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AI Mastery Bundle

AI Mastery Course: Master ChatGPT, Python & AI Finance Skills

★★★★★4.75400+ learners trained
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA | Idustry Expert

Master a structured 9-course AI path covering ChatGPT for Excel, Python automation, Generative AI, Agentic AI, financial modeling, valuation, reporting, and AI-powered quant trading workflows.

Bundle Includes:

ChatGPT for Excel, Python with ChatGPT, Generative AI, Agentic AI, Financial Modeling, Valuation, Fundamental Analysis, Quant Trading, and more,

Useful For:

AI Analysts, Financial Analysts, Investment Analysts, Corporate Finance Analysts, Portfolio Managers, Excel users, freshers, freelancers, managers, and more,

What's included with bundle enrollment:
  • 45+ Hours
  • 1 Year Access
  • Certification
  •  Assessments
Learners from finance, consulting, technology, and Fortune 500 teams
Student testimonial avatar
★★★★★

“This course made understanding financial statements so much easier! The integration with ChatGPT really helped me practice real-world analysis without feeling overwhelmed.”

Priya Mehta | Equity Research Analyst at FinEdge Capital
Student testimonial avatar
★★★★★

“Great introduction to fundamental analysis. I especially liked how the instructor showed how to use ChatGPT to interpret company data. Would love more case studies though.”

Daniel Kim | Finance Student at University of Toronto
Program Overview

ChatGPT Foundations First. AI Finance Workflows Next. Career-Ready Always.

Start with ChatGPT for Excel, advanced formulas, data cleaning, and Python automation - the practical AI productivity layer every finance and analyst role now expects.

AI + EXCEL
AGENTIC AI
FINANCE WORKFLOWS
Bundle Summary

Everything included in one career-ready AI and finance bundle.

The bundle brings together nine premium courses usually bought separately: ChatGPT for Excel, Python with ChatGPT, Generative AI, Agentic AI Engineering, Fundamental Analysis, Financial Modeling, Valuation, Financial Reporting, and AI-Powered Quant Research.

It is designed to feel structured so you always know what to study next without jumping between unrelated courses.

At a glance Complete bundle access
9 Courses included
45+ hrs Hours of Video Content
9 Certificates
1 year Unlimited Access
Today’s bundle price ₹9,999
₹19,999 Save ₹10,000

Immediate access after successful payment · 1-year unlimited access · Certificate included

Curriculum

A 4-phase AI and finance curriculum, from Excel basics to AI-powered quant trading.

The curriculum is organized into four progressive phases that move from Excel and Python foundations to advanced GenAI, Agentic AI, finance modeling, reporting, and trading automation.

4 phases 45+ hours 256+ lessons Netflix case studies included
01 AI Productivity Foundations Excel, Python, and ChatGPT basics
ChatGPT & AI For Microsoft ExcelGet comfortable with data cleaning, advanced formulas, data analysis, and Macro automation using ChatGPT in Excel.
4 hrs · 36 lessons
Build Python Programs with ChatGPTLearn AI-assisted programming, file and data automation, web apps, and desktop applications built with ChatGPT.
3 hrs · 24 lessons
02 GENERATIVE & AGENTIC AI Phase GenAI fundamentals + Multi-agent systems
Generative AI for BeginnersMachine learning, LLMs, embeddings, prompt engineering, and building your first GenAI chatbot from scratch.
4 hrs · 26 lessons
Agentic AI EngineeringSingle agents, memory, tools, multi-agent systems, guardrails, and AutoGen workflows for finance.
7 hrs · 52 lessons
03 AI FOR FINANCE Phase Analysis + Modeling + Valuation
Fundamental Analysis Using ChatGPTComplete Netflix fundamental analysis covering ratios, profitability, liquidity, solvency, efficiency, and cash flow quality.
8 hrs · 32 lessons
ChatGPT-Powered Financial ModelingBuild complete financial models and automate revenue, expense, asset, and equity forecasting with ChatGPT.
7 hrs · 13 lessons
Valuation Using ChatGPTDCF, WACC, terminal value, comparable companies, sensitivity analysis, and a Netflix valuation dashboard.
4 hrs · 27 lessons
04 REPORTING & TRADING AUTOMATION AI reporting + Quant trading workflows
Generative AI for Financial Reporting & InsightsAutomated reporting and storytelling using Power BI plus GPT dashboards, report writer agents, and risk controls.
4 hrs · 38 lessons
AI-Powered Quant Research & Trading AutomationNLP and ML signals, backtesting, portfolio rebalancing, and explainable AI-driven trading workflows in Python.
4 hrs · 30 lessons
Foundations → Generative & Agentic AI → AI for Finance → Reporting & Trading Automation — the bundle builds real Excel, Python, and AI skill first, then applies it to analyst-grade modeling, valuation, reporting, and trading work.
Sample Videos

