Financial Modelling & AI Tools for Finance is a structured track of 14 lessons that build a complete, interview-ready understanding of the topic. Work through them in order, then use the quiz and flashcards in each lesson to revise.
What this course covers
- Model Design Before Formulas: Structure, Conventions & Discipline - Tab architecture, colour conventions and the discipline that prevents broken models.
- Excel for Finance: The Functions & Shortcuts Used Every Day - The functions and keyboard shortcuts finance teams use daily, ranked by frequency.
- Building the Assumptions & Driver Sheet That Runs the Model - Isolating every assumption on one sheet so the model can be flexed in seconds.
- The Three-Statement Model, Built From a Blank Workbook - A working three-statement model constructed from nothing, tab by tab.
- Making the Model Balance: Debt Schedules, Cash Sweep & Circularity - The debt schedule, the revolver, the cash sweep and handling circular references.
- The Valuation Model Built Cell by Cell With Sensitivity Tables - The discounted cash flow built in Excel, from drivers to a two-way sensitivity table.
- The Buyout Model: Sources, Uses, Returns & Exit - A full leveraged buyout model: sources and uses, debt schedule, returns and exit.
- The Merger Model and Earnings Impact in Excel - A merger model with purchase price allocation, funding mix and earnings impact.
- Model Auditing: Error Checks, Tracing & Version Control - Building error checks, tracing precedents and controlling model versions.
- Why AI Literacy Matters in Finance and Where It Must Not Be Used - An honest map of where AI helps finance work and where it must not be trusted.
- The Finance AI Workflow: NotebookLM, Chat Assistants & Prompts That Work - A tested research workflow with full prompts and a mandatory verification step.
- AI Tools for Finance Professionals, Mapped to the Job They Do - The finance AI tool landscape, mapped to the task each one genuinely handles well.
- Where to Find Data: Terminals, Databases, Screeners & Filings - Every data source finance professionals use, and what each is genuinely best at.
- Case Study: A Timed Modelling Test Like the Ones Firms Set - A timed modelling test with the brief, the solution and the marking logic.