Certified Financial Analyst + AI | 4-Month Advanced Course
AI-Integrated Investment Analysis Certification

Certified Financial Analyst
+ AI Specialist

Master Financial Modeling, Valuation, Equity Research, and AI-driven Market Forecasting. Learn Python for Finance, Power BI, and ChatGPT for investment analysis in 4 Months.

Duration

4 Months

Mode

Online/Offline

Projects

Live Projects

Certification

Industry Recog.

Placement

Assured Support

Level

Advanced

Overview

Transform Investment Research with AI & Python

The Certified Financial Analyst + AI Specialist course is a 4-month intensive program designed to make you an expert in financial modeling, DCF valuation, M&A analysis, and equity research. Learn to automate market scraping and build predictive models using Python and AI tools.

Move beyond traditional Excel modeling. Master AI-driven sentiment analysis on earnings calls, automated KPI extraction, and Power BI dashboards to become a highly efficient, tech-enabled financial analyst.

0

Hours of Learning

0

Live Projects

What You Will Achieve

  • Advanced Valuation: Master DCF, Relative Valuation, and M&A Accretion/Dilution models from scratch.
  • AI Automation: Use ChatGPT and Claude to summarize 10-K reports, earnings calls, and industry reports instantly.
  • Python for Finance: Scrape live market data, calculate technical indicators, and automate portfolio optimization.
  • Career Ready: Step into roles like Equity Research Analyst or FP&A Analyst with a pro portfolio.
Highlights

Premium Learning Experience

Live Interactive Sessions

Attend live classes by ex-investment bankers and CFA charterholders.

Dedicated LMS Access

Get 1-year access to recorded videos, financial models, and templates.

1:1 Mentorship

Personalized guidance from senior financial analysts and portfolio managers.

Resume & LinkedIn

Professional resume building optimized for top-tier finance roles.

Career Support

Comprehensive placement assistance including mock interview case studies.

Capstone Projects

Work on real company financials to build a professional analyst portfolio.

Skills You’ll Gain

Master Future-Ready Competencies

DCF Valuation

M&A Modeling

Equity Research

Python for Finance

AI Sentiment Analysis

Power BI Dashboards

Advanced Excel

Macro Economics

AI Report Generation

Market Scraping

Relative Valuation

AI Prompt Engineering

Curriculum

4-Month Learning Journey

A structured syllabus taking you from financial foundations to AI-driven investment analysis.

Module 1

Financial Foundations & Accounting

Topics Covered

  • Advanced Financial Accounting
  • 3-Statement Modeling Linkage
  • Macroeconomics & Industry Analysis
  • Working Capital & Cash Flow Analysis
  • Advanced Excel for Analysts

Key Highlights

  • Practical Case Studies
  • 3-Statement Model
  • Real-world Datasets
  • Foundation Building
Module 2

Financial Modeling & Valuation

Topics Covered

  • Discounted Cash Flow (DCF) Modeling
  • Relative Valuation (Multiples)
  • M&A Accretion/Dilution Analysis
  • Leveraged Buyout (LBO) Basics
  • WACC & Cost of Capital Calculation

Key Highlights

  • Build DCF from Scratch
  • M&A Modeling
  • Valuation Techniques
  • Investment Banking Prep
Module 3

Python for Finance & Equity Research

Topics Covered

  • Python Basics & Pandas for Finance
  • Web Scraping Market & SEC Data
  • Equity Research Report Writing
  • Portfolio Optimization Theory
  • Technical & Fundamental Analysis

Key Highlights

  • Automated Scraping
  • Equity Report
  • Pandas Mastery
  • Data Automation
Module 4

AI Integration, Power BI & Capstone

Topics Covered

  • ChatGPT for 10-K & Earnings Call Analysis
  • Power BI for Financial Dashboards
  • Capstone: End-to-End Investment Pitch
  • Resume Building & Mock Interviews
  • Job Placement Assistance

Key Highlights

  • AI Sentiment Analysis
  • Capstone Build
  • Power BI Dashboards
  • Interview Prep
Techstack

Master Analytics & AI Software

Get hands-on experience with Advanced Excel, Python, BI tools, and AI integrations.

