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Financial Modeling and Valuation Using AI Course

The Financial Modeling and Valuation Using AI Course Bundle teaches how to build a financial model and determine a company’s valuation step-by-step using ChatGPT & Claude Excel Plugin Workflows. With practical examples and case studies like that of Netflix, you can build hands-on experience, speed up analysis and decision-making, streamline the complete workflow, and get job ready. Enroll Now and get EXCLUSIVE BONUSES!
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4.9/5
Facility imageCertification on course completion
Facility image22+ hours of self paced video tutorials
Facility image1-year unlimited access to course assets

EXCLUSIVE BONUS

Get ChatGPT & Claude Excel Plugin Workflows - The 2026 Analyst Upgrade (Value: $300)

Get instant access to real-world AI workflows:

✅ Build a financial model from scratch using the ChatGPT Excel Plugin (live, inside Excel - no copy-paste)
✅ Audit Netflix's full model using the ChatGPT Plugin
✅ Build the same model using Claude for Excel (launched Jan 2026)
✅ Head-to-Head: ChatGPT vs Claude - which one wins for finance workflows

Stand out in interviews or in your current role and deliver faster and smarter.

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HIGHLIGHTS OF FINANCIAL MODELING AND VALUATION USING AI

Key Features (What Will You Get?)

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3 Self-Paced Courses : Comes with pre-recorded videos ensuring convenience
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Exclusive Bonuses : ChatGPT & Claude - Both AI Tools, One Program
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Detailed Curriculum : Build a comprehensive understanding through an extensive curriculum
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Gain Practical Knowledge : Build hands-on experience through real-world examples
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Evaluate Your Knowledge : Take tests and evaluate your understanding
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1-Year Full Access : Get uninterrupted course access for 365 days
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Certification : Obtain 4 certificates upon completing the program

HURRY UP!

UNLOCK PREMIUM COURSE BENEFITS WORTH $1800+ WITH FREE CHATGPT & CLAUDE EXCEL PLUG-INS

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Fundamental Analysis Using AI : Fundamental Analysis Using AI Course (Value: $498)
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AI-Powered Financial Modeling : AI-Enhanced Financial Modeling Skills (Value: $498)
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Valuation Using AI : Valuation Using AI (Value: $245)
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Premium Templates : Download working Excel files (Value: $200)
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AI Excel Plugins : Get access to ChatGPT & Claude + Excel Workflows (Value: $300)

Financial Modeling and Valuation Using AI is a program that comprises 19+ hours of video tutorials. All three courses have a beginner-friendly yet detailed curriculum that can enable even individuals new to finance to build practical knowledge of fundamental analysis, valuation, and financial modeling. The instructor of the Claude and ChatGPT valuation course bundle uses a step-by-step approach to simplify the complex processes that analysts need to conduct.

Through the examples that are part of the Netflix case study, individuals learn to carry out deep research, analyze cash flow, create projections, compute valuation inputs, calculate ratios, set modeling assumptions, and compute fair value, all with the help of ChatGPT and Claude Excel plugins.

One must also keep in mind that through this AI financial modeling bundle, they can even understand the process of doing a quality check of a financial model and how to build a model dashboard to facilitate decision-making. In the valuation course, you get to develop a practical understanding of comparable company analysis, target price estimation, and other valuation-related concepts and techniques. So, overall, you can gain the expertise required to make key investment and business-related decisions if you enroll in the AI-assisted valuation learning bundle. Moreover, you can learn how to streamline the AI workflow for analysts.

FLASH SALE!

Claim Your 50% OFF

FLASH SALE is here, and your chance to upskill has never been better.

💰 Get 50% OFF
📈 Master financial modeling skills with expert-led training using ChatGPT & Claude Excel Plugin Workflows.
🕒 Learn anytime, anywhere, and boost your career prospects without breaking the bank.
🔥 Hurry - this FLASH SALE is live for a limited time only.

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WHAT WE COVER?

Bundle Courses Summary

COURSE 1Fundamental Analysis Using AI ($498 Value)

Learn to leverage generative AI tools like ChatGPT and Claude to analyze the financial data of a company. You also find out how to obtain key insights through analysis quickly and make better investment decisions. With this course, you can upskill in AI and gain the knowledge and skills needed to build a successful career.

13 Modules30 Lessons8+ hrs
COURSE 2AI Powered Financial Modeling ($498 Value)

Through this course, individuals can master AI for financial modeling. In simple terms, they can find out the steps they need to follow to create high-quality AI-assisted financial models, generally prepared by analysts of top organizations in Microsoft Excel.

