★★★★★
“I really liked how the course starts with strong fundamentals and then gradually introduces AI use cases.”
David Thompson
BEST SELLER
Financial Modeling & Valuation Core AI Bundle
Financial Modeling & Valuation (Core + AI) Course: Build Wall Street-Grade Models with AI
Taught by Dheeraj Vaidya, CFA, FRM | Ex-JPMorgan, CLSA
This bundle gives you structured access to courses covering core and AI-powered financial modeling and valuation workflows using ChatGPT and Claude Excel plugin modules that let you build, audit, and value real companies like Netflix and McDonald's directly inside Excel.
Bundle Includes:
Financial Modeling 101, Core Financial Modeling and Valuation, Fundamental Analysis Using AI, AI-Powered Financial Modeling and Valuation, and more
Useful For:
Financial Analyst, Corporate Finance Analyst, Equity Research Analyst, Investment Banking Analyst, Portfolio Manager, Valuation Analyst
What's included with bundle enrollment:
- 52+ hours of self-paced video tutorials
- Certification on course completion
- 1-year unlimited access to course assets
- BONUS: ChatGPT & Claude Excel Plugin Workflows
Learners from finance, consulting, technology, and Fortune 500 teams
Alibaba.comAmazon.comAppleInsider.comBank of AmericaBarclaysBenzingaBitBucketBusinessInsiderCitigroupCLSACNBlogsCoinBaseCornellCrunchBaseGeeksforGeeksGoldman SachsHDFCMorgan StanleyShopifyStackExchangeStackExchangeTechCrunchUniversity of MichiganUniversity of MinnesotaWeirdJP MorganWSPAlibaba.comAmazon.comAppleInsider.comBank of AmericaBarclaysBenzingaBitBucketBusinessInsiderCitigroupCLSACNBlogsCoinBaseCornellCrunchBaseGeeksforGeeksGoldman SachsHDFCMorgan StanleyShopifyStackExchangeStackExchangeTechCrunchUniversity of MichiganUniversity of MinnesotaWeirdJP MorganWSP
★★★★★
“The course is structured in a way that even beginners can follow, while still covering advanced valuation concepts.”
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Program Overview
Core Modeling First. Valuation Next. AI-Ready Always.
The bundle starts with Financial Modeling 101 - building model structure, projecting revenues, costs, depreciation, working capital, cash flows, and debt in Excel, step by step.
Bundle Summary
Everything included in one career-ready financial modeling and valuation bundle.
This bundle brings together core financial modeling, DCF valuation, trading comparables, fundamental analysis, AI-powered modeling, AI-assisted valuation, and exclusive ChatGPT and Claude Excel plugin workflows - skills that would otherwise require multiple separate course purchases across different providers.
The curriculum is structured with a clear sequence — moving from Financial Modeling 101 through to AI valuation and Excel plugin mastery — so you always know exactly what to study next.
At a glance
Complete bundle access
7
Courses included
52+ hrs
Hours of Video Content
8
Certificates
1 year
Unlimited Access
Today’s bundle price
$199
Immediate access after successful payment · 1-year unlimited access to all course assets · 8 Certificates included
Curriculum
Classic analyst training board
The curriculum is organised into four phases - each grouping the bundle's courses by stage, with every course title, hours, and lesson count visible. The sequence moves from core Excel modeling foundations through valuation, then into AI-powered analysis and modeling, and finally AI valuation with real-time Excel plugin workflows.
4 phases
52+ hours
248+ lessons
AI Excel plugin workflows included
01
CORE MODELING
Model Structure + Forecasting
Financial Modeling 101Build a complete financial model in Excel across 9 structured steps - from structure to debt projection.
2 hrs · 9 lessons
Financial Modeling CourseInvestment-banking-grade modeling using a McDonald's case study - forecasting, sensitivity analysis, and statement linking.
13 hrs · 82 lessons
02
CORE VALUATION
DCF + Comps
Trading Comps CourseRelative valuation framework — PE, PEG, EV-to-EBITDA, and comparable selection using real-world metrics.
4 hrs · 31 lessons
DCF Modeling CourseIntrinsic valuation in Excel — WACC, FCFF, FCFE, terminal value, and sensitivity analysis step by step.
10 hrs · 7 lessons
03
AI ANALYSIS & MODELING
ChatGPT + Claude Workflows
Fundamental Analysis Using AIUse ChatGPT and Claude to conduct ratio analysis, growth trends, and slide deck creation via Netflix case study.
