Claude-first financial modeling in July |
Financial Modeling, Valuation & Deal Analysis with Claude
- The future of financial modeling is here. Build faster, more accurately and without touching Excel!
- Prompt Claude with precision, validate its outputs rigorously, and course-correct in real time
- Build AI-accelerated integrated financial models, DCF valuations, LBO models, and full M&A analyses
- Join FE's Managing Director for 2 days, earn certified skills and receive 3 months free access to Felix
- Location
- Online via Zoom
(London Timezone) - Dates
- July 20 - July 21, 2026
- Time
- 9am - 5pm BST
- Certificate
- Desk Ready Certificate
Just two days to future-proof your modeling skills
- DESK-READY CERTIFICATE
This program is built around a single principle: you control the logic, Claude does the building. Participants direct Claude to construct every model component in Excel, with no manual formula entry at any point. The instructor guides prompting technique, output validation, and real-time course correction throughout each session.
- Every session includes a structured audit trail, ensuring Claude-assisted work meets the same documentation and review standards as a manually built model
- Day 1 covers financial modeling, forecasting, and valuation. Day 2 covers LBO and M&A deal analysis
- Both days are available as standalone sessions for participants with relevant prior experience
Morning: Financial Modeling & Forecasting (3.5 hours)
Claude builds an integrated three-statement model from scratch, with the instructor guiding prompting, review, and correction at each step.
- Modeling standards and best practices: formatting, sign conventions, labeling, and integrity checks
- Integrated three-statement forecast: income statement, balance sheet, and cash flow statement, linked via a cash sweep
- Circular reference handling: iterative settings and circuit-breaker switches
- Revenue and cost breakdown: bottom-up segmentation, price-volume analysis, and capex schedules
- Audit trail generation: documenting prompts, assumptions, and corrections to a professional standard
Afternoon: Valuation: DCF, Comps & Football Field (3.5 hours)
Claude builds the complete valuation toolkit, from the EV-to-equity bridge and WACC through to a football field synthesizing three methodologies.
- EV-to-equity bridge: net debt, minorities, preferred stock, and debt-equivalent items
- WACC analysis: CAPM inputs, peer group betas, cost of debt, and capital structure impact
- DCF model: FCFF linked to the morning’s forecast, terminal value using two methods, mid-year convention, and implied share price
- Trading comps: LTM calendarization, pro-forma adjustments, normalization, and peer group statistics
- Transaction comps overview and football field: synthesizing all three methodologies into a complete valuation range
Morning: LBO Modeling (3.5 hours)
Claude builds a complete LBO model covering the full debt structure, cash sweeps, covenant testing, and returns attribution.
- Sources and uses, pro-forma balance sheet, and entry valuation assumptions
- Multi-tranche debt: revolver, Term Loan A and B, high-yield bonds, and mezzanine or PIK, with OID amortization
- Cash sweep: mandatory and optional repayments in priority order across all tranches
- Covenant testing: maintenance and incurrence covenants with breach flagging and headroom analysis
- Returns: IRR and MOIC at exit, with attribution across EBITDA growth, multiple expansion, and debt paydown
Afternoon: M&A Modeling (3.5 hours)
Claude builds a full merger model covering deal structure, accretion-dilution, diluted share calculations, and a synergy valuation framework.
- Deal structure and sources and uses: all-cash, all-stock, and mixed consideration
- Fully diluted shares: treasury stock method for options, if-converted for convertibles, RSUs, and performance shares
- EPS accretion and dilution: pro-forma income statement with synergies, financing costs, and sensitivity tables
- ROIC analysis: combined entity return benchmarked against cost of capital
- PV of synergies vs. premium paid: deal value tested across a range of acquisition prices
Develop a deeper understanding of the topics covered across the two days by working through exercises, model files, and additional learning content via Felix. 3 months’ complimentary access included with your enrollment.
Claude-first financial modeling in July
Wall St. recognized certification.
It’s no secret that banking is fiercely competitive, which is why our Wall Street-recognized certification is designed to let your employers know you have the skills to succeed.
Who is this Public Course for?
Analysts and associates at investment banks, M&A advisory firms, and corporates who want to integrate Claude into their daily modeling and valuation work.
The program is built around real deal workflows and applies from day one.
Finance professionals with existing modeling skills who want to add a structured, auditable AI workflow to their practice.
Day 2 (Deal Analysis) can be taken independently by those who already have modeling and valuation experience.
New entrants and career changers who want a credentialed, practical program in the core investment banking skill set, delivered live online and designed to fit around existing commitments.
Your fast-track to real expertise in AI-powered financial modeling and valuation.
- Build a fully linked three-statement financial model from scratch, with Claude constructing every component in Excel through directed prompting
- Perform a complete DCF valuation from FCFF through to implied share price, including WACC analysis from a peer group and terminal value using two methods
- Build a trading comparable company analysis with LTM calendarization, normalization, and a football field synthesizing DCF, trading comps, and transaction comps
- Construct a full LBO model with multi-tranche debt, cash sweeps in priority order, covenant testing, and an IRR and MOIC returns attribution bridge
- Build an M&A merger model covering EPS accretion and dilution under multiple deal structures, fully diluted share calculations, ROIC analysis, and a synergy valuation framework
- Generate structured audit trails for every model, documenting prompts, assumptions, and corrections so that Claude-assisted outputs meet professional review standards
Meet your expert instructor.
Alastair Matchett | Founder & Instructor
-Alastair has over 22 years of experience teaching on Wall Street and beyond. He began his career at J.P. Morgan in mergers and acquisitions, covering financial institutions and oil and gas, before moving to the private equity firm 3i. Alastair then left to begin instructing and set up AMT Training in 1997. At the start of 2016, he founded Financial Edge Training and has since been delivering programs at 7 of the top 10 investment banks.
Get Access to Felix. Learn using real company and market data.
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- Pre-work – Effortlessly navigate bespoke learning pathways with our innovative learning platform. Our blend of videos, workouts, and expert support effectively prepares you for the classroom, focusing on your unique skill gaps.
- Bringing industry into the classroom – Felix simulates being on the desk, allowing you to work with real company and market data from day one.
- Role-specific learning – After the program you can choose to follow one of our role-aligned specialist learning pathways to deepen your knowledge even further.
Can’t attend this Public Course?
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