★★★★★
“I went from knowing nothing about valuation ratios to confidently analyzing stocks. The ChatGPT prompts were a game changer!”
Sarah Johnson | Retail Investor & Financial Blogger
BEST SELLER
Fundamental Analysis Using ChatGPT Course
Fundamental Analysis Using AI Course: Master Prompt Engineering for Finance
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
This AI-driven fundamental analysis course walks you through a real Netflix case study, teaches prompt engineering for finance, and shows you how to build investor-ready reports. If you are an aspiring analyst or a finance graduate, enroll now!
Topics Covered:
AI Research, Insight Extraction, Ratio Analysis Using ChatGPT, Growth Trends, Prompt Mastery, Report Creation, Investment Insights
Relevant Career Paths:
Financial Analyst, Equity Research Analyst, Corporate Finance Analyst, Investment Banking Analyst, Portfolio Manager
What's included with enrollment:
- 8+ Hours
- 1-Year Access
- Certification
- Excel Templates
Learners from finance, consulting, technology, and Fortune 500 teams
★★★★★
“Excellent course for beginners! Clear explanations, hands-on examples, and I loved how ChatGPT was used as a research assistant. Highly recommend.”
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Program Overview
AI Research First. Ratio Analysis Next. Investment-Ready Always.
The course opens by building a solid foundation in fundamental analysis principles before introducing ChatGPT as a practical research and analysis tool. You start by studying a real Netflix case study - learning how to collect financial data, run a consolidated data audit, and format financials using targeted ChatGPT prompts. Every foundational concept is reinforced immediately through Excel-based examples, so your understanding is grounded in practice from the very first module.
Curriculum
A clear, step-by-step learning path from ChatGPT basics to analyst-level financial reporting.
The curriculum progresses logically from foundational concepts and data collection all the way through ratio analysis, cash flow evaluation, and professional report creation - with every step grounded in a real Netflix case study. Each module builds directly on the last, so you always know exactly where you are in your journey from finance learner to AI-equipped analyst.
4 phases
8+ hours
30 Modules
Netflix real case study included
01
Foundations and Data Collections
Understanding Fundamental Analysis and Leveraging ChatGPT for Research
Module 1: Introduction to Fundamental Analysis & ChatGPTThis module covers why fundamental analysis is still important, the rise of AI in financial analysis, and the power of ChatGPT for financial analysts. Additionally, it provides the course roadmap and the key differences between the manual era and the AI era.
13 mins · 1 lesson
Module 2: Understanding Netflix using ChatGPTUses the Netflix OTT platform as a case study, showing how to conduct deep company research and gather qualitative business insights using ChatGPT.
47 mins · 2 lessons
Module 3: Collecting DataCovers the limitation of databases and teaches you how to use ChatGPT to collect financial data, craft effective prompts, format financials, and perform a consolidated data audit for accuracy.
1:38 hrs · 5 lessons
02
Ratio Anlysis & Financial Metrics
Growth Trends, Profitability, Liquidity, Solvency, and Efficiency
Module 4: Ratio Analysis Framework using ChatGPTEstablishes the full ratio analysis framework and explains how ChatGPT is used to analyse patterns, summarise results, and flag financial red flags instantly.
26 mins · 1 lesson
Module 5: Growth & Scale TrendsAnalyses revenue growth, paid memberships, net subscriber additions, and ARPU using horizontal and vertical analysis of the income statement.
51 mins · 3 lessons
Module 6: Profitability & ReturnsCovers EBITDA margin, content cost ratios, content amortisation, return on assets, return on equity, and operating income per subscriber.
1 hr · 2 lessons
Module 7: LiquidityWalks through current ratio, quick ratio, cash ratio, and operating cash flow ratio to assess short-term financial stability.
36 mins · 2 lessons
Module 8: Solvency & LeverageExamines debt-to-equity, debt-to-assets, interest coverage, and net debt to EBITDA ratios to evaluate long-term financial sustainability.
