★★★★★
“The biggest strength of this course is its practical approach. It shows real use cases of ChatGPT in valuation, forecasting, and financial analysis rather than just theory.”
Karen Kim
BEST SELLER
FM Using ChatGPT Rating
Financial Modeling Using AI Course: Build Analyst-Grade Models
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
Master financial modeling using AI through a structured path. Learn fundamental analysis, build Excel models from scratch, and run ChatGPT & Claude Excel plugin workflows with a full Netflix case study, templates, and certificates.
Bundle Includes:
Fundamental analysis with AI, AI-powered financial modeling, ChatGPT & Claude Excel plugin workflows, premium Netflix templates, and more..
Useful For:
Financial analysts, equity research analysts, corporate finance analysts, investment banking analysts, portfolio managers, finance graduates, career switchers, and more..
What's included with bundle enrollment:
- 2 Courses
- Exclusive Workflows
- 1 Year Access
- Certification
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“Even with basic knowledge of finance, I was able to follow along easily. The course gradually builds concepts and shows how AI can support financial decision-making.”
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Program Overview
Fundamental Analysis First. AI Modeling Next. Analyst-Ready Always.
You start with fundamental analysis - collecting company data and running ratio, growth, and cash flow analysis on Netflix using ChatGPT and Claude.
Bundle Summary
Everything included in one career-ready finance-AI bundle.
It brings together fundamental analysis with AI and AI-powered financial modeling, usually bought as two separate courses.
The path is structured with a clear sequence, so you always know what to study first.
At a glance
Complete bundle access
4
Courses included
17+ hrs
Hours of Video Content
4.9/5
Learner rating
1 year
Unlimited Access
Today’s bundle price
₹6,999
Immediate access after successful payment · 1-year unlimited access · Certificate included
Curriculum
The AI-powered analyst training board.
Phases sit on the left; every bundle course, with its hours and lessons, stays visible on the right - nothing hidden in accordions.
4 phases
17+ hours
90+ lessons
ChatGPT & Claude AI workflows included
01
FOUNDATION
Fundamental Analysis with AI
Fundamental Analysis Using AIAnalyze company financials and make informed decisions using ChatGPT and Claude.
8 hrs · 30 lessons
02
MODELING
Forecasts + 3 statements
AI Powered Financial ModelingBuild Excel models, set assumptions, forecast, and create dashboards with AI.
7 hrs · 45 lessons
03
AI PLUGIN LAYER
ChatGPT vs Claude in Excel
ChatGPT & Claude Excel WorkflowsThe 2026 Analyst Upgrade Description: Build and audit models inside Excel and compare ChatGPT versus Claude.
2 hrs · 18 lessons
04
TEMPLATES & PRACTICE
Netflix 3-Statement Model
Premium Excel TemplatesComplete Netflix 3-statement model covering income statement, balance sheet, and cash flow.
Included
Foundation → Modeling → AI Plugin Layer → Templates: build real analysis and modeling skill first, then apply ChatGPT and Claude to build, audit, and present.
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.
1. Quick Recap of Fundamental Analysis using ChatGPT.mp4
4.2 Using Chat GPT for Revenue Forecast
5.1 ChatGPT for Forecasting Cost of Revenues
Understanding Netflix Using ChatGPT
Horizontal Analysis
Recommended Learning Path
A clear sequence so the bundle feels structured, not random.
Follow the path from fundamental analysis to AI-powered modeling and plugin-based Excel workflows.
1
Step 1
Fundamental Analysis Using AI
Learn company analysis, data collection, and ratio analysis using ChatGPT and Claude.
2
Step 2
AI Powered Financial Modeling
Build an Excel model from scratch by forecasting revenues, costs, and cash flows with AI.
3
Step 3
Netflix Financial Model Dashboard & Quality Check
Create a clean dashboard and run AI-assisted quality checks on your model.
4
Step 4
ChatGPT & Claude Excel Workflows - The 2026 Analyst Upgrade
Build and audit models inside Excel and compare ChatGPT versus Claude plugins.
5
Step 5
Premium Excel Templates & Certification
Practice with the Netflix template and earn certificates to showcase your skills.
Bundle Outcomes
Build a complete finance-AI skill stack for analyst roles.
The bundle supports goals across financial analysis, equity research, investment banking, and portfolio management roles.
Learner goals represented in this bundle
Financial Analyst25%
Equity Research Analyst35%
Investment Banking Analyst20%
Portfolio Manager20%
✓ChatGPT & Claude Excel plugin workflows
✓Model linking and circular references
✓Build a Netflix financial model dashboard using AI
✓AI-assisted deep research, ratio analysis, and report creation
Fit Check
Who should buy this bundle?
Choose the bundle when you want a complete, structured path across roles rather than one isolated course.
This bundle is built for:
✓Aspiring analysts and IB professionals
✓Freshers and experienced finance pros
✓People upgrading financial modeling skills
✓Finance graduates and career switchers
This may not be for:
×Anyone unwilling to use ChatGPT or Claude
×Learners without access to MS Excel
×Those wanting only one isolated topic
×You have no interest in applying AI tools to real-world finance workflows
Bundle offer active
Ready to start the complete financial-modeling-with-AI path?
Get the full bundle for ₹6,999 — save ₹7,000, 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's the simple math: what you'd pay separately, what's included, and today's complete-access price.
