Course Outline
Session 1: Foundations and Prompt Engineering
Instructional Segment (45 min):
- Comparing Claude, ChatGPT, and Copilot for investment, finance, and analyst workflows
- Applying the RACEF prompt framework (Role, Action, Context, Exemplars, Format) to investment analysis, forecasting, and model commentary
- Understanding when to trust model outputs versus when to verify, including basic data hygiene principles
Practical Exercise/Demo (20 min):
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Each participant will rewrite a typical prompt using the RACEF framework and compare the resulting outputs
Session 2: Financial Modelling, Long Documents, and Claude Code
Instructional Segment (45 min):
- Generating forward forecasts from sanitized management accounts, with Claude explaining the underlying assumptions
- Extracting waterfall structures from sanitized legal documents (the 'legal Bible' workflow)
- Introduction to Claude Code for advanced Excel tasks, scripted analysis, and automating repetitive model tasks
Practical Exercise/Demo (20 min):
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Hands-on activity: converting a legal document into a waterfall template, followed by a Claude Code demonstration on a sample financial model
Session 3: Skills, Artifacts, and Claude Design
Instructional Segment (45 min):
- Skills: creating reusable workflows (e.g., forecast builder, investment memo summarizer, waterfall extractor)
- Artifacts and Projects: managing shared, editable, and persistent outputs across the team
- Introduction to Claude Design for generating charts, slide-ready visuals, and branded documents
Practical Exercise/Demo (20 min):
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Each participant will build one reusable skill and create one Claude Design artifact linked to a recurring task
Session 4: Context Windows, Claude Cowork, and Implementation Plan
Instructional Segment (45 min):
- Understanding 'context' and how its limitations impact long investment memos, models, and multi-day analyses
- Techniques for chunking, summarization, and managing project-level context
- Introduction to Claude Cowork for agentic, multi-step tasks that maintain workflow momentum
Practical Exercise/Demo (20 min):
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Demonstration of Claude Cowork executing an end-to-end task, followed by the development of a personal implementation plan (this week / this month / this quarter)
Requirements
- Participants should be engaged in investment, finance, corporate finance, private equity, M&A, FP&A, valuation, research, or analyst functions.
- A foundational understanding of financial models, management accounts, forecasts, investment memos, or transaction-related documentation is assumed.
- Proficiency with Excel and experience reviewing finance-oriented documents will be beneficial.
- Programming skills are not required; however, familiarity with structured Excel models will be advantageous during the Claude Code demonstration.
- Prior experience with Claude, ChatGPT, Copilot, or similar AI tools is recommended but not essential.
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