From Classroom to Certification: Andy Temte's Unique Perspective on Financial Modeling

In this episode, Paul Barnhurst is joined by Dr. Andy Temte .

 

Dr. Andrew Temte, CFA, is the former CEO of Kaplan Professional and author of “Balancing Act: Teach, Coach, Mentor, Inspire,” and "The Balanced Business: Building Organizational Trust and Accountability through Smooth Workflows." He is also a board member and senior advisor at the FMI.

 

A thought leader on financial education and issues related to organizational health, continuous improvement, and workforce re-skilling, his articles have appeared in a number of media outlets, including Chief Executive and Chief Learning Officer.

 

This blend of higher education and professional education experience gives Dr. Temte a unique perspective when it comes to financial education and financial modeling

 

Listen to this episode as Andy shares: 

Quotes:  

“FMI is one of the only institutes that’s delivering a truly experiential credentialing process.”

 

“At the end of the day, modeling is about communication because you're helping communicate insights, derived from data and assumptions to drive behavior or changes or decisions. And so it's all about communicating.”

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. 

 

Follow Andy Temte:    

LinkedIn - https://www.linkedin.com/in/atemte/

Podcast - Balancing Act

Website - https://www.andrewtemte.com/

 

Andy’s books:

 

Balancing Act - https://www.amazon.com/Audible-Balancing-Act/dp/B0CFCZT4HN/ref=sr_1_2?crid=17K8UI3208G9Q&keywords=Andy+Temte&qid=1701342458&sprefix=andy+temte%2Caps%2C150&sr=8-2

 

 

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In today’s episode:  

(00:22) Intro;

(00:46) Welcoming Andy;

(01:05) The worst financial model Andy has ever seen ;

(01:52) Andy’s key learning experience from the worst financial model ;

(02:45) Andy ’s background;

(05:07) Andy’s journey as a professor;

(07:16) Andy’s motivation to teach Finance ;

(11:02) Time at Kaplan;

(13:55) Andy’s views on the CFA program;

(17:27 - 18:13) Validate your Financial Modeling Skills with FMI’s Accreditation Program (ad);

(18:18) Andy’s experience as a Member of the Board of FMI;

(20:03) Value of Financial Modeling Accreditation;

(25:23) Andy’s motivation behind writing the book “The Balancing Act”;

(33:17) What motivated Andy to start a Podcast?;

(34:54) Rapid Fire;

(37:27) Advice on being a successful Modeler;

(39:32) Connect with Andy;

(40:10) Outro.