You will learn to use Claude AI in Excel to build, review, and defend financial models with a structured workflow. The course begins with Claude setup and prompt engineering, then moves into portfolio optimization, financial statement analysis, capital budgeting, and master budgeting. You will work with reference models and reusable prompts to adapt financial workflows efficiently and review AI-generated outputs for assumptions, timing logic, consistency, and financial risk. You will analyze financial statements and ratios, evaluate investment projects with sensitivity analysis and Monte Carlo support, and build an integrated master budget covering sales, cash, the income statement, and the budgeted balance sheet. You will also create and validate sales forecasts using holdout testing and error metrics. Practice assignments and role-play activities ask you to challenge assumptions and communicate model reasoning, while module quizzes and a final exam provide assessment checkpoints across the course. By the end, you will combine financial modeling techniques with Claude-assisted review to produce more rigorous Excel analyses.