IGBS-SBDG · Professional Course
AI Financial Modeling with Claude in Excel
Build, evaluate, and enhance financial models using Claude in Excel while applying core financial modeling principles.
5 modules
Structured curriculum
30 lessons
Online, self-paced
7 000,00 LE
Course fee
About this course
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.
Course curriculum
Module 1
MODULE 1 - Course Introduction
- Lesson 1.1 Getting Started
- Lesson 1.2 Introduction
- Lesson 1.3 Welcome to AI Financial Modeling with Claude in Excel
- Lesson 1.4 Downloadable Materials (starter financial model and benchmark model)
- Lesson 1.5 Learning Objectives
Module 2
MODULE 2 - Building, Auditing, and Enhancing Financial Models with Claude in Excel
- Lesson 2.1 Installing Claude in Excel
- Lesson 2.2 Logging In and Accessing Claude in Excel
- Lesson 2.3 Reviewing the Financial Model Structure Before Forecasting
- Lesson 2.4 Generating a Financial Model Forecast with Claude in Excel
- Lesson 2.5 Validating AI-Generated Financial Models Against a Benchmark
- Lesson 2.6 Interactive Exercise 1 (quiz)
- Lesson 2.7 Auditing Financial Models Using Formula View
- Lesson 2.8 AI-Based Model Auditing
- Lesson 2.9 Applying Financial Modeling Guidelines to Audit Models with AI
- Lesson 2.10 Creating and Testing Errors in Financial Models for AI Detection
- Lesson 2.11 Interactive Exercise 2 (quiz)
- Lesson 2.12 Using AI with Guidelines to Audit Model Errors
- Lesson 2.13 Automatically Fixing Financial Model Errors with AI
- Lesson 2.14 Identifying Unreasonable Assumptions with AI
- Lesson 2.15 Detecting Subtle Modeling Errors with AI
- Lesson 2.16 Enhancing Revenue Forecasts with Scenario Modeling
- Lesson 2.17 Interactive Exercise 3 (quiz)
- Lesson 2.18 Building Top-Down Revenue Scenarios Using Market Analysis
- Lesson 2.19 Integrating Scenarios into the Financial Model - Part 1
- Lesson 2.20 Integrating Scenarios into the Financial Model - Part 2
Module 3
MODULE 3 - Optional - Graphs & Charts
- Lesson 3.1 Optional - Charts and Graphs
Module 4
MODULE 4 - Conclusion
- Lesson 4.1 Recap
- Lesson 4.2 Download Completed Model
- Lesson 4.3 Conclusion
Module 5
MODULE 5 - Qualified Assessment
- Lesson 5.1 Final Qualified Assessment (multiple-choice exam, pass mark 80%)
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