About this course
This hands-on course teaches finance professionals to build, troubleshoot and value financial models with generative AI as a working partner. Across three days, participants move from modeling fundamentals through valuation, using structured AI prompts at every step to accelerate the work without surrendering judgment.
AI is used in the classroom every day through live prompt exercises built around real modeling tasks, progressing from three-statement fundamentals through model auditing, sensitivity analysis, DCF valuation, and trading comparables.
What you will learn
Days 1
AI Foundations & Modeling Fundamentals
- Prompt engineering for Financial Modeling and analysis
- Financial Modeling: Fundamentals:
- How to structure models in general
- Create an AI prompt based on the key modeling rules
- Fundamental links for three-statement modeling
- Use AI to create a simple three-statement model
- Modeling a real company
- Alternative modeling templates
- Use AI to build sections and check the AI model against expectations
- Construct a cash flow statement from scratch following IFRS18
AI in the classroom:
- Generate a Table of Assumptions for Forecast Model
Days 2
Troubleshooting, From Scratch & Sensitivities
- Financial Modeling: Troubleshooting & Audit
- AI as a model-checking tool
- Editing an AI-produced model
- Auditing an AI-built model
- Financial Modeling: Modeling from Scratch
- Sensitivity Analysis Using Data Tables
- Use AI to build the story, help with assumptions, scrubbing, etc.
- Sensitivities and scenarios
- Traditional Excel tools
- Running scenarios using AI
AI in the classroom:
- Error analysis
- Structure the Debate
Day 3
Valuation: DCF & Trading Comps
- Discounted Cash Flow Analysis and Modeling
- Using AI to source and test the WACC and LTGR assumptions
- Sensitivities and scenarios
- Traditional Excel tools
- Running scenarios using AI
- Trading Comparables Analysis
- Using AI to source comparable companies
- Using AI to build the valuation narrative
AI in the classroom:
- WACC analysis
- Refresher on pro forma adjustments in Comps