Prompt Engineering Best Practices for Financial Modeling using AI

Prompt_Engineering_Best_Practices_for_Financial_Modeling_using_Claude_AI

Sumber: https://excel.cloud.microsoft/

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Master the art of AI-powered financial analysis in one intensive day.

from fundamentals to advanced financial applications.

Course Description

This intensive 1-day course equips finance professionals with practical prompt engineering skills for AI-assisted financial modeling using Claude AI. Through hands-on workshops and real-world case studies, participants will learn to craft effective prompts for DCF analysis, LBO modeling, 3-statement models, comparable company analysis, and more — transforming how they approach financial analysis workflows.

4 Sessions: Structured progression from prompt engineering fundamentals through advanced multi-model financial workflows

3 Workshops: Hands-on exercises building real financial models with guided prompt engineering practice

1 Day: Comprehensive 9 AM – 5 PM intensive covering zero-shot basics to advanced multi-model strategies

What is Claude?

Claude is a next-generation AI assistant and family of large language models (LLMs) developed by Anthropic, designed to be safe, accurate, and highly performant in reasoning, coding, and analysis. Known for its “helpful, honest, and harmless” approach, Claude is a popular alternative to ChatGPT, often used for complex tasks, creative writing, and processing long documents.

Trainer Profile

Purwadi Nitimidjojo

the trainer, started his financial modelling career in early 2005 after working for Indonesian Bank Restructuring Agency (IBRA / BPPN) during the monetary crisis from 1998 through 2004. At IBRA’s Credit Risk Management Division he developed various financial models for debt restructuring and corporate restructuring and learned that most of IBRA’s large debtors hired foreign financial consultants to develop financial models as they didn’t have any resources who could develop proper financial models, and financial modelling training courses were not available back then. This is when he saw an opportunity to deliver financial modelling training courses and develop best-practice financial models for clients in various industries in Jakarta.

In early 2005 Purwadi teamed up with two of his friends and used “Edward, Farral & Peterson” and “Edward & Peterson” as their brands to provide monthly public training courses and financial modelling services until early 2012 before he was hired by Deloitte Financial Advisory as a Financial Modelling Director to do the same. At Deloitte he and his financial modelling team developed best-practice financial models for his clients in various industries for various purposes and delivered monthly financial modelling and Power BI training courses for the public, clients, and Deloitte’s internal staff in Indonesia, Singapore, Malaysia, Thailand, and Cambodia.

After spending 10 years working for Deloitte, he returned to his own financial modelling business and is now working as a financial modelling subcontractor for BDO and Deloitte as well as an independent private financial modelling consultant and trainer.

Schedule 2026

28 January 2026
18 February 2026
9 March 2026
22 April 2026
20 May 2026
17 June 2026
15 July 2026
19 August 2026
16 September 2026
14 October 2026
18 November 2026
16 December 2026

Full Day Training: 09.00 – 17.00 wib

Venue Training

Yogyakarta:

NEO Hotel Malioboro Yogyakarta
Royal Malioboro by ASTON Yogyakarta
Novotel Suites Yogyakarta Malioboro

Jakarta:

Swiss-Belinn Simatupang, Jakarta Selatan
Swiss-Belhotel Pondok Indah, Jakarta Selatan
Ibis Styles Simatupang, Cilandak, Jakarta Selatan

(Kepastian venue akan dikonfirmasikan H-4 sebelum event)

Investment Fee

Yogyakarta: IDR 4,950,000/ Peserta

Jakarta: IDR 3,490,000/ Peserta

Harga sudah termasuk Training Material, Sertifikat, Lunch & Coffee Break, Souvenir, Door Prize.
Discount 10% bagi peserta yang mendaftar lebih dari 1 participants dan pembayaran dilakukan sebelum event berlangsung.
In-House Training: minimal 4 Peserta.

Course Objectives

By the end of this course, participants will be able to:

Understand the fundamentals of prompt engineering and how large language models process financial instructions
Write structured, precise prompts for DCF, 3-statement, LBO, and comparable company analyses
Apply zero-shot, few-shot, and chain-of-thought techniques to complex financial modeling tasks
Build multi-step prompt chains that produce auditable, institution-grade model outputs
Validate AI-generated financial outputs using systematic QA frameworks and error-checking prompts
Design reusable prompt libraries and templates for recurring modeling workflows
Navigate ethical considerations, compliance requirements, and AI guardrails in financial contexts
Integrate AI-assisted modeling into existing team workflows with confidence and best practices

Course Prerequisites

Required

Intermediate to advanced Excel proficiency (formulas, financial functions, data manipulation)
Foundational knowledge of corporate finance and accounting concepts (P&L, Balance Sheet, Cash Flow)
Familiarity with financial modeling concepts (DCF, valuation multiples, 3-statement linkages)
Access to a computer with internet connection and a Claude AI account (free or paid; Pro recommended for heavy use)

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