33 mins · 4 lessons
Module 9: EfficiencyAnalyses asset turnover and content asset turnover to measure how effectively the company deploys its resources to generate revenue.
17 mins · 2 lessons
03
Cash Flow Quality & Analyst-Level Analysis
Earnings Strength, Consolidated Dashboard, and ChatGPT Commentary
Module 10: Cash Flow Quality & Earnings StrengthEvaluates operating cash flow margin, free cash flow, FCF conversion ratio, and free cash flow per subscriber to determine earnings quality.
34 mins · 4 lessons
Module 11: Analyst Level Analysis using ChatGPTShows how to set up a consolidated analytical view and generate professional analyst commentary using ChatGPT prompts.
27 mins · 2 lessons
04
Reporting & Presentation
Creating Investor-Ready Slide Decks and Concluding Next Steps
Module 12: Creating a Slide Deck Using ChatGPTDemonstrates how to design and structure a professional presentation deck that communicates financial research clearly and effectively to stakeholders using ChatGPT.
13 mins · 1 lesson
Module 13: Conclusion and Next StepsWraps up the course with a summary of key learnings and guidance on how to apply your new AI-powered fundamental analysis skills in your career.
5 mins · 1 lesson
The curriculum moves deliberately from foundational understanding and data collection (Phase 1) through comprehensive ratio analysis across all key financial dimensions (Phase 2), then advances into cash flow evaluation and analyst-level ChatGPT workflows (Phase 3), before concluding with professional reporting and slide deck creation (Phase 4) - ensuring every learner finishes with both the analytical depth and the presentation skills that employers expect.
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.
Understanding Netflix using ChatGPT
Horizontal Analysis
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
Instructor
Learn directly from a CFA- and FRM-certified analyst with 20+ years of finance training experience.
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 holds CFA and FRM designations and is an alumnus of IIT and IIM — two of India's most prestigious institutions. He brings over 20 years of hands-on professional experience, including analytical roles at JPMorgan and CLSA, to his teaching. Having trained more than 100,000 finance professionals worldwide, Dheeraj built the Fundamental Analysis Using ChatGPT course to give learners a practitioner-level understanding of how to use AI tools for real-world financial analysis. His teaching method centres on real case studies, ChatGPT demonstrations, and Excel-based examples that translate complex concepts into immediately applicable skills.
Career Outcomes
From Manual Financial Research to AI-Powered Investment Analysis
As generative AI reshapes how financial analysis is conducted, professionals who can combine strong ratio analysis fundamentals with ChatGPT-driven workflows will hold a decisive advantage in hiring, promotions, and client-facing roles.
Career paths our students typically pursue
Financial Analyst26%
Equity Research Analyst24%
Corporate Finance Analyst20%
Investment Banking Analyst30%
✓Conduct deep AI-powered financial research using ChatGPT
✓Extract key insights from annual reports, 10-Ks, and financial statements
✓Perform ratio analysis across profitability, liquidity, solvency, and efficiency using ChatGPT
✓Analyse growth and scale trends using horizontal and vertical analysis
✓Create investor-ready pitch decks and equity research reports with ChatGPT
✓Master prompt engineering techniques tailored specifically for finance workflows
Fit Check
Is this course right for you?
Use this quick self-check to confirm that the Fundamental Analysis Using ChatGPT course matches your current background, goals, and the tools you have access to.
This course is built for:
✓Finance & MBA graduates
✓Aspiring investment bankers
✓Individuals looking to enter private equity, corporate finance, or investment banking
✓People strengthening their trading and investing decision-making
✓People strengthening their trading and investing decision-making
This course is NOT for:
×Individuals with no interest in fundamental analysis or financial analysis
×Anyone looking for advanced financial analysts programming or quantitative finance training
×Learners who do not have access to ChatGPT or MS Excel
Limited-time bundle offer
Ready to Analyse Stocks Like an AI-Equipped Analyst?
Get the complete Fundamental Analysis Using ChatGPT course for ₹6,999 — save ₹7,000, today only.
