Certified Financial Analyst
+ AI Specialist
Master Financial Analysis, Valuation, M&A, Financial Modeling, and AI-driven Investment Research using ChatGPT, Python, and Copilot. Build a top-tier career in finance in 6 Months.
Duration
6 Months
Mode
Online/Offline
Projects
IB Live Projects
Certification
Globally Recog.
Placement
Assured Support
Level
Advanced
Transform Finance with AI & Advanced Analytics
The Certified Financial Analyst + AI Specialist course is a 6-month intensive program designed to make you an expert in financial modeling, DCF valuation, M&A analysis, and equity research. Learn to automate complex models and scrape market data using AI tools like ChatGPT and Python.
Move beyond traditional spreadsheets. Master AI-driven investment research, automated risk assessment, and predictive financial forecasting. Become a highly sought-after analyst in top investment banks and consulting firms.
0
Hours of Learning
0
IB Live Projects
What You Will Achieve
- Modeling Mastery: Build 3-statement models, DCF valuations, and LBO models from scratch.
- AI Automation: Use ChatGPT and Python to scrape 10-K reports and automate market research.
- Advanced Analytics: Master Power BI and Tableau to visualize financial KPIs and risk metrics.
- Career Ready: Step into roles like Equity Analyst, IB Analyst, or FP&A Specialist with a pro portfolio.
Premium Learning Experience
Live Interactive Sessions
Attend live classes by ex-investment bankers and CFAs with real-time doubt resolution.
Dedicated LMS Access
Get 1-year access to recorded videos, financial templates, and case studies.
1:1 Mentorship
Personalized guidance from senior financial analysts and portfolio managers.
Resume & LinkedIn
Professional resume building optimized for top-tier finance and IB roles.
Career Support
Comprehensive placement assistance including mock interviews by industry HRs.
Capstone Projects
Work on real company financials to build a professional IB portfolio.
Master Future-Ready Competencies
Financial Modeling
DCF & Valuation
M&A Analysis
Equity Research
Python for Finance
ChatGPT Integration
Advanced Excel
Power BI & Tableau
SQL for Finance
Excel Copilot
Risk Assessment
Market Scraping
6-Month Learning Journey
A structured syllabus taking you from accounting fundamentals to AI-driven valuation.
Financial Accounting & IFRS
Topics Covered
- Accounting Mechanics & Double Entry
- IFRS & GAAP Concepts
- 3-Statement Analysis
- Revenue Recognition (IFRS 15)
- Financial Instruments (IFRS 9)
Key Highlights
- Case Studies
- Annual Report Reading
- Real-world Datasets
- Accounting Basics
Advanced Financial Modeling
Topics Covered
- Excel Setup & Best Practices
- Building 3-Statement Models
- Working Capital & Debt Schedules
- Scenario Analysis & Sensitivity
- Circularity & Iteration Handling
Key Highlights
- Model Auditing
- Dynamic Dashboards
- Keyboard Shortcuts
- Error Checking
Valuation & DCF Modeling
Topics Covered
- Time Value of Money & WACC
- Discounted Cash Flow (DCF) Models
- Relative Valuation (Multiples)
- Comparable Company Analysis
- Precedent Transactions
Key Highlights
- WACC Calculation
- Terminal Value
- Valuation Football Field
- Market Multiples
Mergers & Acquisitions (M&A)
Topics Covered
- M&A Process & Deal Structuring
- Accretion/Dilution Analysis
- Purchase Price Allocation
- LBO Modeling Basics
- Synergies & Pro Forma Models
Key Highlights
- Deal Structuring
- Synergy Analysis
- Pitchbook Creation
- IB Interviews
Python & AI for Finance
Topics Covered
- Python Basics & Pandas for Finance
- Web Scraping Financial Data (10-K, Stock)
- ChatGPT for Investment Research
- Automating Models with Copilot
- AI Sentiment Analysis on News
Key Highlights
- API Integration
- Automated Scraping
- Prompt Engineering
- Copilot Automation
Capstone & Career Program
Topics Covered
- Capstone: End-to-End Equity Research
- Power BI & Tableau Dashboards
- Resume Building & LinkedIn
- Mock Interviews by IB Experts
- Job Placement Assistance
Key Highlights
- Interview Prep
- Portfolio Build
- BI Dashboards
- Job Placement
Master Finance & AI Software
Get hands-on experience with financial modeling, BI, and AI integrations.
