Practical AI training for finance
Learn AI. Build your own agents.
For Private Equity.
Practical courses to master AI tools, design your own agents and automate financial workflows. Learn at your own pace, ship projects and earn a certificate after evaluation.
One-time payment - 12 months of access - 12-week certifying path
What you'll build
Concrete deliverables, not theory.
Each course has you ship a reusable agent or workflow. The previews below are examples.
Financial analysis agent
From a set of documents to a reliable summary.
Investment Memorandum automation
Prepare an AI-assisted IM, with human validation.
PE screening workflow
From investment criteria to a screening note.
Learn, build, automate
Three ways to level up.
Learn the fundamentals
Understand AI models, prompting and good practice in finance, with human validation.
Build your own agents
Build agents that are actually useful for your tasks, in the tools you already use.
Automate your workflows
Spot time-consuming tasks and automate them end to end, while staying in control.
Courses
Courses built for finance.
Concrete programs, from beginner to advanced.
AI for Finance Fundamentals
The fundamentals of AI applied to finance: understand the models, write good prompts and get reliable, verifiable results.
AI for Investment Banking
Use AI on M&A deliverables: comps, models, CIMs, teasers and document review, with traceability and control.
The Forward Deployed Banker
Build your own agents and financial workflow automations: from process audit to deployment in everyday tools.
Certification
Learn, build, get evaluated, get certified.
- 01
Learn
The concepts and tools, applied to finance.
- 02
Build
You ship a practical, end-to-end project.
- 03
Get evaluated
Your project is assessed against public criteria.
- 04
Get certified
A verifiable certificate after you pass the evaluation.
Recommended 12-week path. 12 months of learning access from purchase. The certificate attests to passing a practical evaluation. No external recognition or accreditation is claimed.
How certification worksSkills Library
A free library of skills.
Ready-to-use prompts and agents for finance. Explore, copy, learn.
Build a DCF model
Structures a discounted cash flow model with assumptions, WACC and terminal value.
Write an investment memo
Generates a PE investment memo outline with thesis, risks and expected returns.
Score a startup
Evaluates a startup across team, market, product, traction and business model.
Write a market note
Synthesizes the macro and sector context into a structured market note.
Build an annual budget
Structures an annual budget by cost center with assumptions and scenarios.
Prepare an accounts review
Lists the key controls by cycle to secure an accounting close.
Access and certification
One payment, clear access.
- One-time payment, no subscription
- 12 months of access to paid content
- Certificate issued after evaluation
- Your certificates remain available after expiry
Prices will be shown when courses open. No lifetime access, no automatic certificate on purchase.
View coursesFor organizations
Training a team or students?
Company and institution offers are handled by Forward & Deploy.
Frequently asked questions
Everything you need before you start.
Do I need to code?
Not for the fundamentals. Advanced paths introduce tools like Claude Code, n8n or Python, step by step.
What tools do I need?
Accessible third-party tools (Claude, ChatGPT, n8n, Python). We guide you to set them up.
How long do I have access?
12 months of access to paid content from purchase, with no subscription.
How does the certificate work?
It is issued after passing a practical evaluation. It is verifiable, with no claim of external accreditation.
Are the courses available?
They open progressively. You can join the waitlist to be notified.
Is ClaudeInFinance affiliated with Anthropic?
No. ClaudeInFinance is an independent project. Claude is a trademark of Anthropic.
Learn to build your own AI workflows.
Start with the free skills, then level up with the courses.