Advanced Excel
Python
Power BI
ChatGPT
Claude AI
MS Copilot
Bloomberg API
Tableau
SQL
Google Gemini
Yahoo Finance API
Zapier
SEC Edgar Data
Git & GitHub
Google Sheets
Office Scripts
Projects

Build a Portfolio That Stands Out

DCF Valuation

Advanced DCF Model

Build a 5-year DCF valuation model for a publicly traded tech company.

M&A Model

M&A Accretion Model

Analyze the impact of a merger on EPS and create a pro-forma balance sheet.

Equity Research

Equity Research Report

Write a comprehensive buy/sell report using AI for initial data gathering.

Macro Dashboard

Macro KPI Dashboard

Build a real-time macroeconomic dashboard tracking GDP, inflation, and rates.

Python Scraper

Market Data Scraper

Use Python to scrape live stock prices and calculate technical indicators.

AI Sentiment

AI Sentiment Analysis

Feed earnings call transcripts to ChatGPT to gauge market sentiment.

Power BI

Portfolio Dashboard

Visualize portfolio allocation and risk metrics using Power BI.

Investment Pitch

Capstone: Investment Pitch

Present a complete investment thesis for a stock to a mock investment committee.

Certification

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 Proficiency
  • Internship Certificate (Pro Plan)

Certificate of Completion

Certified Financial Analyst + AI

This certifies that

Student Name

has successfully completed all requirements of the 4-month professional course including live projects and assessments.

Issue Date

January 2025

Verified

Authorized By

Academic Director

Career

Unlock Top-Paying Finance Roles

Financial Analyst

Avg. Salary: ₹6-9 LPA

Equity Research Analyst

Avg. Salary: ₹8-12 LPA

Investment Banking Analyst

Avg. Salary: ₹10-15 LPA

FP&A Analyst

Avg. Salary: ₹7-11 LPA

Valuation Analyst

Avg. Salary: ₹6-10 LPA

Quant Analyst (Junior)

Avg. Salary: ₹8-14 LPA

Your Career Roadmap

1

Enroll & Learn

Master core concepts

2

Build Projects

Create your portfolio

3

Get Certified

Earn your credential

4

Get Placed

Start your new career

Placement

350+ Partner Companies

We have partnered with 350+ leading enterprises to accelerate your career.

Goldman Sachs JP Morgan Morgan Stanley Wells Fargo Citi Bank of America BlackRock HSBC
Deloitte EY PwC KPMG BCG Bain Accenture McKinsey
Fee Structure

Invest in Your Future

No GST. No hidden charges. Flexible EMI options available.

Online Offline
PREMIUM

Premium

Complete course with live support & placement

29,999

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
Reviews

What Our Learners Say

“The DCF modeling module was incredibly detailed. Using ChatGPT to summarize 10-K reports saved me 10 hours a week during my internship at a boutique IB!”

Rahul

Rahul Malhotra

IB Analyst, Mumbai

“I learned Python specifically for finance here. Scraping live NSE data and building dashboards in Power BI got me a job at a top mutual fund!”

Anjali

Anjali Sharma

Equity Research, Mumbai

“The best investment analysis course I’ve taken. The capstone project where we pitched a stock to a mock committee was a game-changer for my interviews.”

Vikram

Vikram Singh

FP&A Analyst, Delhi

“AI integration for financial analysis is the future. Learning to use Claude for earnings call sentiment analysis gave me an edge over my peers.”

Neha

Neha Kapoor

Valuation Analyst, Bangalore

FAQs

Frequently Asked Questions

Basic understanding of accounting is helpful, but the course starts with financial foundations. We take you from basics to advanced AI-driven modeling step-by-step.

Yes, we provide guidance on accessing the educational versions of Excel, Power BI, and Python environments. For enterprise tools like Bloomberg, we use simulation environments.

We offer resume building, mock interviews (including case studies), and direct referrals to our 350+ hiring partners. Our career cell works with you until you get placed.

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.

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