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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