8 hrs · 30 lessons
AI-Powered Financial ModelingBuild a full Netflix financial model from scratch using ChatGPT and Claude — projections, dashboards, and quality checks.
7 hrs · 45 lessons
04
AI VALUATION & EXCEL PLUGINS
Valuation Models + Real-Time Excel AI
Valuation Using AIAI-assisted DCF and comparable company valuation of Netflix — fair value, sensitivity analysis, and valuation dashboards.
4 hrs · 26 lessons
ChatGPT & Claude Excel Workflows - The 2026 Analyst UpgradeUse ChatGPT and Claude directly inside Excel to build models, audit outputs, and generate formulas in real time.
2 hrs · 18 lessons
Premium Excel TemplatesReady-to-use Netflix 3-Statement Model, DCF Valuation Calculator, and Comparable Company Analysis Templates.
Included
Core Modeling → Core Valuation → AI Analysis & Modeling → AI Valuation & Excel Plugins - this bundle builds real Excel-based financial modeling and valuation skills first, then applies ChatGPT and Claude to accelerate, audit, and communicate financial work at an analyst-grade level.
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
How the Financial Modeling & Valuation Core AI Bundle Works
Understand the complete learning path: foundation-first modeling, valuation, and AI workflow review.
AI Workflow
ChatGPT + Claude Excel Plugin Workflow
Preview how AI can help review formulas, audit models, summarize outputs, and improve analyst productivity.
1. Quick Recap of Fundamental Analysis using ChatGPT.mp4
Dividend Discount Model - Introduction
Forecasting Line of Credit
Relative Valuation Sample
Discounted Cash Flows - Introduction
4.2 Using Chat GPT for Revenue Forecast
Introduction to Relative Valuation
Finding Beta - Practical Method
13. Identifying Netflix Peers using ChatGPT
5.1 - Understanding WACC using ChatGPT
Recommended Learning Path
A clear sequence so the bundle feels structured, not random.
Learners can follow this path from financial modeling foundations through core valuation techniques, and then into AI-powered analysis, AI-assisted modeling, AI valuation workflows, and Excel plugin mastery - building every skill on the one before it. The sequence ensures you are ready for each new concept before it is introduced.
1
Step 1
Financial Modeling 101
Start here to build a complete financial model from scratch in Excel - covering model structure, historical analysis, revenue and cost projections, depreciation, working capital, cash flows, and debt across 9 structured modules.
2
Step 2
Financial Modeling Course (Core)
Advance to the full investment-banking-grade modeling course using a McDonald's case study - covering forecasting, sensitivity analysis, circular references, and linking all core financial statements across 17 modules and 82 lessons.
3
Step 3
Trading Comps Course and DCF Modeling Course (Core)
Complete your core valuation skill set by learning relative valuation through the Trading Comps Course and intrinsic valuation through the DCF Modeling Course - including WACC, terminal value, and sensitivity analysis using Excel.
4
Step 4
Fundamental Analysis Using AI
Transition into AI-powered finance by learning how to use ChatGPT and Claude to conduct fundamental analysis, run ratio analysis, analyse growth and profitability trends, and create slide decks - all through the Netflix case study.
5
Step 5
AI-Powered Financial Modeling and Valuation Using AI
Apply AI directly to financial modeling and valuation - building a full Netflix financial model and valuation model from scratch using ChatGPT and Claude, including dashboards, quality checks, DCF valuation, and comparable company analysis.
6
Step 6
ChatGPT & Claude Excel Workflows - The 2026 Analyst Upgrade
Complete the path by using AI directly inside Excel — building models, auditing outputs, and generating formulas in real time with the ChatGPT and Claude Excel plugins, and discovering which AI tool performs better for your finance workflows.
7
Step 7
Assessments and Certificate Downloads
Pass all chapter-wise and final assessments across the 7 courses to unlock and download your 8 certificates - ready to add to your LinkedIn profile and resume as proof of your combined core finance and AI modeling expertise.
Bundle Outcomes
Build a complete financial modeling and valuation skill stack for analyst-track finance roles.
This bundle is designed to support learners pursuing roles in investment banking, equity research, corporate finance, private equity, and portfolio management - addressing both the core technical skills and the AI workflow capabilities that these roles increasingly require. It targets the full stack: financial modeling, DCF and relative valuation, AI-powered analysis, Excel plugin proficiency, and dashboard and report creation.
