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AI Financial Modeling with Claude in Excel

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
7000.0 EGP 7,000.00 LE
7,000.00 LE
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Responsible Rehaf Foula
Last Update 10/24/2026
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  • MODULE 1 - Course Introduction
    5Lessons ·
    • Lesson 1.1 Getting Started
      New
    • Lesson 1.2 Introduction
      New 10 xp
    • Lesson 1.3 Welcome to AI Financial Modeling with Claude in Excel
      New
    • Lesson 1.4 Downloadable Materials (starter financial model and benchmark model)
      New
    • Lesson 1.5 Learning Objectives
      New
  • MODULE 2 - Building, Auditing, and Enhancing Financial Models with Claude in Excel
    20Lessons ·
    • Lesson 2.1 Installing Claude in Excel
      New
    • Lesson 2.2 Logging In and Accessing Claude in Excel
      New
    • Lesson 2.3 Reviewing the Financial Model Structure Before Forecasting
      New
    • Lesson 2.4 Generating a Financial Model Forecast with Claude in Excel
      New
    • Lesson 2.5 Validating AI-Generated Financial Models Against a Benchmark
      New
    • Lesson 2.6 Interactive Exercise 1 (quiz)
      New 10 xp
    • Lesson 2.7 Auditing Financial Models Using Formula View
      New
    • Lesson 2.8 AI-Based Model Auditing
      New 10 xp
    • Lesson 2.9 Applying Financial Modeling Guidelines to Audit Models with AI
      New
    • Lesson 2.10 Creating and Testing Errors in Financial Models for AI Detection
      New
    • Lesson 2.11 Interactive Exercise 2 (quiz)
      New 10 xp
    • Lesson 2.12 Using AI with Guidelines to Audit Model Errors
      New
    • Lesson 2.13 Automatically Fixing Financial Model Errors with AI
      New
    • Lesson 2.14 Identifying Unreasonable Assumptions with AI
      New 10 xp
    • Lesson 2.15 Detecting Subtle Modeling Errors with AI
      New
    • Lesson 2.16 Enhancing Revenue Forecasts with Scenario Modeling
      New
    • Lesson 2.17 Interactive Exercise 3 (quiz)
      New 10 xp
    • Lesson 2.18 Building Top-Down Revenue Scenarios Using Market Analysis
      New 10 xp
    • Lesson 2.19 Integrating Scenarios into the Financial Model - Part 1
      New 10 xp
    • Lesson 2.20 Integrating Scenarios into the Financial Model - Part 2
      New
  • MODULE 3 - Optional - Graphs & Charts
    1Lessons ·
    • Lesson 3.1 Optional - Charts and Graphs
      New
  • MODULE 4 - Conclusion
    3Lessons ·
    • Lesson 4.1 Recap
      New
    • Lesson 4.2 Download Completed Model
      New
    • Lesson 4.3 Conclusion
      New
  • MODULE 5 - Qualified Assessment
    1Lessons ·
    • Lesson 5.1 Final Qualified Assessment (multiple-choice exam, pass mark 80%)
      New 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.