Preview the learning experience before you enroll.

Watch sample lessons to see exactly how Dheeraj Vaidya combines ChatGPT demonstrations, Excel-based ratio analysis, and real Netflix financial data to teach fundamental analysis in a way that is immediately practical and career-relevant.

Getting Started with ChatGPT in Excel - Part 1

Gen AI in Retail - Part 01

Understanding Netflix Using ChatGPT

1.2-Course Roadmap

3.4 LLM Powered Sentiment Scoring

Interview Preview

Model Review and Interview Thinking

Preview how to explain assumptions, identify model issues, and communicate outputs clearly in finance discussions.

Included With Bundle Enrollment

Resources that make the bundle practical, not just informational.

You get downloadable templates, case studies, practice files, certificates, and 1-year unlimited access alongside every course in the bundle.

Premium Excel, PDF & Word Templates

Download working files used across the modeling, valuation, and Excel courses to follow along and reuse for your own work.

Included

45+ Hours of Self-Paced Video Tutorials

Pre-recorded videos covering all 9 courses across Excel, Python, Generative AI, Agentic AI, modeling, valuation, reporting, and quant trading.

Included

Netflix Case Study & Valuation Dashboard

Real fundamental analysis and DCF valuation worked out on Netflix using ChatGPT, including peers, multiples, and target price.

Included

ChatGPT Coding & Automation

Practice Hands-on practice with Python web apps, desktop apps, file automation, and AI agents using OpenAI Agents SDK and AutoGen.

Included

Assessments to Test Your Knowledge

Each course includes assessments with multiple attempts so you can confirm understanding before moving to the next module.

Included

Industry-Recognized Certificates

Earn a separate certificate for every completed course plus the overall AI Mastery Bundle certificate to share on LinkedIn.

Included
Recommended Learning Path

A clear sequence so the AI Mastery Bundle feels structured, not random.

Follow this path from Excel and Python foundations to advanced Agentic AI, financial modeling, valuation, and AI-driven trading workflows.

1
Step 1

ChatGPT & AI For Microsoft Excel

Build your foundation in AI-powered Excel, data cleaning, advanced formulas, and ChatGPT-driven analysis.

2
Step 2

Build Python Programs with ChatGPT

Learn AI-assisted Python programming, automation, and web and desktop application development with ChatGPT.

3
Step 3

Generative AI for Beginners + Agentic AI Engineering

Understand GenAI fundamentals, prompt engineering, and progress to single and multi-agent systems for finance.

4
Step 4

Fundamental Analysis, Financial Modeling & Valuation Using ChatGPT

Apply ChatGPT to ratio analysis, financial modeling, DCF, and comparable company valuation through a Netflix case.

5
Step 5

Generative AI for Reporting + AI-Powered Quant Research & Trading

Finish with automated financial reporting, dashboards, NLP and ML signals, backtesting, and trading automation workflows.

Bundle Outcomes

Build a complete AI and finance skill stack for analyst and modeling roles.

The bundle is designed to support specific learner goals across AI, finance, modeling, valuation, and trading careers.

Learner goals represented in this bundle
AI Analyst / Artificial Intelligence Analyst25%
Investment Analyst35%
Financial Analyst20%
Corporate Finance Analyst20%
Python programming with AI tools and ChatGPT
Prompt engineering and AI-based research
Creating financial models, valuations, and forecasts with AI
Building AI agents, chatbots, and AI-powered trading workflows
Fit Check

Who should buy this bundle?

