Finance

What Every Finance Student Should Learn Before Graduating with Riley Edwards

Paul Barnhurst
Paul Barnhurst•Apr 7, 2026

Why It Matters

Financial modeling bridges analysis and communication, giving graduates the confidence and tools to turn numbers into persuasive business stories—an indispensable advantage in today’s finance landscape.

Key Takeaways

  • •Balance sheet errors often stem from simple sign mistakes.
  • •Advanced Financial Modeler exam demands rigorous preparation and time management.
  • •Presentation skills are as critical as Excel formulas in modeling.
  • •Real‑world modeling builds confidence to substantiate financial claims.
  • •Leveraging AI and visual tools enhances storytelling in finance.

Summary

The video features Riley Edwards, an executive assistant at Fox Retesrave and Associates, discussing why every finance student should master financial modeling before graduation. He recounts his journey through introductory and advanced modeling courses, the Advanced Financial Modeler (AFM) exam, and how the skill set translates to his role at IG Wealth Management in Canada.

Edwards highlights common pitfalls—most notably a balance‑sheet that refused to balance due to a stray negative sign—illustrating how a single formula error can derail an entire presentation. He stresses that the AFM exam tests not only technical accuracy but also the ability to build a clean, efficient model under tight time constraints, and he credits extensive study guides and peer support groups for his success.

Memorable moments include his analogy of building a model from a blank page to constructing a wall, and his observation that visual storytelling can replace “tough words” in client conversations. He also notes the growing role of AI and visual tools in turning raw data into compelling narratives.

The takeaway for students and early‑career professionals is clear: mastering both the analytical engine of Excel and the art of presentation is essential. Investing in rigorous coursework, leveraging community resources, and embracing emerging technologies will equip future financiers to substantiate claims, influence decisions, and stay competitive in a data‑driven market.

Original Description

In this episode of Financial Modeler’s Corner, Paul Barnhurst sits down with Riley Edwards to discuss what it’s like starting out in financial modeling and how those skills carry into real-world financial planning. The conversation covers early mistakes, learning experiences, and the importance of presenting financial information clearly. Riley shares his journey from studying finance to working in wealth management, along with how financial modeling helped him build confidence, improve communication, and handle client conversations more effectively.
Riley Edwards is a Financial Planning professional at IG Private Wealth Management, working with Fox-Revett Heslegrave & Associates. He is an Adrian College alumnus and is currently building his career in the financial planning industry. Based in Schomberg, Ontario, Canada, he focuses on helping clients understand their finances and make better decisions through clear analysis.
Expect to Learn
What early mistakes in financial modeling look like and how to fix them
Why understanding the basics is more important than just building models
How financial modeling improves confidence in professional settings
Why presentation skills matter just as much as technical skills
How modeling helps handle difficult client conversations
Here are a few quotes from the episode:
“Learning modeling is easier when you have people around you to share ideas and solve problems together.” - Riley Edwards
“Financial modeling is not just about numbers. It’s about understanding where you are today and where you’re going tomorrow.” - Riley Edwards
Financial modeling is not just about spreadsheets. It’s about turning numbers into something people can understand and use. As Riley explains, the real value comes from how you present and communicate that information, especially when the conversation is not easy.
Follow Riley:
Follow Financial Modeler's Corner: 
Sign up for the Advanced Financial Modeler Accreditation Today and receive 15% off by using the special show code ‘Podcast’.
Visit https://bit.ly/497oAqW and use the code “Podcast” to save 15% when you register. 
In today’s episode:
[00:00] – Trailer
[02:57] – First Modeling Mistake
[05:07] – Getting Started in Financial Modeling
[07:29] – Learning Experience & Education
[10:04] – Most Rewarding Part of Modeling
[12:23] – Importance of Presentation Skills
[13:37] – Challenges in Learning Modeling
[15:29] – Current Role in Wealth Management
[17:38] – Personal Motivation & Background
[19:00] – Using Modeling in Client Work
[21:18] – AI in Learning & Modeling
[25:18] – Excel Tips & Shortcuts
[27:28] – Rapid Fire Round

Comments

Want to join the conversation?

Loading comments...