unit of Bain & Company in New York.


List to this episode as Rob Shares:

  • His learnings from the worst models he has seen in his career  
  • His experience as an Equity Analyst
  • The CFA Program and why they modified the program to include new content
  • The value of FMI's financial modeling content to the new CFA Program
  • The importance of learning about Financial Models
  • His views on why financial models are one of if not the most important corporate decision making tool


Sign up for the Advanced Financial Modeler Accreditation or FMI Fundamentals Today and receive 15% off by using the special show code ‘Podcast’.


Visit www.fminstitute.com/podcast and use code Podcast to save 15% when you register.  



Go to https://earmarkcpe.com , download the app, take the quiz and you can receive CPE credit. 


Quotes:   


Often the best way to learn something is to teach it to others.”


“Modeling is just another branch of logic, reason and rationality.”



Follow Rob Langrick:    

  • LinkedIn - https://www.linkedin.com/in/rob-langrick-cfa-cipm-b16736/

 

Follow Paul:

  • Website - https://www.thefpandaguy.com/    
  • LinkedIn - https://www.linkedin.com/in/thefpandaguy/
  • Instagram - https://www.instagram.com/thefpandaguy/  
  • TikTok - https://www.tiktok.com/@thefpandaguy
  • Twitter - https://twitter.com/TheFPandAGuy 
  • YouTube - https://www.youtube.com/@thefpaguy8376   


Follow Financial Modeler's Corner 

  • LinkedIn Page- https://www.linkedin.com/company/financial-modeler-s-corner/?viewAsMember=true
  • Newsletter - Subscribe on LinkedIn- https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7079020077076905984   

In today’s episode:  

(00:22) Intro;

(00:48) Welcoming Rob;

(01:00) The worst financial model Rob has ever seen ;

(02:33) Rob’s key learning experience from the worst financial model ;

(04:20) Rob’s background;

(06:28) Rob’s experience as an Equity Analyst;

(08:53) What motivated Rob to move into Education;

(10:27) What lead Rob to join the CFA Institute;

(11:55) Roles Rob had at CFA;

(14:33 - 15:19) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad);

(15:20) Changes to the Practical Skills Modules;

(16:43) People’s response to change;

(19:20) Changes apart from Practical Skills;

(22:22) The main benefit to Charter Holders;

(24:55) Experience with FMI;

(26:24) Why is it important for everyone in finance to learn the basics of financial modeling ;

(28:33) Rapid Fire;

(32:47) Advice to college students;

(34:27) Connect with Rob;

...more
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Financial Modeler's CornerBy Paul Barnhurst AKA The FP&A Guy

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