★★★★★
“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 (Investment Banking Associate)
BEST SELLER
FMV Using ChatGPT Rating
Financial Modeling and Valuation Using AI Course: Master Modeling with ChatGPT and Claude Workflows
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
Get a structured path to build financial models and valuations using AI. Master ChatGPT and Claude Excel workflows, the Netflix case study, premium templates, and earn certificates that make you job-ready.
Bundle Includes:
Fundamental Analysis Using AI, AI Powered Financial Modeling, Valuation Using AI, ChatGPT and Claude Excel workflows, premium templates, and more,
Useful For:
Financial Analyst, Equity Research Analyst, Corporate Finance Analyst, Investment Banking Analyst, Portfolio Manager, Valuation Analyst, and more,
What's included with bundle enrollment:
- 22+ Hours
- Certification
- 1-Year Access
- 3 Courses
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.”
Aaron Smith (MBA Finance Student)Checkout offer unlocked
Wait - Claim Extra 20% Off
Before you leave, claim the Summer Sale offer and continue directly to discounted checkout.
Expires in
15min
:
00sec
Claim 20% & Checkout
Instant Access
Program Overview
Fundamental Analysis First. Modeling & Valuation Next. AI-Ready Always.
You start with fundamental analysis using ChatGPT: collecting data, building ratio analysis frameworks, and studying growth, profitability, and cash flow trends through the Netflix case study.
Bundle Summary
Everything included in one career-ready AI finance bundle.
Brings together fundamental analysis, AI powered financial modeling, and valuation, usually bought as separate courses.
Designed as a structured sequence so you know exactly what to study first.
At a glance
Complete bundle access
3+2
Courses included
22+ hrs
Hours of Video Content
4
Certificates
1 year
Unlimited Access
Today’s bundle price
₹9,999
Immediate access after successful payment · 1-year unlimited access · Certificate included
Curriculum
The AI finance analyst training board.
Phases sit on the left; every bundle course, with its hours and lessons, stays visible on the right.
4 phases
22+ hours
119+ lessons
AI workflows included
01
FOUNDATION
Fundamental Analysis + ChatGPT
Fundamental Analysis Using AIAnalyze company financials and ratios with ChatGPT using the Netflix case study.
8 hrs · 30 lessons
02
MODELING
Forecasts + 3 Statements
AI Powered Financial ModelingBuild a full Netflix financial model in Excel with AI-assisted forecasting and dashboards.
7 hrs · 45 lessons
03
VALUATION
DCF + Comps
Valuation Using AIBuild DCF and comparable company valuation models and a Netflix target price.
4 hrs · 26 lessons
04
AI LAYER
Excel Plugins + Templates
ChatGPT & Claude Excel Workflows - The 2026 Analyst UpgradeBuild and audit models inside Excel using ChatGPT and Claude plugins.
2 hrs · 18 lessons
Premium Excel TemplatesReady-to-use Netflix model, DCF calculator, and comps templates for practice.
Included
Foundation → Modeling → Valuation → AI Layer: build real finance skill first, then apply ChatGPT and Claude to audit, present, and decide faster.
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
13. Identifying Netflix Peers using ChatGPT
Understand the complete learning path: foundation-first modeling, valuation, and AI workflow review.
AI Workflow
4.2 - Calculating FCFF
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
Modeling Case
5.1 - Understanding WACC using ChatGPT
See how a real-company model can be built, reviewed, and improved using Excel plus AI-assisted analysis.
Recommended Learning Path
A clear sequence so the bundle feels structured, not random.
Follow this path from fundamentals to valuation and AI-enabled Excel plugin workflows.
1
Step 1
Fundamental Analysis Using AI
Analyze company financials and ratios with ChatGPT using the Netflix case study.
2
Step 2
AI Powered Financial Modeling
Build a full Netflix financial model in Excel with AI-assisted forecasting.
3
Step 3
Valuation Using AI
Build DCF and comparable company valuation models and a target price.