Enroll Now →
Offer Ends in11h : 47m : 50s
Why Choose This Bundle?
The only fundamental analysis course built for the ChatGPT era.
Most finance courses teach either traditional ratio analysis or AI tools in isolation - this course is different because it integrates prompt engineering, real Netflix financial data, and Excel-based practice into a single, practitioner-designed programme. You build genuine analytical depth first, then deploy ChatGPT to work faster, more accurately, and at a professional standard.
Foundation-First LearningChatGPT IntegrationCareer-Ready Outcomes
Genuine Financial Fundamentals, Not Just AI Shortcuts
This course insists on building real knowledge in ratio analysis, financial statement interpretation, and growth trend analysis before layering in AI — so your ChatGPT outputs are grounded in analytical understanding, not just automated guesswork.
Real ChatGPT Prompts, Not Theory
Not Theory Every lesson includes ChatGPT demonstrations using actual finance-specific prompts, so you leave each module with a replicable prompt framework - not vague guidelines — that works on any publicly listed company.
Built Around a Real Case Study, Not Hypotheticals
The entire course is structured around Netflix's real financial data, teaching you a replicable, analyst-level workflow for data collection, ratio analysis, and investor reporting that maps directly to what finance employers expect on the job.
Fraction of the Price of Comparable Finance Programmes At ₹6,999 - 50% off
This course delivers practitioner-level fundamental analysis training with AI integration at a price point that makes traditional finance certification programmes impossible to justify for this specific skill set.
✦
The simple promise
By the time you complete this Fundamental Analysis Using ChatGPT course, you will not just understand how to calculate financial ratios — you will know how to think like an analyst, build a complete research framework using AI, and communicate investment insights with confidence to any stakeholder.
Smarter Buy
Why pay more - in time or money - to learn fundamental analysis the unstructured way?
Most learners consider two paths before enrolling in a structured programme: free self-study through YouTube and finance blogs, or piecing together individual courses on their own. Neither gives you the guided sequence, downloadable Excel templates, ChatGPT prompt workflows, and a completion certificate that this course delivers - and both end up costing more in either time or money than you might expect.
Alternative A
YouTube + Free Online ResourcesFree self-study path for fundamental analysis and ChatGPT in finance, but with no structured sequence, no Excel practice templates, no finance-specific ChatGPT prompt training, no assessments, and no certificate to show employers.FREEBut high time cost
Alternative B
Individual Course PurchasesYou can find pieces of this curriculum elsewhere, but without a single learning path, missing the Excel templates and ChatGPT prompt library, and paying a higher combined total with no guarantee the courses connect logically.₹33,000+Multiple purchases required
WallStreetMojo recommended choice
Fundamental Analysis Using ChatGPTStructured foundation-first learning path + live ChatGPT prompt demonstrations + downloadable Excel templates + MCQ assessments + completion certificate — all in one place
₹6,999complete course
Why it wins: Learners instantly grasp how ChatGPT supercharges fundamental analysis -saving hours of research while delivering Wall Street-grade insights.
Save ₹7,000saved
Simple takeaway: Instead of spending hours searching YouTube for disconnected fundamental analysis content or paying ₹33,000+ for courses that don't sequence together, this single structured course gives you a practitioner-designed path from financial data collection through ratio analysis to investor-ready reporting — with real ChatGPT prompts, Excel templates, and a certificate, all at one clear price.
Student Feedback
What learners say about WallStreetMojo training
★★★★★
“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 KimFinance Student at University of Toronto
★★★★★
“A fantastic starting point for anyone curious about finance and investing. The lessons were easy to follow, practical, and beginner-friendly.”
Sophia BennettBusiness Finance Student at University of Melbourne
★★★★★
“This course exceeded my expectations as a beginner in finance. The concepts were explained in a very simple and structured way, making it easy to understand even without prior knowledge.”
Ryan MitchellInvestment Banking Aspirant at University of Toronto
Video Testimonials
Hear directly from learners
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Video Testimonial
From CFA concepts to real-world financial modeling and valuation skills.