As part of the financial modeling with AI tools course, you can learn to create projections for different components of financial statements, like revenue, debt, etc. Moreover, you get to learn how to set assumptions and create visual dashboards that communicate insights faster, allowing investors to make decisions faster.

18 Modules45 Lessons7+ hrs
COURSE 3Valuation Using AI ($245 Value)

Dive into AI-assisted valuation learning and find out how to build valuation models from scratch using AI. You will develop a practical understanding of comparable company analysis, weighted average cost of capital or WACC, DCF framework, sensitivity analysis, and related concepts step-by-step through practical examples.

20 Modules26 Lessons4+ hrs

EXCLUSIVE BONUSES

AI Excel Plugins & Templates

COURSE 1ChatGPT & Claude Excel Workflows - The 2026 Analyst Upgrade (Value: $300)

✅ Create a financial model from the ground up using ChatGPT's Excel Plugin (work directly in Excel without extra steps)
✅ Review Netflix's complete financial model with the ChatGPT Plugin
✅ Develop the same model using Claude for Excel (available since January 2026)
✅ ChatGPT versus Claude: see which AI tool performs better for financial tasks

5 Modules18 Lessons2+ hrs
COURSE 2Premium Excel Templates (Value: $200)

✅ Complete Netflix 3-Statement Financial Model
✅ DCF Valuation Calculator with automatic computations
✅ Comparable Company Analysis Templates

Modules Lessons+ hrs

SKILLS COVERED IN FINANCIAL MODELING AND VALUATION USING AI

What Will You Learn?

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ChatGPT & Claude Excel Plugin Finacial Modeling Workflows (live, inside Excel - no copy-paste)
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Modeling Linking
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Complete Valuation Modeling
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Build Netflix Financial Model Dashboard
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Finance-Specific Prompt Mastery
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Financial Model Audit With ChatGPT and Claude
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Report and Pitch Deck Creation
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Ratio Analysis and Assumption Research With AI
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Sensitivity Analysis and Key Valuation Metrics’ Calculation
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Build Valuation Dashboards And Determine Target Price
  • AI-Powered Financial Modeling: Learn to create a financial model in Excel by using ChatGPT & Claude Excel Plugin Workflows. The course videos will show how you can make the most of the generative AI tools to accumulate data and forecast various financial statement elements, like debt, revenue, and expenses, faster. 
  • Modeling Linking: Build a practical understanding of how you can link supporting schedules and core financial statements correctly via the financial modeling and valuation using ChatGPT and Claude course bundle. 
  • Complete Valuation Modeling: Learn how to create a valuation model in Excel by conducting processes like comparable company analysis. Through the course, you will find out how to calculate key valuation metrics, like fair value and terminal value, and determine the target price. 
  • Build Netflix Financial Model Dashboard: With this program, you can learn the process of transforming a company’s financial model into a clean dashboard that can quickly communicate vital information to key stakeholders. 
  • Finance-Specific Prompt Mastery: Through the Financial Modeling and Valuation Using AI course bundle, you develop prompt engineering skills. These skills will enable you to provide high-quality prompts to Claude and ChatGPT Excel plugins so that they can generate outputs that can meet your requirements. 
  • Financial Model Audit With ChatGPT and Claude: Learn how to audit a financial model using generative AI tools like ChatGPT and Claude to assess whether assumptions are valid and formulas are accurate. Moreover, one can use the AI tool to identify mistakes concerning the financial model. 
  • Report and Pitch Deck Creation: Through the Financial Modeling and Valuation course bundle, individuals can develop the skill of creating financial reports and pitch decks with the help of AI. This can help them save a significant amount of time and focus more on other crucial tasks. 
  • Ratio Analysis and Assumption Research With AI: The fundamental analysis course in this bundle teaches you the process of calculating solvency, profitability, and efficiency ratios easily with the help of ChatGPT, Claude, and similar generative AI tools. Moreover, the program will teach you how to carry out in-depth research to set realistic assumptions for financial and valuation models. 
  • Sensitivity Analysis and Key Valuation Metrics’ Calculation: In this program, you will learn to conduct sensitivity analysis using generative AI. Also, the valuation course will teach you how to perform the calculations with regard to terminal value, WACC, and fair value using ChatGPT and Claude.
  • Build Valuation Dashboards And Determine Target Price: The program also provides you with a comprehensive understanding of how to build effective valuation dashboards that can be used to obtain key insights quickly. Moreover, you will find out how to ascertain the target price when building a valuation model. 

The Financial Modeling and Valuation Using AI course bundle can provide you with detailed knowledge of fundamental analysis, financial modeling, and valuation. 

