Claude AI in Excel for Finance (Udemy.com)

Focus on using AI wisely by putting our own judgement and rigor to the outputs is very helpful and guiding.

οι προτασεις ακριβεις, υπηρχε ροη κι συνοχη στη λογικη σαν δομη γεωμετριας απο τα απλα στα συνθετα.Για μενα απο οσα εχω παρακολουθησει ταιριαζει περισσοτερο στο τροπο που σκεφτομαι.

Excellent course! Very hands-on and up-to-date course, provides a clear structured approach for using Claude in Excel.

If you don´t have a solid financial background it can be a bit too much, because the course doesn´t intend to teach how to do all you´re going to ask Claude to do. Even so, if you power through, you can get the most important insight: how to build prompts which challange critically and guide Claude to do the work in a auditable manner. Still recommend learning about Investment Analysis, Portfolio Theroy, Master Budgeting, Financial Statement Analysis etc. before taking the course and using the provided materials to teach your own Chatbot how to build the prompts with you and turn it into a set of Claude Skills, which can be reused in A LOT of practical cenarios. All of this is well disclose by Carlos, which is a very good instructor. Just didn´t rate it a 10 mostly because of the interactive AI features which I personally found a bit annoying, although I understand why they are there. Some things just work best with real people and I couldn´t adapt to having those "convincing/model deffense" exercises with an AI chatbot.

Need more realistic work example, but so far so good. Thankyou

Very useful and practical way of teaching . This is very informative and structured course for Excel linking with Claude .Keep it up

I hope new students to this course can be patient and listen to the opening preview sessions because he drops truly gold nuggets of insight before jumping into using claude.

This was a great class filled with sophisticated material that I could see applying to work situations. I’m left with a much better understanding on how to extract value from Claude for Excel. Best for those who have some familiarity with financial modeling and access to a Claude Pro subscription.

I've taken numerous AI for Excel and Finance course, but this one is by far the best! And the materials provided for the course with the Role Plays are amazing! HIGHLY recommend this course if you're in Finance.

Really recommend this course, it gave me a clear understanding on how to enhance my use of Ai in finance. Further, it provided a deep knowledge on about how to utilize and enable Ai to support you in specialized financial tasks. Thanks Dr. Carlos, really enjoyed the course and it added to me a lot.