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Course Outline
Session 1: Foundations and Prompt Engineering
Delivery (45 min):
- Claude vs ChatGPT vs Copilot for investment, finance and analyst work
- RACEF prompt framework (Role, Action, Context, Exemplars, Format) applied to investment analysis, forecasting and model commentary
- Where to trust the model and where to verify - data hygiene basics
Lab/demo (20 min):
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Each delegate rewrites one of their own typical prompts using RACEF and compares outputs
Session 2: Financial Modelling, Long Documents and Claude Code
Delivery (45 min):
- Forward forecast from sanitised management accounts; Claude explains the assumptions
- Waterfall extraction from a sanitised legal document (the ‘legal Bible’ workflow)
- Introducing Claude Code for advanced Excel work, scripted analysis and repeatable model tasks
Lab/demo (20 min):
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Hands-on: legal document → waterfall template, followed by a Claude Code demo on a sample financial model
Session 3: Skills, Artifacts and Claude Design
Delivery (45 min):
- Skills: building reusable workflows (forecast builder, IM summariser, waterfall extractor)
- Artifacts and projects: shared, editable, persistent outputs across the team
- Introducing Claude Design for producing charts, slide-ready visuals and branded documents
Lab/demo (20 min):
-
Each delegate builds one reusable skill and produces one Claude Design artifact tied to a recurring task
Session 4: Context Windows, Claude Cowork and Implementation Plan
Delivery (45 min):
- What ‘context’ is and how its limits show up in long IMs, models and multi-day analyses
- Chunking, summarisation and project-level context patterns
- Introducing Claude Cowork for agentic, multi-step tasks that keep momentum across a workflow
Lab/demo (20 min):
-
Claude Cowork demo running an end-to-end task, followed by each delegate’s personal implementation plan (this week / this month / this quarter)
Requirements
- Participants should be involved in investment, finance, corporate finance, private equity, M&A, FP&A, valuation, research, or analyst workflows.
- Basic working knowledge of financial models, management accounts, forecasts, investment memos, or transaction-related documents is expected.
- Comfort with Excel and finance-oriented document review will be useful.
- No programming background is required, although familiarity with structured Excel models will help during the Claude Code demo.
- Prior exposure to Claude, ChatGPT, Copilot, or similar AI tools is useful but not mandatory.
5 Hours
Testimonials (1)
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