Build a Portfolio That Stands Out
Equity Research Dashboard
Build a dynamic dashboard tracking live stock prices, P/E ratios, and financial health.
DCF Valuation Model
Create a full discounted cash flow model to evaluate a company’s intrinsic value.
M&A Pitchbook
Develop an investment banking pitchbook for a hypothetical acquisition deal.
Risk Analytics Model
Use Python to calculate Monte Carlo simulations for portfolio risk assessment.
3-Statement Model
Link Income Statement, Balance Sheet, and Cash Flow dynamically in Excel.
AI Sentiment Analysis
Scrape financial news and use ChatGPT to gauge market sentiment on stocks.
Automated Data Scraper
Write a Python script to extract 10-K reports directly from SEC EDGAR.
Capstone: IB Deal
Present a complete investment thesis and valuation model to a mock IC board.
Earn an Industry-Trusted Credential
Upon successful completion of the course and capstone project, you will receive industry-recognized certifications validating your expertise in financial analysis and AI integration.
-
Certified Financial Analyst + AI Specialist
-
Advanced Financial Modeling Certificate
-
Python for Finance & AI Certificate
-
Internship Certificate (Pro Plan)
Certificate of Completion
Certified Financial Analyst + AI
This certifies that
Student Name
has successfully completed all requirements of the 6-month professional course including live projects and assessments.
Issue Date
January 2025
Verified
Authorized By
Academic Director
Unlock Top-Paying Finance Roles
Your Career Roadmap
Enroll & Learn
Master core concepts
Build Projects
Create your portfolio
Get Certified
Earn your credential
Get Placed
Start your new career
350+ Partner Companies
We have partnered with 350+ top-tier consulting firms, banks, and corporations to accelerate your career.
Invest in Your Future
No GST. No hidden charges. Flexible EMI options available.
Premium
Complete course with live support & placement
One-time payment
- Elite Live Classes
- Capstone Projects
- 1:1 Mentorship
- Lifetime LMS Access
- Premium Certification
- Priority Placement Pool
- Internship Certificate
- No-Cost EMI Available
What Our Learners Say
“The DCF and M&A modules were incredibly detailed. I felt fully prepared for my IB interview and got placed at a top firm in BKC!”
Rohan Malhotra
IB Analyst, Mumbai
“Learning Python for finance was a game-changer. I automated our team’s daily market report in just 2 days. Highly recommended!”
Sneha Kulkarni
Equity Research Analyst, Pune
“The AI integration with financial modeling is unique. ChatGPT tips for analyzing 10-K reports saved me hours of manual work.”
Aditya Joshi
FP&A Specialist, Mumbai
“As a CA, I knew accounting but lacked modeling skills. This course bridged the gap perfectly. The mentors are ex-bankers!
Priya Shetty
Credit Analyst, Mumbai
Frequently Asked Questions
Basic commerce knowledge is helpful, but the course starts with accounting fundamentals. We take you from basics to advanced M&A modeling step-by-step.
Yes, we provide guidance on accessing Excel, Power BI, and setting up Python environments. We also provide dummy datasets for Bloomberg and Capital IQ simulations.
We offer resume building, mock interviews by ex-bankers, and direct referrals to our 350+ hiring partners in consulting and banking.
Yes, our Certified Financial Analyst + AI Specialist credential is recognized by 350+ hiring partners including top investment banks and consulting firms.
All live sessions are recorded and uploaded to the LMS within 24 hours. You can access them anytime for revision.
Still Have Questions?
Talk to our career experts. We are here to guide you on your journey to mastering Financial Analysis + AI.