If bought separately
₹1,05,000+ total value
Combined into one practical finance-AI bundle
Fundamental Analysis Using AI Course
₹35,000
AI Powered Financial Modeling
₹35,000
ChatGPT & Claude Excel Workflows (2026 Analyst Upgrade) Included
₹21,000
Premium Excel Templates Included
₹14,000
Instructor
Learn from finance training built 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 Vaidya, CFA, FRM, brings 20+ years of training experience and past roles at JPMorgan and CLSA. An IIT and IIM alumnus, he has trained 100K+ students. This bundle reflects his analyst-level expertise, guiding you from fundamental analysis to AI-powered financial modeling.
Learner Feedback
What learners say about WallStreetMojo training
Consolidated learner proof from Google Reviews and LinkedIn carries forward here.
★★★★★
“I was skeptical about integrating AI into finance, but this course completely changed my perspective. The "Fundamental Analysis Using ChatGPT" helped me break down complex financial data into actionable insights.”
James CarterFinancial Analyst at Morgan Stanley
★★★★★
“This bundle is a game-changer! The integration of AI with financial analysis and modeling is something I hadn't seen before.”
Emily RichardsonData Analyst, Infosys
★★★★★
“This is an incredibly comprehensive and innovative bundle! The courses blended the theory of financial analysis with practical AI applications.”
Sofia MüllerFinancial Planner at Allianz Group
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.
Finish all course videos and pass the assessments to download industry-recognized certificates. Showcase your fundamental analysis, financial modeling, and AI workflow skills on LinkedIn and career profiles.
✓ Individual course certificates on completion
✓ Industry-recognized professional certificates to share
✓ Multiple attempts to clear each assessment
Bundle vs Separate Courses
One structured bundle is easier to follow than scattered course purchases.
Use this when deciding between a full guided path and piecing learning together yourself.
Buying Separately
More expensive and less structured
- Free YouTube self-study is useful but lacks a guided sequence, templates, and feedback
- Buying each course alone costs more (₹70,000+ combined) for less structure
- Easy to miss AI plugin workflows or premium templates
- No clear order, so you don't know what to study first
Bundle Advantage
One path, one price, one career stack
- Structured sequence from fundamentals to AI modeling
- Includes ChatGPT & Claude Excel workflows and premium templates
- One bundle price of ₹6,999 versus ₹70,000+ separately
- Certificates plus Netflix case practice included
FAQ
Bundle FAQs
These answers cover bundle access, included courses, AI tool requirements, certificates, and whether it fits your goals.
Do I need prior financial modeling experience?
Basic finance knowledge definitely helps in grasping the concepts and techniques faster. That said, the program is designed for all types of learners, be it beginners, intermediate, or advanced-level students. You’ll learn the finance AI skills for analysts through examples.
What will I learn in the Financial Modeling Using AI program?
Through the program, you will learn fundamental analysis and find out how to use ChatGPT, Claude, or other generative AI tools to build financial models from scratch. Precisely, you will develop a practical understanding of automating calculations, carrying out deep research, generating assumptions, forecasting, and verifying modeling accuracy with ChatGPT and Claude. In addition, you will learn to build a financial model dashboard for effective visualization of key insights.
Do I need premium access to ChatGPT or Claude to benefit from the plugin module?
You can complete all core courses with a free ChatGPT account. That said, for the plugin workflows, which use ChatGPT and Claude inside Excel, having a paid plan is recommended.
What separates prompt-based workflows from plugin-based AI workflows?
Prompt-based workflows rely on using ChatGPT externally in a browser and then manually applying the outputs in Excel. This approach is covered in the core courses of this program. In contrast, plugin-based workflows bring AI directly into Excel, allowing for real-time formula creation, model analysis, and auditing within the sheet itself. The bonus modules introduce both ChatGPT and Claude Excel plugins, equipping you with a comprhensive understanding of a fully integrated, modern 2026 AI workflow.
Is this Financial Modeling Using AI program suitable for Excel and Google Sheets users?
Yes, the concepts and techniques can be applied to both platforms. Also, you will learn how to utilize AI for creating financial models using any spreadsheet software application.
Will ChatGPT replace the need to build models manually?
No, ChatGPT cannot automate the entire financial modeling process. The involvement of human intelligence is still required for multiple aspects, like setting assumptions, ensuring the accuracy of outputs generated by AI, etc.
How will learning AI-powered modeling help my career?
Employers are seeking analysts who have the know-how to create clean financial models quickly with the use of ChatGPT and other generative AI tools like Claude. This course provides you with the knowledge and expertise required to become efficient and future-ready for modern roles in equity research, investment banking, and corporate finance.
Will this help me get a job in financial analysis or investment banking?
Yes, through this program, you’ll develop practical knowledge and skills with regard to using AI for financial modeling. Organizations in the finance space now look for such expertise when hiring candidates.
Can AI really improve the accuracy of financial models?
Yes, it can. After all, AI-powered tools like ChatGPT and Claude help validate assumptions for the model and spot errors that analysts may miss.
Is this program useful for non-finance backgrounds?
Yes, it is. With AI tools, it is now possible for even absolute beginners to understand how fundamental analysis and financial modeling work. ChatGPT and Claude explain the modeling logic, formulas, and steps in seconds. So, you can transition to a career in finance and learn how to conduct this process even if you are working in a different sector.
Do I receive a certificate after program completion?
Yes, after finishing the Financial Modeling Using ChatGPT program, you will get 3 certificates of completion, which you can add to your résumé as well as your LinkedIn profile.
Is this certification valued by employers?
Yes, WallStreetMojo certifications have helped learners worldwide boost their career progress and get jobs at top organizations.
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.
Start building AI-powered financial models today.
Get structured access to fundamental analysis, AI financial modeling, and ChatGPT & Claude Excel workflows in one bundle.
FM Using ChatGPTEnroll in the Bundle →
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