AI Financial Modeling with Claude in Excel

Learn how to build, evaluate, and enhance financial models using AI in Excel while applying core financial modeling principles. Designed for financial analysts, FP&A professionals, and corporate finance professionals who already have financial modeling skills and have completed AI Prompting for Financial Analysis.

7.000,00 LE

Verantwortlich	Rehaf Foula
Letzte Aktualisierung	24.10.2026
Mitglieder	1

Kurs
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Fortgeschritten

MODULE 1 - Course Introduction

5Lektionen ·
- Lesson 1.1 Getting Started
  
  Neu
- Lesson 1.2 Introduction
  
  Neu 10 xp
- Lesson 1.3 Welcome to AI Financial Modeling with Claude in Excel
  
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- Lesson 1.4 Downloadable Materials (starter financial model and benchmark model)
  
  Neu
- Lesson 1.5 Learning Objectives
  
  Neu
MODULE 2 - Building, Auditing, and Enhancing Financial Models with Claude in Excel

20Lektionen ·
- Lesson 2.1 Installing Claude in Excel
  
  Neu
- Lesson 2.2 Logging In and Accessing Claude in Excel
  
  Neu
- Lesson 2.3 Reviewing the Financial Model Structure Before Forecasting
  
  Neu
- Lesson 2.4 Generating a Financial Model Forecast with Claude in Excel
  
  Neu
- Lesson 2.5 Validating AI-Generated Financial Models Against a Benchmark
  
  Neu
- Lesson 2.6 Interactive Exercise 1 (quiz)
  
  Neu 10 xp
- Lesson 2.7 Auditing Financial Models Using Formula View
  
  Neu
- Lesson 2.8 AI-Based Model Auditing
  
  Neu 10 xp
- Lesson 2.9 Applying Financial Modeling Guidelines to Audit Models with AI
  
  Neu
- Lesson 2.10 Creating and Testing Errors in Financial Models for AI Detection
  
  Neu
- Lesson 2.11 Interactive Exercise 2 (quiz)
  
  Neu 10 xp
- Lesson 2.12 Using AI with Guidelines to Audit Model Errors
  
  Neu
- Lesson 2.13 Automatically Fixing Financial Model Errors with AI
  
  Neu
- Lesson 2.14 Identifying Unreasonable Assumptions with AI
  
  Neu 10 xp
- Lesson 2.15 Detecting Subtle Modeling Errors with AI
  
  Neu
- Lesson 2.16 Enhancing Revenue Forecasts with Scenario Modeling
  
  Neu
- Lesson 2.17 Interactive Exercise 3 (quiz)
  
  Neu 10 xp
- Lesson 2.18 Building Top-Down Revenue Scenarios Using Market Analysis
  
  Neu 10 xp
- Lesson 2.19 Integrating Scenarios into the Financial Model - Part 1
  
  Neu 10 xp
- Lesson 2.20 Integrating Scenarios into the Financial Model - Part 2
  
  Neu
MODULE 3 - Optional - Graphs & Charts

1Lektionen ·
- Lesson 3.1 Optional - Charts and Graphs
  
  Neu
MODULE 4 - Conclusion

3Lektionen ·
- Lesson 4.1 Recap
  
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- Lesson 4.2 Download Completed Model
  
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- Lesson 4.3 Conclusion
  
  Neu
MODULE 5 - Qualified Assessment

1Lektionen ·
- Lesson 5.1 Final Qualified Assessment (multiple-choice exam, pass mark 80%)
  
  Neu 10 xp

Course Objectives

Build structured financial models with appropriate assumptions, forecasts, and valuation methods.
Evaluate and audit AI-generated models for errors, inconsistencies, and best-practice violations.
Build and interpret a DCF valuation and sensitivity analysis.
Assess the reasonableness of financial assumptions and detect subtle modeling errors.
Build and integrate multi-scenario revenue drivers using top-down market analysis.

Skills and Knowledge

Claude prompting in Excel · Financial model auditing · Assumption reasonableness · Formula risk detection · DCF valuation · Sensitivity analysis · Scenario modeling

Level: Advanced (Level 3) · Duration: approx. 1 hour 30 minutes · Prerequisites: financial modeling skills and completion of AI Prompting for Financial Analysis.