★★★★★
“The case-study approach helped me understand not just the formulas, but the logic behind valuation assumptions and model checks.”
Riya S. · MBA candidate, Big 4 aspirantTrending
Financial Modeling & Valuation Core + AI
Become a Modern Finance Analyst with Excel, ChatGPT & Claude
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
Build a complete analyst-ready financial model and valuation case, then learn how to use ChatGPT and Claude to audit assumptions, improve outputs, and present your analysis with more confidence.
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.
What's included with enrollment:
- 50+ hours of structured lessons
- Excel templates & Netflix case workbook
- ChatGPT + Claude prompt library
- 1-year access + certificate
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“The AI workflow examples made the course much more practical. I could see how to review assumptions, improve model checks, and explain the numbers better.”
Rahul M. · Early career analyst, finance professionalProgram Overview
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.
01
Foundation First
Build financial statements, assumptions, schedules, and valuation logic in a structured sequence.
02
AI Next
Use ChatGPT and Claude to review formulas, audit assumptions, and sharpen analysis without losing judgment.
03
Career Advantage
Turn models into analyst-ready outputs, discussion points, and interview-friendly explanations.
04
Career Advantage
Turn models into analyst-ready outputs, discussion points, and interview-friendly explanations.
⏱
50+ hrs
Structured finance training
📁
6+
Modeling cases and workbook assets
🤖
AI
ChatGPT + Claude workflows included
🎓
1 year
Access + certificate of completion
Curriculum
Classic analyst training board
The curriculum is organized into a serious analyst learning path. Each phase is shown clearly on the left, with all chapters, hours, and lessons visible on the right — nothing is hidden behind accordions.
4 phases50+ hours120+ lessonsAI workflows included
01FoundationExcel + Accounting
Excel for finance analystsShortcuts, formatting, formulas, and clean model structure.
4.5 hrs · 12 lessons
Accounting and financial statement foundationsIncome statement, balance sheet, cash flow, debt, and linkages.
5 hrs · 14 lessons
02ModelingForecasts + 3 statements
Forecasting revenue, costs, margins, and driversOperating drivers, margin logic, and assumption checks.
6 hrs · 15 lessons
Build the integrated 3-statement modelConnected schedules, checks, forecasted statements, and outputs.
8 hrs · 18 lessons
03ValuationDCF + Comps
DCF valuation and sensitivity analysisFree cash flow, WACC, terminal value, and valuation ranges.
7 hrs · 16 lessons
Comparable company analysisPeer benchmarking, multiples, and valuation output.
5.5 hrs · 13 lessons
04AI LayerReview + Present
ChatGPT + Claude for model reviewPressure-test assumptions, formulas, inconsistencies, and outputs.
8 hrs · 18 lessons
Final case presentationCharts, conclusions, talking points, and interview-ready explanations.
6 hrs · 14 lessons
This curriculum follows a clear Foundation → Modeling → Valuation → AI Layer sequence, so learners first build real finance skill and then use AI to review, audit, and communicate their work better.
Sample Videos
Preview the learning experience before you enroll.
Click any thumbnail to preview how the program blends finance fundamentals, real Excel models, and AI-assisted workflows using ChatGPT and Claude.
Intro Video
How the Core + AI Bundle Works
Understand the complete learning path: foundation-first modeling, valuation, and AI workflow review.
AI Workflow
ChatGPT + Claude Excel Plugin Workflow
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
Modeling Case
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.
DCF Preview
DCF Valuation Walkthrough
Watch how revenue, margins, free cash flow, WACC, terminal value, and valuation ranges connect inside a practical model.
Comps Preview
Comparable Company Analysis
See how to select peers, organize trading multiples, and interpret valuation outputs like an analyst.
Interview Preview
Model Review and Interview Thinking
Preview how to explain assumptions, identify model issues, and communicate outputs clearly in finance discussions.
Instructor
Learn directly from a finance industry veteran
Dheeraj Vaidya, CFA, FRM
Co-Founder, WallStreetMojo · View LinkedIn profile →
Ex-JPMorganEx-JPMorganEx-JPMorganEx-JPMorgan
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.
Career Outcomes
Build the skills recruiters expect from a modern finance analyst.
Use this section to show how the course translates into career-ready work: models, valuation outputs, AI-assisted reviews, and interview discussions.