Choose this bundle when you want a complete AI plus finance path with a structured sequence, instead of one isolated course.

This bundle is built for:

Aspiring finance professionals enhancing
Freshers strengthening their profile
Freshers and experienced professionals
Entrepreneurs who want to analyze their business performance with AI and improve decision-making
Financial professionals looking to develop a practical understanding of ChatGPT and Claude Excel plugin workflows
Individuals aiming to build a career in private equity, corporate finance, and investment banking

This may not be for:

×Those seeking only AI-based analysis without core financial modeling foundations
×Learners without access to ChatGPT, Claude, MS Excel, and the instructor's guidance
×Anyone wanting to master only one specific valuation method rather than building a complete modeling and valuation skill set
×Those looking for AI tools mastery alone without developing end-to-end financial modeling expertise
Bundle offer active

Ready to unlock the complete AI Mastery and finance path?

Get the full bundle for ₹9,999 save ₹10,000, today only.

Enroll in the Bundle ->
Offer Ends in11h : 47m : 50s
Bundle Value Stack

One bundle. Clear value. No confusing course-by-course purchase decision.

Here is the simple math: what you would pay for each course separately, what you actually receive inside the bundle, and today's complete-access price.

If bought separately ₹1,50,000+ total value
Combined into one practical AI and finance bundle
ChatGPT & AI For Microsoft Excel ₹12,000
Build Python Programs with ChatGPT ₹12,000
Generative AI for Beginners ₹12,000
Agentic AI Engineering ₹25,000
Fundamental Analysis Using ChatGPT Course ₹25,000
ChatGPT-Powered Financial Modeling ₹25,000
Valuation Using ChatGPT ₹12,000
Generative AI for Financial Reporting & Insights ₹12,000
AI-Powered Quant Research & Trading Automation ₹12,000
Course Instructor and Director

Learn and gain direction through AI-powered finance training developed by WallStreetMojo.

Dheeraj Vaidya, CFA, FRM

Co-Founder, WallStreetMojo · View LinkedIn profile →

Ex-J.P. MorganEx-CLSA Equity AnalystCFAFRMIIT and IIM Alumnus20+ Years of Experience100,000+ Students Trained

Dheeraj brings 20+ years of training experience and a strong industry background as a former JPMorgan and CLSA analyst. As an IIT and IIM alumnus, he has trained over 100,000 students globally. As the Program Director of this AI Mastery Bundle, he guided the overall curriculum structure, learning pathway, and course design. He also serves as the instructor for the Fundamental Analysis Using AI, Financial Modeling Using AI, and Valuation Using AI courses, combining his expertise in finance, valuation, financial modeling, and applied AI.

Learner Feedback

What learners say about WallStreetMojo training

Use consolidated WallStreetMojo learner proof here. Course-specific review count is intentionally not needed for this system.

★★★★★

“The teaching experience is top notch. I love it.”

Student testimonial photo
Ray Idris AkinlotanVerified Learner
★★★★★

“AI Mastery Program from WallStreetMojo is simple to follow and very practical. It explains AI concepts clearly and shows how they can be used in finance, Excel, and daily work.”

Student testimonial photo
Swati MishraVerified Learner
★★★★★

“ChatGPT made complex concepts simple, and I was building useful programs in no time. The hands-on approach and real-world projects kept it engaging. A great starting point for anyone new to coding.”

Student testimonial photo
Sudarsha NayakVerified Learner
Video Testimonials

Hear directly from learners

Add up to three short student videos here. If a course does not have video testimonials yet, simply turn this section off or remove the video testimonial blocks.

Learner Story

From confusion to confidence in finance

Imran MezzeVerified Learner
Learner Story

From CFA concepts to real-world financial modeling and valuation skills.

George StanleyCFA Level II Candidate
Learner Story

Making complex concepts simple to understand

PhilipVerified Learner
Certification

Earn certificates as you complete the bundle learning path.

Watch every video and pass all assessments to download an industry-recognized certificate for each course, plus the overall AI Mastery Bundle certificate. Showcase your AI, financial modeling, valuation, and AI workflow learning on LinkedIn and recruitment profiles.

