Claude for Finance

This course contains the use of artificial intelligenceUse Claude to build models, analyze filings, automate reports, and work faster across Excel and Office — responsibly.Finance runs on spreadsheets, filings, models, and decks — and it runs on time you never have enough of. Claude can take on a large share of that work: building and auditing models in Excel, reading earnings reports and filings, pulling in market data, and turning a finished model into a deck. This course shows finance professionals how to use Claude for that real work, safely and accurately.You'll set up Claude with the Excel and Microsoft 365 add-ins and financial data connectors, then learn to prompt it well for financial tasks and ground it in your own numbers and sources. You'll build models from filings, audit formulas, run sensitivity analyses, do comparable-company analysis, and move seamlessly from a model to a PowerPoint deck or Word memo.The back half covers the parts that matter most in finance: connecting market and financial data sources, using pre-built agent skills and templates for work like DCF models and coverage reports, and automating recurring workflows like month-end close and KYC screening. Then you'll cover the essentials of trust — verifying Claude's output, citing sources, handling confidential data securely, and using Claude within your firm's compliance and governance rules. A capstone ties it all together on an end-to-end finance workflow.This is a practical productivity course, not investment advice. By the end you'll be able to put Claude to work on real financial tasks with speed and appropriate caution.