The fundamental analysis course teaches you how to conduct deep research with ChatGPT and analyze a company’s financials for smart investment decision-making. Additionally, through the course, you can learn to build pitch decks and analyze growth trends. 

In the financial modeling course, you can learn to leverage ChatGPT and Claude to forecast revenue, expenses, debt, cash flows, and other financial statement components. Additionally, you can find out how to easily link the core statements and the supporting schedules to complete that model, and then convert it into a clean dashboard for fast decision-making. 

The valuation model part provides detailed knowledge of building valuation models. This portion of the curriculum covers comparable company analysis, WACC calculation, sensitivity analysis, terminal value calculation, fair value computation, and more. Through the Netflix case study, you will learn how to use a company’s financials alongside tools like the ChatGPT Excel Plugin and Claude Excel Plugin to support analysis, automate parts of the modeling process, and improve efficiency.

WHO IS ELIGIBLE TO LEARN FINANCIAL MODELING AND VALUATION USING AI

Who should attend the Financial Modeling & Valuation Using AI Course Bundle?

Chect circle filledIndividuals looking to improve their financial modeling, fundamental analysis, and valuation skills
Chect circle filledAspiring financial analysts, investment banking analysts, portfolio managers, valuation analysts, and equity research analysts
Chect circle filledIndividuals who have just graduated or are experienced professionals looking to master AI tools to improve productivity and efficiency
Chect circle filledAnybody looking to upskill in AI and understand the real-world applications of tools like ChatGPT in the financial world.
Chect circle filledEntrepreneurs who want to analyze their companies’ performance with AI and make better business decisions based on key insights
Chect circle filledAny finance graduate looking to find out how fundamental analysis, financial modeling, and valuation work
Chect circle filledAny person looking to improve their expertise in investing and trading
Chect circle filledIndividuals looking to build a career in corporate finance. private equity, and investment banking,

FUNDAMENTAL ANALYSIS USING AI BUNDLE COURSE PREVIEW

Sample Videos

13. Identifying Netflix Peers using ChatGPT 4.2 - Calculating FCFF

13. Identifying Netflix Peers using ChatGPT

 

4.2 - Calculating FCFF

   
5.1 - Understanding WACC using ChatGPT  

5.1 - Understanding WACC using ChatGPT

 

 

   

BENEFITS AND FEATURES OF FINANCIAL MODELING AND VALUATION USING AI

Benefits & Features of the Course

Blue tick filled Improve Professional Growth
Blue tick filled Gain Hands-On Experience
Blue tick filled No Tech Background Required
Blue tick filled Enhance ChatGPT & Claude Skills In Finance
Blue tick filled Improve Your Productivity

#1 - Gain Hands-On Experience:

Through the Financial Modeling and Valuation Using AI course bundle, you can understand the real-world applicability of concepts and techniques related to fundamental analysis, financial modeling, and valuation. The examples provided in the course play a key role in that regard. Moreover, the downloadable resources that are included in the courses enable you to practice whatever is taught in the program.

#2 - Improve Professional Growth:

After completing the Financial Modeling and Valuation Using AI course bundle, you will obtain 4 certificates. These documents will demonstrate your proficiency in using AI tools for carrying out fundamental analysis and building valuation and financial models in Excel. The newly added skills and certificates in your resume can help you stand out among other job applicants in the current job market.

#3 - No Tech Background Required:

While this program teaches how to use advanced technology-powered tools like ChatGPT and Claude, there is no need for you to have a tech background. The curriculum is suitable for learners of all levels. So, irrespective of whether you are looking for basic, intermediate, or advanced financial modeling and valuation using ChatGPT and Claude training, this program can fulfill your requirements and provide you with the necessary knowledge.

#4 - Enhance AI Skills in Finance:

With the Financial Modeling and Valuation course bundle, you gain AI skills that you can combine with traditional finance skills to improve efficiency and productivity. Considering the growing adoption of AI tools in organizations across different sectors, including finance, it is vital that one develops the expertise of using solutions like ChatGPT and Claude Excel plugins effectively to remain relevant in the job market.

#5 - Improve Your Productivity:

We have created the Financial Modeling and Valuation Using AI course bundle for freshers as well as experienced individuals so that they can get a clear idea of the AI workflow for analysts. Once they understand how to integrate AI tools into their tasks, they can complete their tasks faster with greater efficiency, boosting productivity significantly.

