Dates and location
Hours
Dates and location
Hours
Description
Financial modeling is a critical skill for analyzing performance, forecasting outcomes, and supporting business decisions. As AI tools become more integrated into workflows, professionals must understand not only how to use these tools, but how to evaluate and validate their outputs.
This course explores how AI can be applied within Excel to support financial modeling while reinforcing core principles such as model structure, valuation, sensitivity analysis, and audit best practices. Learners will examine how to build and interpret models, identify potential errors, and assess the reasonableness of assumptions. By the end of the course, participants will be better equipped to leverage AI tools responsibly while maintaining accuracy, transparency, and professional judgment in financial modeling.
Topics Include:
- Generating a Financial Model Forecast with Claude in Excel
- AI-Based Model Auditing
- Creating and Testing Errors in Financial Models for AI Detection
- Using AI with Guidelines to Audit Model Errors
- Automatically Fixing Financial Model Errors with AI
- Identifying Unreasonable Assumptions and Detecting Subtle Modeling Errors with AI
- Building Top-Down Revenue Scenarios Using Market Analysis
- Integrating Scenarios into the Financial Model
Key Takeaways
Upon completion of this course, learners will be able to:
- Use Claude in Excel to generate financial models.
- Evaluate and improve AI-generated financial models.
- Build and interpret a discounted cash flow (DCF) valuation model.
- Construct and interpret sensitivity analysis.
- Apply financial modeling best practices and audit frameworks.
- Assess the reasonableness of financial assumptions.
- Build and integrate multi-scenario revenue drivers.
Who Will Benefit
This course is designed for finance professionals, analysts, and accountants who want to enhance their financial modeling skills using AI tools in Excel.
Technology Requirement Disclosure
This course includes demonstrations using Claude in Excel. Access to Claude in Excel requires a paid subscription. Learners without a subscription may not be able to replicate all demonstrated functionality.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Tim Vipond, is the CEO and Co-Founder of CFI Education. Prior to founding CFI he worked in investment banking, corporate development, strategy and financial planning & analysis (FP&A) at both public and private companies. Since 2005, Tim have been an active participant in capital markets across a wide range of industries and transactions including mergers, acquisitions, divestitures, and capital raising totaling more than $3 billion in value.