Supercharge Your Financial Modeling & Analysis with AI
Learn to build step-by-step 3-statement models like an IB analyst. Master using AI for assistance, research, and verifying data—without relying on it to generate the complete model. Features a full Netflix case study.
- ✓ Fundamental Analysis + ChatGPT $149
- ✓ Financial Modeling + ChatGPT $199
Are You Still Building Models the Hard Way?
Relying purely on manual analysis is slow, but blindly trusting AI to "do it all" leads to disastrous errors. You need the middle ground.
The "1-Click" Myth
AI cannot magically generate a flawless 3-statement model in one click. Analysts who try this fail interviews and produce inaccurate, unverified data.
Manual Work is Too Slow
Spending hours pulling historical data, formatting schedules, and setting up frameworks manually puts you at a massive disadvantage against peers using AI.
Bad Prompts = Bad Models
If you don't know the exact prompts to feed ChatGPT for financial research and formatting, you will spend more time fixing the AI's mistakes than actually analyzing.
Lack of Real-World Application
Most AI courses teach generic parlor tricks. Without applying ChatGPT to a real company like Netflix, you don't learn how to verify data like a true equity analyst.
The AI Skills Gap
That is the average salary premium for analysts who know how to use AI for efficiency *without* sacrificing accuracy. Don't get left behind.
The AI Finance Framework
2 comprehensive courses showing you exactly how to use AI as an analyst assistant.
Fundamental Analysis Using ChatGPT
Use ChatGPT to accelerate company research, extract insights from complex 10-Ks, conduct rapid ratio analysis, and build structured slide decks faster than ever before.
ChatGPT-Powered Financial Modeling
Build professional models step-by-step. Learn exactly how to use ChatGPT to assist with scheduling and forecasting, while strictly verifying data for a real Netflix case study.
Included With Your Enrollment
Premium ChatGPT Prompts
Get the exact prompt templates we use to analyze 10-Ks, build schedules, and extract financial ratios reliably.
Netflix Model Templates
Download the fully completed Netflix case study Excel files to follow along and check your work.
AI Finance Study Guides
Comprehensive PDF reference materials mapping out the entire AI-assisted modeling workflow.
2 Verifiable Certificates
Earn professional certificates for each course to prove your AI capabilities to employers.
Learn from an Industry Expert
Dheeraj is an IIT & IIM alumnus with 20+ years of experience in investment banking, equity research, and financial training. A former analyst at JPMorgan & CLSA, he's trained over 100,000 students across 120+ countries on financial modeling and valuation.
Before vs. After This Bundle
- 😩 Spending days manually pulling historical financial data
- 📉 Blindly asking ChatGPT to "build a model" and getting garbage
- 🤷 Trusting AI hallucinations without verifying accuracy
- 🚫 No real-company case studies to show in interviews
- ⚡ Structuring models 10× faster with ChatGPT as a co-pilot
- 🏆 Using precise, Wall Street-tested prompts for analysis
- 🗂 Verifying every piece of AI data like a true equity analyst
- 📊 A complete Netflix financial model for your portfolio
Earn 2 Professional Certificates
Showcase Your AI Expertise on LinkedIn
After successfully completing each course and passing all assessments, you'll earn a professional certificate that validates your AI financial modeling skills to employers.
- ✓ 2 individual course completion certificates
- ✓ Verifiable credentials for your resume
- ✓ LinkedIn-ready — add directly to your profile
- ✓ Proves modern AI integration skills
- ✓ Assessments ensure true technical mastery
Is This Bundle Right for You?
Aspiring Analysts
Freshers targeting roles in investment banking, equity research, FP&A, or portfolio management.
Working Professionals
Experienced analysts wanting to integrate AI into their existing modeling & valuation workflows.
Career Switchers
Professionals pivoting into finance roles like corporate finance, private equity, or consulting.
Entrepreneurs
Business owners wanting to analyze financial performance and make data-driven decisions using AI.
Investors & Traders
Individuals looking to enhance their knowledge of fundamental analysis, valuation, and investing.
AI Enthusiasts in Finance
Anyone wanting to understand how ChatGPT can be used for real-world financial modeling & analysis.
Trusted by 2,150+ Students
Frequently Asked Questions
No, and you shouldn't want it to. This course teaches you how to use AI as an assistant to build step-by-step 3-statement models. You will learn to verify every piece of information like an equity analyst, ensuring accuracy rather than relying on flawed AI hallucinations.
While a paid account (ChatGPT Plus) offers faster speeds and advanced data analysis features, you can still follow along and learn the core frameworks using the free version of ChatGPT.
The courses feature a comprehensive Netflix case study. You will use AI to assist with research and forecasting specifically modeled around Netflix's financials.
You get 1 full year (365 days) of unlimited access to both AI courses, assessments, templates, and downloadable materials from the date of enrollment.
Yes! You'll earn 2 individual course completion certificates after passing all chapter-wise and final assessments. These are professional certificates you can add to your resume and LinkedIn profile.
Master AI in Finance Today
Get both AI courses, premium prompts, and 2 certificates at a fraction of the cost.