4
Step 4
ChatGPT & Claude Excel Workflows - The 2026 Analyst Upgrade
Build and audit models inside Excel using ChatGPT and Claude plugins.
5
Step 5
Premium Excel Templates
Apply ready-made Netflix model, DCF, and comps templates to your own work.
Bundle Outcomes
Build a complete AI finance skill stack for analyst roles.
Designed to support job-ready outcomes across fundamental analysis, financial modeling, valuation, and AI workflows.
Learner goals represented in this bundle
Financial Analyst25%
Equity Research Analyst35%
Banking Analyst20%
Valuation Analyst20%
✓Build financial models with ChatGPT and Claude Excel workflows
✓Complete valuation modeling, including WACC, terminal value, and fair value
✓Audit financial models with ChatGPT and Claude
✓Build Netflix model and valuation dashboards and determine target price
Fit Check
Who should buy this bundle?
Choose the bundle when you want a complete, structured, role-based path instead of one isolated course.
This bundle is built for:
✓Aspiring financial, equity research, and valuation analysts
✓Graduates and professionals mastering AI tools for finance
✓Entrepreneurs analyzing company performance with AI
✓Anyone building a career in corporate finance, PE, or investment banking
This may not be for:
×Anyone wanting only one isolated topic, not a complete path
×Learners unwilling to use AI tools like ChatGPT and Claude
×Those seeking live cohort classes instead of self-paced video programs
×Those seeking software engineering–focused training rather than finance applications
Bundle offer active
Ready to unlock the complete AI finance modeling 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.
See the simple math: what these courses cost separately versus today's complete-access bundle price.
If bought separately
₹62,000+ total value
Combined into one practical AI finance bundle
Fundamental Analysis Using AI Course
₹25,000
AI Powered Financial Modeling
₹25,000
Valuation Using AI
₹12,000
ChatGPT & Claude Excel Workflows (Bonus)
Included
Premium Excel Templates (Bonus)
Included
Instructor
Learn from AI 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 as an IIT and IIM alumnus and former JPMorgan and CLSA analyst. He has trained 100K+ students and uses a step-by-step approach to simplify modeling and valuation. This bundle covers the full analyst journey using ChatGPT and Claude.
Learner Feedback
What learners say about WallStreetMojo training
Consolidated learner proof appears here.
★★★★★
“This course explained how ChatGPT can be practically used in financial modeling and valuation in a very simple and structured way.”
Rahul MehtaFinancial Analyst
★★★★★
“I already had experience in financial modeling, but this course showed how ChatGPT can significantly speed up research, assumptions building, and model review.”
Kunal VermaEquity Research Analyst
★★★★★
“This course stands out because it connects financial modeling with current AI tools like ChatGPT in a very realistic way.”
Arjun PatelCorporate Finance Manager
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 exploring finance careers to gaining a strong understanding of the industry and its day-to-day roles.
Belana BarkleyBusiness Administration Major (Finance Concentration)
Learner Story
Making complex concepts simple to understand
PhilipVerified Learner
Certification
Earn certificates as you complete the bundle learning path.
Watch all videos and pass the chapter and final assessments to earn 4 certificates. Showcase your financial modeling, valuation, and AI workflow skills on LinkedIn and your resume.
✓ 4 industry-recognized professional certificates
✓ Multiple attempts allowed to clear assessments
✓ Shareable on LinkedIn profile and resume
Bundle vs Separate Courses
One structured bundle is easier to follow than scattered course purchases.
Use this when deciding between a guided path and piecing together separate self-learning options.
Buying Separately
More expensive and less structured
- Free self-study (YouTube and free resources): useful, but no guided sequence
- Free self-study: no templates, model practice files, or AI workflow training
- Buying courses individually costs ₹62,000 versus one bundle price
- Individual purchases leave you unsure what to study first or which AI resources to add
Bundle Advantage
One path, one price, one career stack
- A clear sequence from fundamentals to valuation and AI workflows
- Premium Netflix templates, DCF calculator, and comps frameworks included
- ChatGPT and Claude Excel plugin workflows trained step by step
- 4 certificates and 1-year access for ₹9,999
FAQ
Bundle FAQs
These answers cover bundle access, included courses, AI tool requirements, certificates, and whether this bundle fits your goals.
