CFA Charterholder
CFA Institute
Verified Author
Dheeraj Vaidya, CFA, FRM
Content Reviewer & Course Director
Financial Modeling
AI
Investment Banking
Accounting
Dheeraj is a former J.P. Morgan and CLSA Equity Analyst with nearly two decades of experience in financial modeling, valuation, equity research, and corporate finance.
He specializes in helping students and professionals develop practical and in-demand finance skills through structured and AI-powered, industry-relevant training. Over the course of his career, Dheeraj has trained and mentored more than 500,000 learners across financial analysis, valuation, and investment-related disciplines.
Past Trainings
J.P. Morgan
CLSA
CRISIL
IIT Delhi
IIM Lucknow
Credentials & Education
FRM Charterholder
Global Association of Risk Professionals
B.Tech
IIT Delhi
Executive Education / MBA
IIM Lucknow
Articles by Dheeraj Vaidya
Showing 1-30 of 523 articles
How to Calculate and Mitigate Business Liability RisksHow AI Prospecting Transforms Sales Forecasting and Revenue OptimizationWhy Leni’s Benchmark Wins Matter More Than Generic AI Scores for Financial ResearchLeni vs Manus, Genspark, and OpenAI Deep Research: Which AI Agent Performs Best for Finance?Best AI Mock Interview Tools for Investment Banking JobsSalvage Value for a Car Explained: What It Means for Your WalletRevocable vs. Irrevocable Trusts: A Data-Driven Guide for 2026How Multi-Screen Setups Improve Financial Analysis EfficiencyBuilding a Financial Model Using AI ToolsForecasting Methods: Using Decision Goals to Pick the Right Model Using Median Error and Quartiles7 ATS-Friendly Financial Analyst Resume Template Designs that Beat Hiring BotsHow AI Search Visibility Impacts Digital Business ValuationFinancial Analysts Evaluate Impact of Digital Entertainment Market ExpansionHow Does the Cash Conversion Cycle Differ Across Digital Platform Businesses?How to Increase Your E-Commerce Return on Investment by Being Smarter in your Marketing StrategiesAcquisition That Scales: Derribar Ventures’ Strategic Perspective9 Due Diligence Checks for Trucking Company ValuationQuarterly Forecasting Will Become Obsolete Due To Real-Time AnalyticsHow To Become A Leading Financial Analyst In The Hospitality Industry?Best Lead Generation Tools for Talent AcquisitionHow Financial Professionals Can Strengthen Communication and Confidence Through Analytical Learning5 Reasons Creators Buy Instagram Followers from SocialBoosting TodayAdjusted Working CapitalAccounts Receivable TurnoverAcid Test RatioInvestment Banking Division (IBD)Ratio Analysis TypesCoursera Financial ModelInvestment Banking FunctionsInvestment Banking Analyst
All articles are written, reviewed, and fact-checked by Dheeraj Vaidya to ensure accuracy and provide actionable insights.