Learner goals represented in this course
Investment Banking / M&A Analyst26%
Equity Research & Valuation24%
FP&A / Corporate Finance18%
Private Equity / Deal Teams14%
Consulting / Career Switchers18%
✓Build clean 3-statement models from scratch
✓Create DCF, comparable company, and sensitivity analysis outputs
✓Use ChatGPT and Claude to review formulas, assumptions, and commentary
✓Present valuation conclusions in a professional finance format
✓Prepare for analyst interviews and case-study discussions
✓Work faster without losing financial judgment or model discipline
Fit Check
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:
✓CA, CFA, and MBA students preparing for finance placements
✓Working analysts who want cleaner models and stronger valuation logic
✓Career switchers targeting investment banking, FP&A, equity research, or consulting
✓Founders and operators who want to understand financial models and valuation assumptions
✓Finance professionals who want to add ChatGPT and Claude to their workflow
This course is NOT for:
×You only want a theory-only finance course with no Excel practice
×You are not willing to work through case studies and templates
×You want a guaranteed job outcome rather than skill-building support
Limited-time bundle offer
Ready to build modern finance skills?
Get the complete bundle for $490 — save $100, today only.
Enroll Now →
Offer Ends in11h : 47m : 50s
Why Choose This Bundle?
A serious finance course, upgraded for the AI era.
Learn the finance fundamentals properly first, then use ChatGPT and Claude as practical tools to review, explain, and improve real analyst work.
Foundation FirstAI NextCareer Advantage
Structured finance learning path
Learners move from Excel and accounting foundations to complete models, valuation, and analyst-ready outputs.
AI workflows built into finance work
ChatGPT and Claude are used as review, audit, and productivity tools—not as a replacement for finance judgment.
Real templates and case work
The course includes practical workbooks, checklists, prompts, and case examples your team can replace per course.
Premium, consistent course experience
Protected design keeps every course page polished while blocks let the team customize course-specific details.
✦
The simple promise
You do not just learn formulas. You learn how to think, build, review, and communicate like a more confident modern finance analyst.
Smarter Buy
A complete modern analyst toolkit at a fraction of typical program pricing.
Use this section to compare WallStreetMojo’s practical bundle against typical finance training options.
Competitor A
Wall Street Prep Premium PackageTraditional finance modeling training$499one-time
Competitor A
Wall Street Prep Premium PackageTraditional finance modeling training$499one-time
Competitor A
Wall Street Prep Premium PackageTraditional finance modeling training$499one-time
WallStreetMojo recommended choice
WallStreetMojo Modern Finance Analyst BundleFinancial modeling + valuation + ChatGPT & Claude workflows
$490complete bundle
Why it wins: Visitors can immediately see the price advantage and the modern finance + AI angle, without reading a lot of copy.
Save $398+saved
Simple takeaway: WallStreetMojo feels like the obvious choice because it combines practical finance training, modern AI relevance, and a dramatically lower price point.
Student Feedback
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.”
Priya S.Finance Student · Financial Modeling Learner
★★★★★
“I liked that it did not jump straight into AI. The foundations came first, and then the AI workflows made a lot more sense.”
Rahul M.Early Career Analyst · Finance Professional
★★★★★
“The DCF and model review sections helped me prepare better for technical interviews and case discussions.”
Megha K.MBA Candidate · Career Switcher
Video Testimonials
Hear directly from learners
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Video Story
From confusion to clearer finance modeling
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Student NameFinance learner
Video Story
How practical templates improved my workflow
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Student NameFinance professional
Video Story
Why the course felt job-relevant
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Student NameCareer switcher
Certification
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.
✓ Certificate on course completion
✓ Certificate on course completion
✓ Certificate on course completion
✓ Certificate on course completion
FAQ
Frequently Asked Questions
Quick answers about access, certificates, AI tools, course suitability, and what is included with enrollment.
Do I need paid ChatGPT or Claude access?
Some advanced workflows may work better with paid AI tools, but the core learning value comes from understanding how to apply AI properly to finance modeling, assumptions, analysis, and review.
Will I get a certificate?
Yes, you will receive a certificate of completion if the certificate is included in the final course offer.
How long will I have access?
You will get access for the period mentioned in the offer. For this bundle, the current intended access period is 1 year.
Is this useful for investment banking?
Yes. The course covers financial modeling, valuation, DCF, comparable company analysis, and AI-assisted workflows that are relevant for investment banking, equity research, FP&A, and corporate finance roles.
Do I need prior finance knowledge?
Basic Excel and finance knowledge will help, but the course is structured step by step so learners can build the foundation properly before moving into AI-assisted finance workflows.
Will I get Excel templates and AI prompts?
Yes. The course can include Excel templates, the Netflix case workbook, AI prompt workflows, model review checklists, and practical resources to support your learning.
Is this only an AI course?
No. This is first a financial modeling and valuation course. AI is added as a practical layer to help you review, audit, explain, and improve finance work.
Still could not find your answer?
Send us your question and our team will help you understand whether this course is right for your goals.
Foundation First. AI Next. Career Advantage Always.
Build finance modeling skills the modern way — with Excel fundamentals, valuation depth, and AI-assisted review workflows.
Modern Finance Analyst BundleEnroll Now →
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