AI Financial Modeling with Claude in Excel (On-Demand - CFI)
Overview
Financial modeling is a critical skill for analyzing performance, forecasting outcomes, and supporting business decisions. As AI tools become more integrated into workflows, professionals must understand not only how to use these tools, but how to evaluate and validate their outputs.
Technology Requirement Disclosure: This course includes demonstrations using Claude in Excel. Access to Claude in Excel requires a paid subscription. Learners without a subscription may not be able to replicate all demonstrated functionality.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Install and use Claude in Excel to generate financial models
- Evaluate and improve AI-generated financial models
- Build and interpret a discounted cash flow (DCF) valuation model
- Construct and interpret sensitivity analysis
- Apply financial modeling best practices and audit frameworks
- Assess the reasonableness of financial assumptions
- Build and integrate multi-scenario revenue drivers
Content
Learn how to build, evaluate, and enhance financial models using AI in Excel while applying core financial modeling principles.
- Build structured financial models with appropriate assumptions, forecasts, and valuation methods
- Evaluate and audit models for errors, inconsistencies, and best practice violations
- Apply scenario analysis and reasonableness checks to improve decision-making and model reliability
Course Content Created: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
AI Financial Modeling with Claude in Excel (On-Demand - CFI)
- 1.5
- CPD Hours
- 0
- Ethics Hours
- 0
- AML Hours
- 4
- Credits
Overview
Financial modeling is a critical skill for analyzing performance, forecasting outcomes, and supporting business decisions. As AI tools become more integrated into workflows, professionals must understand not only how to use these tools, but how to evaluate and validate their outputs.
Technology Requirement Disclosure: This course includes demonstrations using Claude in Excel. Access to Claude in Excel requires a paid subscription. Learners without a subscription may not be able to replicate all demonstrated functionality.
Access expires 180 days from purchase date |
Course Description
Applicable for
Learning Objectives
- Install and use Claude in Excel to generate financial models
- Evaluate and improve AI-generated financial models
- Build and interpret a discounted cash flow (DCF) valuation model
- Construct and interpret sensitivity analysis
- Apply financial modeling best practices and audit frameworks
- Assess the reasonableness of financial assumptions
- Build and integrate multi-scenario revenue drivers
Content
Learn how to build, evaluate, and enhance financial models using AI in Excel while applying core financial modeling principles.
- Build structured financial models with appropriate assumptions, forecasts, and valuation methods
- Evaluate and audit models for errors, inconsistencies, and best practice violations
- Apply scenario analysis and reasonableness checks to improve decision-making and model reliability
Course Content Created: March 2026
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.About This Product
On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.