George StanleyCFA Level II Candidate
Video Testimonial
From searching for affordable online learning to completing an exceptional course experience.
ElvisInvestment Banking Learner
Video Testimonial
From exploring finance careers to gaining a strong understanding of the industry and its day-to-day roles.
Belana BarkleyBusiness Administration Major (Finance Concentration)
Certification
Earn a WallStreetMojo certificate after course completion.
Once you have watched all course videos and passed all MCQ-styled assessments, you will receive a WallStreetMojo certificate that validates your proficiency in fundamental analysis, ratio analysis, and ChatGPT-powered financial research. Add it to your LinkedIn profile, resume, or professional portfolio to stand out to recruiters hiring for financial analyst, equity research, and investment banking roles.
✓ Certificate awarded on full course completion
✓ Designed for finance graduates, aspiring analysts, and working finance professionals
✓ Demonstrates proficiency in AI-driven fundamental analysis and ratio analysis
✓ Supports career positioning for financial analyst, equity research, and investment banking roles
FAQ
Frequently Asked Questions
Find clear answers about what this course covers, what tools you need, how assessments work, and whether this ChatGPT-powered fundamental analysis programme is the right fit for your finance career goals.
Do I need prior finance knowledge or programming skills to take this course?
No programming skills are required at all for this course. A basic understanding of finance or accounting concepts is helpful - it will make it easier to follow along with the instructor - but the course is accessible even if you are relatively new to finance. If you are a complete beginner, it is recommended that you study some foundational accounting concepts alongside the course to get the most from each module.
What is “Fundamental Analysis Using ChatGPT”?
Fundamental Analysis Using ChatGPT is a program that has been created to provide individuals with the knowledge and skills needed to leverage AI-powered tools and analyze a company’s financial position, future prospects, and business model.
Do I need prior finance knowledge or programming skills?
No prior knowledge of finance or programming skills is necessary. Having said that, it would help if individuals have a basic understanding of finance or accounting concepts before enrolling in the course. It would help them grasp the concepts better and follow along with the instructor without any hassle.
What tools or subscriptions are required?
Individuals only need access to Excel and ChatGPT for this course.
Will the course show actual ChatGPT prompts?
Yes, in the course videos, the instructor will show actual prompts on ChatGPT.
How is grading done? Are there assignments or projects?
The course has assignments to evaluate the knowledge of learners. Individuals need to get answers to at least a certain number of questions right to pass the assessment.
What outcomes can I expect?
After successfully completing the Fundamental Analysis Using ChatGPT course for beginners, one can boost their finance career growth significantly. This is because they will have the necessary knowledge and skills required to get into top finance companies.
How often is content updated?
The course content gets updated whenever necessary, so that is up to date with the latest practices, AI tools, and market trends. This helps ensure that the learners obtain relevant insights by enrolling in the program.
Can the certificate help boost career growth?
Yes, the certificate obtained by completing the Fundamental Analysis Using ChatGPT course can help take your career to the next level. This is because it serves as proof that you have the necessary skills required by top companies for key positions like financial analyst, portfolio manager, etc. Having these skills in your arsenal can help you gain an edge over other job applicants during the hiring process.
What happens if I get stuck with a module or prompt?
If any confusion or doubt arises while watching the Fundamental Analysis Using ChatGPT course videos or taking the assessments, do not hesitate to reach out to our course support team. Simply, write to us at support@wallstreetmojo.com, and our team members will try to resolve your queries as soon as possible.
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.
AI Research First. Ratio Mastery Next. Investment Edge Always.
This is your opportunity to close the gap between traditional financial analysis and the AI-powered workflows that top employers now expect - with a structured, practitioner-led fundamental analysis course backed by real Netflix data, ChatGPT prompts, and a certificate you can show the world. Start today and work toward your finance career goals on your own schedule.
Fundamental Analysis Using ChatGPTEnroll Now →
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