What courses are included in this AI bundle?
The financial modeling and valuation bundle includes the following courses: Fundamental Analysis Using AI Financial Modeling Using AI Valuation Using AI
Do I need prior modeling or valuation experience?
No, you can learn from this course even if you do not have prior experience in financial modeling, valuation, or fundamental analysis. That said, having basic financial knowledge beforehand can definitely help you grasp the concepts quickly when learning via the videos.
How do prompt-based workflows differ from plugin-based AI workflows?
Prompt-based workflows involve using ChatGPT in a browser window and copying outputs into Excel - this is exactly what the 3 core courses in the bundle teach. In contrast, plugin-based workflow involves using AI directly inside Excel to audit models and create formulas. The bonus modules included within the program cover both ChatGPT for Excel and Claude for Excel plugins, thus allowing you to learn the complete 2026 workflow.
Is a paid ChatGPT or Claude subscription required to use the plugin bonus?
The bonus modules demonstrate how to use both AI Excel plugins. A free ChatGPT account is sufficient for the core courses, while the plugin workflows use ChatGPT and Claude for Excel integrations. A paid plan is recommended for the bonus modules.
Is ChatGPT integrated into every course?
Yes, every course in the Financial Modeling and Valuation Using AI course bundle demonstrates real workflows that involve the use of. There are practical examples that show how to use generative AI to work faster while ensuring a high level of efficiency.
Will AI replace traditional financial modeling?
No, AI will not replace conventional modeling. Tools like ChatGPT and Claude can serve as an assistant to analysts, helping them improve speed, accuracy, and automation. One still needs to learn the fundamentals of valuation and modeling and develop practical skills to be able to use AI effectively for streamlining their workflow.
Who should join this bundle?
Individuals looking to become Investment bankers, corporate finance aspirants, finance graduates, entrepreneurs, and experienced financial professionals are some examples of people who may consider taking this program.
Who should enroll in this bundle?
The course has been designed keeping in mind freshers as well as experienced professionals. Even people from a non-tech background can enroll in the AI financial modeling bundle and learn to leverage AI. There is no need for prior coding knowledge. If you are an aspiring analyst looking to build a career in finance or an entrepreneur looking to analyze financials better and make better business decisions, this program can definitely help.
Can this help me get placed in finance roles?
Yes, completing the Financial Modeling and Valuation Using AI course bundle can present you with various opportunities in the field of finance. Some popular career paths that you can explore after completing the program are as follows: Investment banking analyst Corporate finance analyst Valuation analyst Portfolio manager
Is this bundle relevant for working professionals?
Absolutely, it is suitable for working professionals. Through this course, they can learn how to use AI to accelerate financial modeling, valuation modeling, reporting, financial analysis, and scenario building.
Can beginners benefit from the financial modeling and valuation bundle?
Yes, definitely, the program can be beneficial for learners. After all, ChatGPT and Claude help in setting assumptions, understanding formulas, and streamlining workflows with regard to financial modeling, valuation, and fundamental analysis. Moreover, one can even understand complex concepts that are not familiar to them in a simple language using the AI tool. Because of the capabilities of ChatGPT and Claude, even beginners can take this program and elevate their knowledge.
Do I receive certificates for each course?
Yes, you will get 3 individual course certificates and another certificate upon bundle completion.
Is the certification industry-recognized?
Yes, WallStreetMojo certifications are recognized by employers; they demonstrate your proficiency in specific skills, and thus can provide your career with a massive boost.
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 finance models today.
Get structured access to fundamental analysis, financial modeling, valuation, and ChatGPT and Claude Excel workflows in one bundle.
Financial Modeling and Valuation Using AI Course BundleEnroll in the Bundle →
MAY FLASH OFFER
₹9,99950% OFF
₹19,999Save ₹10,000 today
⏱Offer Ends in11h : 47m : 50s
Secure Checkout + Immediate Access