Learner goals represented in this bundle
Financial Analyst25%
Investment Banking35%
FP&A20%
Equity Research20%
✓Learn AI-Assisted Core Financial Modeling Using the ChatGPT & ChatGPT Excel Plugins
✓Master ChatGPT & Claude Excel Plugins for Real-Time Modeling
✓Complete Valuation Modeling ✓ Financial Modeling and Valuation Dashboard Creation
✓AI-Powered Assumptions and Research ✓ Model Audit and Report Creation Using ChatGPT & Claude
✓Create Model Structure and Financial Statement Linking
✓Head-to-Head: ChatGPT vs Claude — Which Wins for Finance Workflows
Fit Check
Who should buy this bundle?
This bundle is the right choice when you want a complete, structured path through core financial modeling, DCF and relative valuation, and AI-powered workflows - rather than a single isolated course on one topic.
This bundle is built for:
✓Individuals wanting to master fundamental analysis
✓Aspiring investment banking analysts
✓Freshers and experienced professionals
✓Entrepreneurs who want to analyze their business performance with AI and improve decision-making
✓Financial professionals looking to develop a practical understanding of ChatGPT and Claude Excel plugin workflows
✓Individuals aiming to build a career in private equity, corporate finance, and investment banking
This may not be for:
×Those seeking only AI-based analysis without core financial modeling foundations
×Learners without access to ChatGPT, Claude, MS Excel, and the instructor's guidance
×Anyone wanting to master only one specific valuation method rather than building a complete modeling and valuation skill set
×Those looking for AI tools mastery alone without developing end-to-end financial modeling expertise
Bundle offer active
Ready to start the complete financial modeling and valuation path (Core + AI)?
Get the full bundle for $199 — save $200, 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.
Here is the straightforward math: buying each course individually would cost $2558 in course value alone. Today's bundle gives you everything in one enrollment for $199.
If bought separately
$2558+ total value
Combined into one practical financial modeling and valuation bundle
Financial Modeling 101
$123
Financial Modeling Course
$298
Trading Comps Course
$198
DCF Valuation Course
$198
Fundamental Analysis Using ChatGPT Course
$498
ChatGPT-Powered Financial Modeling
$498
Valuation Using ChatGPT
$245
ChatGPT & Claude Excel Workflows (Bonus)
$300
Premium Excel Templates (Bonus)
$200
Instructor
Learn from financial modeling and valuation 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 holds a CFA and FRM designation, is an alumnus of IIT and IIM, and brings over 20 years of financial training experience built on a foundation as an analyst at JPMorgan and CLSA. He has trained more than 100,000 learners across financial modeling, valuation, and AI-powered finance workflows - making him one of the most widely followed finance educators online. This bundle represents his complete structured program for analysts who want to master both traditional modeling and valuation techniques and the AI-assisted workflows that are reshaping how finance professionals work.
Learner Feedback
What learners say about WallStreetMojo training
Use consolidated WallStreetMojo learner proof here. Course-specific review count is intentionally not needed for this system.
★★★★★
“What stands out is how the course connects traditional valuation techniques with AI in a practical manner.”
Ray JamesCorporate Finance Manager
★★★★★
“This course offers a solid understanding of core financial modeling and valuation concepts while clearly demonstrating how AI can enhance analysis and efficiency.”
Nehul MehtaFinancial Analyst
★★★★★
“As someone already working in finance, this course helped me improve productivity by combining core modeling skills with AI-driven insights.”
Ketan VermaEquity Research Analyst
Video Testimonials
Hear directly from learners
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Learner Story
From confusion to confidence in finance
Imran MezzeVerified Learner
Learner Story
From CFA concepts to real-world financial modeling and valuation skills.
George StanleyCFA Level II Candidate
Learner Story
Making complex concepts simple to understand
PhilipVerified Learner
Certification
Earn certificates as you complete the bundle learning path.
After successfully completing all chapter-wise and final assessments for each of the 7 courses, you can download a total of 8 certificates - including 7 individual course certificates - that demonstrate your combined mastery of financial modeling, DCF valuation, relative valuation, and AI-powered workflows using ChatGPT and Claude. These certificates are designed to be shared on your LinkedIn profile and added to your resume as credible proof of job-ready finance and AI skills.
