Hi everyone,
AI already has huge potential in business and finance, but most professionals are still only scratching the surface. That creates a real opportunity for those who learn how to use these tools well, before it becomes standard.
That is exactly why I created my new course, Claude in Excel for Finance.
This is not a course about flashy prompts or generic AI hype. It is a practical course built for real financial work. The goal is to help you work faster in Excel with Claude while keeping structure, rigor, and good judgment. In other words, not just generating output, but understanding the financial logic behind it and knowing how to validate what Claude gives you.
Inside the course, we go through high-value finance applications step by step. We start with portfolio optimization, then move into financial statement analysis, dashboards, and executive summaries. After that, we cover capital budgeting and investment analysis, including sensitivity analysis and Monte Carlo support. We also finish with one of the most valuable areas in real finance: financial planning, the master budget, and projected financial statements.
You will also get practical resources to help you apply what you learn right away:
📊 Downloadable Excel files
📄 PDF versions of the presentation slides
🤖 Reusable prompts
✅ Assignments with suggested solutions
💬 Access to the Q&A forum
🧠 AI-powered roleplays to practice defending your assumptions, models, and conclusions
A quick note about my background: I hold a PhD in Management from the University of St. Gallen in Switzerland, I have written 25 teaching cases, including some in Harvard and University of Michigan case libraries, and I have spent more than five years building finance and analytics courses on Udemy. I designed this course to be practical, structured, and directly useful in real professional settings.
The course is now available on Udemy at a special introductory price of $9.99 with coupon code CLAUDE999.
Enroll here:
https://www.udemy.com/course/claude-in-excel-for-finance/?couponCode=CLAUDE999
Please take a look at the free preview lessons and the course details. If the approach makes sense to you, I would be glad to have you inside the course.
Best regards,
Carlos Martinez, Ph.D.