Intermediateapplied

AI for Financial Analysis

Practical course on using AI in finance: analyzing financial statements, forecasting, budgeting, company valuation, working with Excel/Python, creating financial models and dashboards. Real prompts for Claude and ChatGPT with calculation examples.

3modules

10lessons

470 mintotal time

Financial analysts, CFOs, and business foundersaudience

Module 1

Financial Statement Analysis

Upload P&L, balance sheet, and cash flow statements to Claude, extract key ratios, analyze trends, and detect red flags automatically.

Analyzing Financial Statements with Claude

How to upload P&L, balance sheets, and cash flow statements to Claude, extract key ratios (ROE, current ratio, D/E, gross margin), analyze trends, and automatically detect red flags.

35 min

Building a Ratio Analysis Framework

Build a complete ratio analysis system: liquidity, profitability, efficiency, leverage. Prompts for industry benchmarking and interpreting results.

40 min

Analyzing Earnings Calls and Investor Presentations

Extract guidance, assess management tone on risks, compare YoY messaging, generate analyst questions using AI.

45 min

Module 2

Report a bug

AI for Financial Analysis

Financial Statement Analysis

Forecasting & Modeling

Valuation & Strategy