✓ 7 individual course certificates downloadable upon completing each course's assessments
✓ All videos followed by chapter-wise assessments, plus a final assessment per course - passing all is mandatory for certificate download
✓ Certificates demonstrate ability to combine traditional finance skills and AI expertise, shareable on LinkedIn and in your career profile
Bundle vs Separate Courses
One structured bundle is easier to follow than scattered course purchases.
This comparison helps you see why enrolling in the complete bundle - rather than buying individual courses or a narrower AI-only program - gives you a more structured, better-value path to job-ready financial modeling and valuation skills.
Buying Separately
More expensive and less structured
- Paying individually across 7 courses costs $2558+ before bonuses are added
- No guaranteed sequence
- You must decide which course to take first and what connects to what
- Buying the ChatGPT-only bundle means missing the core financial modeling and valuation foundation entirely
- No single enrollment path
- Multiple separate purchases, access periods, and checkout steps
Bundle Advantage
One path, one price, one career stack
- All 7 courses plus ChatGPT and Claude Excel plugin bonus modules in one enrollment at $199
- Structured learning sequence from Financial Modeling 101 through to AI valuation and Excel plugin workflows - no guesswork
- Covers both complete traditional financial modeling and valuation and AI-assisted workflows in a single program
- 8 certificates, 52+ hours, premium Excel templates, and 1-year unlimited access - all included
FAQ
Bundle FAQs
Quick answers about bundle access, included courses, certificates, fulfillment, and whether the bundle is right for the learner.
What is included in the Financial Modeling & Valuation Core AI Bundle?
The Financial Modeling and Valuation (Core + AI) Bundle comprises seven courses that cover traditional modeling as well as AI-enhanced financial and valuation modeling using ChatGPT.
What distinguishes prompt-driven AI workflows from plugin-based workflows?
Prompt-based workflows involve using Claude, ChatGPT, and similar AI tools in a browser to generate outputs that can be applied in Excel. We have covered this approach in the 3 core courses of this bundle. Plugin-based workflows, on the other hand, involve utilizing AI directly within Excel to audit models and create formulas in real time. The bonus modules within the program covers the use of ChatGPT Excel plugin and Claude Excel plugin. This gives you exposure to a comprhensive idea of modern AI-powered workflow.
Will I need a paid ChatGPT or Claude plan to use the plugin bonus?
The bonus chapters demonstrate how to use ChatGPT and Claude plugins in Excel. A paid plan is recommended to fully use these plugin workflows.
What is the difference between this and the ChatGPT-only bundle?
This bundle covers complete traditional financial modeling and valuation first, and then helps understand AI-assisted workflows. On the other hand, the ChatGPT-only bundle puts focus entirely on AI processes in financial and valuation modeling.
Will I learn valuation frameworks used by investment banks?
Yes, through this program, you get to learn valuation frameworks used by top investment banks, like JPMorgan and Goldman Sachs.
Do I need Excel knowledge to start?
Having basic knowledge of Excel can definitely help you grasp the techniques faster. That said, even if you are a beginner, following along with the trainer by leveraging the Excel templates can definitely help you upgrade your knowledge and skills.
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.
Does it help with real analyst job tasks?
Yes, the program covers forecasting, research, slide deck creation, AI automation, etc., through practical examples included in multiple case studies. Thus, you can definitely understand how to perform tasks that analysts are responsible for.
Is this bundle suitable for freshers?
Yes, this program is suitable for beginners, intermediate learners, and individuals with advanced knowledge. This makes it ideal for freshers as well as people looking for a career switch or upgrade.
How does AI improve performance in modeling roles?
AI accelerates multiple tasks, including research and forecasting. Moreover, it minimizes errors and improves the overall output quality. Thus, it can definitely help analysts boost their performance.
How many certificates do I receive?
You receive certificates for each course, in addition to a bundle certificate upon completion. This means you will get 8 certificates in total.
Are these certifications recognized?
Yes, certificates issued by WallStreetMojo are recognized across industries, adding credibility to a professional’s resume and LinkedIn profile.
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 the complete financial modeling and valuation bundle today.
Get structured access to core financial modeling, DCF and relative valuation, AI-powered analysis and modeling, ChatGPT and Claude Excel plugin workflows, and premium Excel templates - all in one bundle with 52+ hours of video, 8 certificates, and 1-year unlimited access. Enroll now and build the finance skill stack that investment banking, equity research, and corporate finance roles demand.
Financial Modeling and Valuation Course (Core & AI Mastery)Enroll in the Bundle →
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