QUICK FACTS

Industry Trend

ROLES FOR FINANCIAL MODELING AND VALUATION USING AI

Careers with AI financial modeling bundle

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Financial Analyst
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Equity Research Analyst
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Corporate Finance Analyst
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Investment Banking Analyst
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Portfolio Manager
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Valuation Analyst

#1 - Financial Analyst:

Financial analysts across different organizations and industries now use ChatGPT and Claude to create financial models in Excel from scratch. With this tool, analysts can complete different tasks, like research and pitch deck creation, quickly. Additionally, the tool is enabling them to improve their accuracy. As of October 1, 2025, a financial analyst’s salary in the United States is $68,017 per year.

#2- Equity Research Analyst:

Equity research analysts carry out detailed research to figure out how stocks are performing. On the basis of their research, they give buy as well as sell recommendations. Previously, conducting the research was quite time-consuming, but now with ChatGPT and Claude, they are able to complete their tasks faster. On average, the salary of equity research analysts is $76,359 per year as of October 01, 2025 in the US.

#3 - Corporate Finance Analyst:

Conventionally, the job role of corporate finance analysts requires them to develop dashboards and reports on a regular basis. For these tasks, they use software applications like Excel and Power BI. Nevertheless, now that the focus is on increasing efficiency and speed with AI tools, they are integrating ChatGPT and Claude into their workflow. As of October 01, 2025, in the US, the average annual salary of corporate finance analysts is $66,566.

#4 - Investment Banking Analyst:

The growing adoption of AI in investment banking has resulted in the evolution of the workflows concerning analysts working within the industry.  They now use ChatGPT, Claude, and similar generative AI tools for various tasks, like financial modeling, ratio analysis, and preparation of presentations. On average, the annual salary of investment banking analysts is $119,973 according to salary.com as of October 01, 2025.

#5 - Portfolio Manager:

A portfolio manager’s primary responsibility involves building and managing portfolios that comprise investments. The management services are generally provided to organizations and retail investors. In the US, a portfolio manager earns a salary of $114,820 on a yearly basis on average as of October 01, 2025.

#6 - Valuation Analyst:

A valuation analyst is responsible for evaluating the value of an extensive range of assets, for example, financial instruments and businesses. With the growing popularity of artificial intelligence, these analysts are leveraging AI-powered tools like ChatGPT and Claude to automate different tasks that are time-consuming. For example, through equity valuation using AI, they are able to calculate the fair value faster and with greater accuracy. In the United States of America, the average yearly salary of a valuation analyst is $69,388 as of December 01, 2025.

COURSE OFFERED

Benefits Included For You

What you getValue
1
Fundamental Analysis Using AI Course
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$498
2
AI Powered Financial Modeling
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$498
3
Valuation Using AI
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$245
Money icon Total Value$1241
PAY LESS THAN THOUSANDSWhy pay more? Save big with our bundled courses at the lowest rate, tailored just for you.
$199$124170% OFF

CERTIFICATION EARNED FROM CHATGPT VALUATION COURSE BUNDLE

Earn certificates upon completion of the program

Once you manage to complete the Financial Modeling and Valuation Using AI program successfully, you will get 4 certificates. The criteria for completion are simple: watch all the videos and pass the chapter-wise and final assessments. Note that even if you fail to clear an assessment in one go, there is no reason to worry. This is because you will be eligible for multiple attempts to clear the test.

Once you obtain the certificates, you can showcase them in your LinkedIn profile and resume, and like many other learners on the WallStreetMojo platform, you can maximize your chances of getting hired by top organizations.

If you encounter any issues while taking the tests or if you face any problem when downloading the certificates, do not hesitate to contact the course support team by writing an email to support@wallstreetmojo.com.

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WHAT SHOULD YOU KNOW ABOUT FINANCIAL MODELING AND VALUATION USING AI

Prerequisites for the financial modeling and valuation bundle

Individuals can enroll in the Financial Modeling and Valuation Using AI Course Bundle if they can meet a few simple requirements. First, they need a laptop, desktop, or any other device that allows

  • Any compatible device, for example, a laptop or desktop
  • Access to MS Excel
  • Access to Claude
  • Stable Internet connection
  • Access to ChatGPT

TESTIMONIAL

What Learners Are Saying

Perfect blend of finance and AI

5/5
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This course explained how ChatGPT can be practically used in financial modeling and valuation in a very simple and structured way.

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Rahul MehtaFinancial Analyst

Great course for modern finance professionals

4/5
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he biggest strength of this course is its practical approach. It shows real use cases of ChatGPT in valuation, forecasting, and financial analysis rather than just theory.

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Karen KimInvestment Banking Associate

FAQS

Frequently Asked Questions