Become a Modern Finance Analyst with Excel, ChatGPT & Claude
Learn financial modeling and valuation from the ground up. Then use ChatGPT and Claude inside Excel to review, audit, analyze, and improve your models faster.
Topics Covered:
Financial Modeling, 3-Statement Models, DCF Valuation, Comparable Company Analysis, Excel, ChatGPT, Claude, Model Audit, and AI Finance Workflows.
Relevant Career Paths:
Investment Banking, Equity Research, FP&A, Corporate Finance, Private Equity, Consulting, and Finance Career Switching.
Foundation First. AI Next. Career Advantage Always.
This course is built for learners who want to become more confident with financial modeling, valuation, and modern AI-assisted finance workflows.
You first learn the foundations: Excel model structure, 3-statement modeling, schedules, DCF, comparable company valuation, and assumption logic.
Then you learn how to use ChatGPT and Claude inside your workflow to review formulas, audit assumptions, summarize outputs, improve analysis, and work faster without losing financial judgment.
Everything you need to combine modeling foundations with AI-assisted finance workflow.
Clean, structured modules that move from financial modeling basics to valuation and then to ChatGPT and Claude workflows.
Practical Learning
Learn by building real finance models and using AI to review and improve them.
Expert-Led
Taught by Dheeraj Vaidya, CFA, FRM, ex-JPMorgan Analyst.
Foundation First
Understand the model before using AI to accelerate your workflow.
Preview the learning experience before you enroll.
See how the program blends finance fundamentals, real Excel models, and AI-assisted workflows using ChatGPT and Claude.
How the Core + AI Bundle Works
Understand the complete learning path: foundation-first modeling, valuation, and AI workflow review.
Watch Preview →ChatGPT + Claude Excel Plugin Workflow
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
Watch Preview →Build and Audit a Real Financial Model
See how a real-company model can be built, reviewed, and improved using Excel plus AI-assisted analysis.
Watch Preview →
Learn directly from a finance industry veteran
Dheeraj Vaidya, CFA, FRM
Co-Founder, WallStreetMojo
Dheeraj brings nearly two decades of hands-on experience across equity research, financial modeling, valuation, and forecasting. As a former J.P.Morgan and CLSA equity analyst, he has reviewed companies, built models, and trained finance learners with a practical analyst-first approach. He built this course to help learners master the foundations first, then use ChatGPT and Claude to review, audit, and improve real finance workflows with confidence.
From confused Excel user to structured, AI-enabled finance analyst.
Learn how modern finance work is changing and build the skills to stay relevant.
Is this course right for you?
A clear self-check so serious learners know exactly what this bundle is — and what it is not.
This course is built for:
This course is NOT for:
A serious finance course, upgraded for the AI era.
Real Netflix Case Study
Practice on a recognizable business case instead of a generic textbook company.
ChatGPT + Claude Audit Workflow
Use both tools to review formulas, assumptions, outputs, and analyst commentary.
Built by an Ex-JPMorgan Analyst
Learn from Dheeraj’s real equity research, valuation, and modeling experience.
Used by 100,000+ Professionals
Built on WallStreetMojo’s long-running finance training and learner community.
What learners say about WallStreetMojo training
Use this section for named, photo-backed testimonials once the final student proof assets are available.
“The course made financial modeling much easier to understand. The step-by-step case study approach helped me connect Excel formulas with real valuation logic.”
“I liked that it did not jump straight into AI. The foundations came first, and then the AI workflows made a lot more sense.”
“The DCF and model review sections helped me prepare better for technical interviews and case discussions.”
Earn a WallStreetMojo certificate after course completion.
Use the certificate to showcase your financial modeling, valuation, Excel, and AI workflow learning on LinkedIn, your resume, or your professional profile.
What this would cost elsewhere
A simple price reference for comparable finance modeling training options.
All prices in USD, checked against public pricing references in April 2026. Please re-verify competitor prices immediately before publishing because pricing and discounts can change.
Frequently Asked Questions
Do I need paid ChatGPT or Claude access?
Some advanced workflows may require specific AI tools or paid versions, but the core learning value comes from understanding how to apply AI to finance workflows.
Will I get a certificate?
Yes, if certificate is part of the final course offer.
How long will I have access?
Use the actual access period, such as 1 year.
Is this useful for investment banking?
Yes. It covers modeling, valuation, DCF, comps, and AI-assisted finance workflows relevant to investment banking, equity research, FP&A, and finance roles.
Do I need prior finance knowledge?
Basic Excel and finance knowledge helps, but the course is structured step by step so learners can build the foundation properly.
Will I get templates?
Yes. The offer can include Excel templates, checklists, and AI prompt workflows.
Is this only an AI course?
No. This is first a financial modeling and valuation course. AI is added to help you review, audit, analyze, and improve the workflow.
Foundation First. AI Next. Career Advantage Always.
Build finance modeling skills the modern way — with Excel fundamentals, valuation depth, and AI-assisted review workflows.