A separate certificate for each completed course in the bundle
Multiple attempts allowed to pass course assessments
Industry-recognized certificate to share with your network
WallStreetMojo Certificate of Completion preview
Bundle vs Separate Courses

One structured bundle is easier to follow than scattered AI course purchases.

Choose the bundle when you want the full AI plus finance sequence in one place, not when you only want to test one topic in isolation.

Buying Separately

More expensive and less structured

  • Pay close to ₹1,50,000 total across nine individual purchases
  • No guidance on which AI or finance course to study first
  • Risk of missing premium templates, case files, and AI workflow links
  • Manage nine separate enrollments instead of one bundle
Bundle Advantage

One path, one price, one AI and finance career stack

  • All 7 courses plus ChatGPT and Claude Excel All 9 courses for ₹19,999 with 1-year unlimited accessbonus modules in one enrollment at ₹9,999
  • Pre-arranged sequence from Excel and Python to quant trading
  • Premium templates, Netflix case studies, and assessments included
  • Industry-recognized certificate for every course plus the bundle
FAQ

Bundle FAQs

These answers cover what the AI Mastery Bundle includes, who it is for, how access works, how long it takes, and how certification is handled.

What does the AI Mastery Bundle include?

The program includes six premium AI courses, which are as follows: ● ChatGPT & AI for Excel ● Building Python Programs with ChatGPT ● Generative AI for Beginners ● Agentic AI Engineering, ● Fundamental Analysis using ChatGPT ● Financial Modeling using ChatGPT Note that you get lifetime access to every module and future updates.

Do I need any prior technical or coding background?

No, you do not need to have a background in technology or prior coding knowledge. The program is designed for freshers having different backgrounds and finance professionals who want to upskill in AI. Concepts are taught step-by-step, covering foundational AI skills to advanced financial modeling with the help of ChatGPT.

Will the upcoming courses get added at no extra cost?

Yes, Agentic AI Engineering and Financial Modeling using ChatGPT will automatically get added to your LMS dashboard once they are launched. You do not need to pay anything extra.

How long will it take for me to complete all six courses?

The bundle includes self-paced courses with pre-recorded videos. So, it is up to you how long you will take to finish the course. The flexibility offered through pre-recorded videos allows you to fit the program into your busy schedule.

How will the AI Mastery Bundle help my career in finance or analytics?

The bundle equips you with practical skills, for example, equity research, Python application development, and investment banking AI skills. You can gain knowledge and expertise that employers value, for example, automation with Python, ChatGPT-driven financial modeling, using AI with Excel, and agentic workflows. These skills directly improve your efficiency, analysis quality, and productivity, which makes you job-ready for modern finance roles.

Will AI replace finance analysts in the future?

AI won’t replace analysts, but it will replace those analysts who don’t use AI. This program can help you stay relevant in the current scenario, where AI adoption is increasing rapidly.

Is the AI Mastery bundle suitable for students or freshers?

Absolutely, this program is suitable for freshers, students, and experienced professionals. They can gain a strong competitive edge by mastering AI tools early. The program helps individuals stand out in roles like financial analyst, artificial intelligence analyst, and investment banking analyst.

Can I switch careers to finance/analytics using these AI skills?

Yes. Many non-finance learners utilize AI tools, particularly ChatGPT for Excel and Python workflows, to transition into analyst roles faster. The courses provide ample scope for skill-building and help understand the real-world applications of AI-powered solutions.

Will I receive certificates for each course?

Yes. You receive individual course certificates as well as the AI mastery program certificate upon completing all courses and passing every assignment. These certificates will validate your AI proficiency for job applications.

Is the AI mastery program certificate recognized by employers?

Yes, WallStreetMojo is trusted by millions of learners worldwide and is widely recognized in the finance education industry. Your certificate proves hands-on experience with AI tools that employers look for in candidates.

Still could not find your answer?

Send us your question and our team will help you understand whether this bundle is right for your goals.

Contact Us →

Start the complete AI and finance bundle today.

Get structured access to ChatGPT for Excel, Python automation, Generative AI, Agentic AI, financial modeling, valuation, reporting, and AI-powered quant trading inside one AI Mastery Bundle.

AI Mastery Bundle
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