Prompt Engineering for Financial Modeling using Claude AI

a 2-Day Intensive Workshop for Finance Professionals

Course Description

This intensive two-day workshop Prompt Engineering for Financial Modeling using Claude AI equips finance professionals with practical prompt engineering skills for Claude AI. Participants learn a structured, three-tier framework — Principles, Best Practices, and Techniques — specifically designed for financial modeling workflows.

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. Financial Modeling Workflows Covered

1. 3-Statement Model
2. DCF Valuation
3. Business Planning
4. Financial Ratio Analysis
5. Sensitivity & Scenario Analysis

Baca Juga: Project Finance Modeling with Claude AI Two-Day Structure Day 1 — Foundation Five core principles governing how Claude interprets prompts, plus six actionable best practices for writing clear, effective instructions. Day 2 — Mastery Hands-on practice with ten advanced techniques: chain-of-thought reasoning, XML structuring, prompt chaining, and iterative refinement. Participants leave with reusable prompt templates, a personal prompt library framework, and the confidence to deploy Claude effectively in their daily work.

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. Baca Juga: Financial Statement Spreading and Analysis with Claude AI

Schedule 2026

• – January 2026
• – February 2026
• – March 2026
• – April 2026
• 25-26 May 2026
• 24-25 June 2026
• 22-23 July 2026
• 26-27 August 2026
• 22-23 September 2026
• 21-22 October 2026
• 23-24 November 2026
• 21-22 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 6,950,000/ Peserta Jakarta: IDR 5,950,000/ 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: maksimal 20 Peserta/ Batch

Baca Juga: Prompt Engineering Best Practices for Financial Modeling using AI

The Three-Tier Framework

The workshop is built around a structured, three-tier framework that progressively deepens your ability to communicate with AI for financial modeling tasks.

1. Techniques 10 advanced methods: chain-of-thought, XML structuring, iterative refinement chaining
2. Best Practices 6 actionable rules for writing clear, precise, and effective AI instructions
3. Principles 5 core foundations governing how Claude interprets and responds to prompts

Each tier builds on the one below it — mastering the principles makes best practices intuitive, and best practices make advanced techniques powerful.

Course Objectives

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

1. Apply Core Principles Apply five core prompt engineering principles to eliminate ambiguity and reduce hallucination in financial outputs.
2. Write Precise Prompts Write precise, action-verb-led prompts that specify output format, depth, and constraints for business planning, DCF valuation, and scenario analysis tasks.
3. Deploy Advanced Techniques Deploy ten advanced techniques including chain-of-thought, XML structuring, prompt chaining, and iterative refinement.
4. Build a Prompt Library Build and maintain a reusable prompt template library for recurring financial modeling workflows.
5. Evaluate Complexity Evaluate when to use simple vs. complex multi-technique approaches for optimal results.
6. Implement Uncertainty-Flagging Implement uncertainty-flagging as a standard practice to prevent fabricated precision in financial models.

Baca Juga: Building Financial Models with Claude AI

Course Agenda

Day 1 – Foundation Day

1. Introduction: Why Prompt Engineering Mastery Matters
2. Section 1: Principles vs Best Practices vs Techniques
3. Section 2: Claude Prompt Engineering Principles + Quiz (5 Questions)
4. Section 3: Claude Prompt Engineering Best Practices + Quiz (5 Questions)
5. Section 4: Claude Prompt Engineering Techniques + Quiz (10 Questions)
6. Section 5: 10 Bad Prompts for Financial Modeling — Analysis
7. Section 6: 10 Good Prompts for Financial Modeling — Analysis
8. Section 7: 5 Practice Exercises with Answers
9. Section 8: 10 Multiple Choice Quizzes + Day 1 Key Takeaways

Day 2 – Hands-on Mastery Day

1. Day 2 Overview and Learning Objectives
2. Exercise 1: Prompts for a 3-Statement Financial Model
3. Exercise 2: Prompts for a DCF Valuation Model
4. Exercise 3: Prompts for Business Planning (3Y Historical + 5Y Projection)
5. Exercise 4: Prompts for Key Financial Ratios
6. Exercise 5: Prompts for Financial Ratio Analysis
7. Exercise 6: Prompts for Sensitivity & Scenario Analysis
8. Exercise 7: Prompts for Model Error Checks
9. Exercise 8: Prompts for Table of Contents with Hyperlinks
10. Day 2 Key Takeaways + Q&A

Baca Juga: Data Analysis & Visualization with Power BI

Course Takeaways

Everything you need to continue building expertise after the workshop ends.

• Training Slide Deck Complete 100+ training slide deck with all principles, best practices, and techniques as a desktop reference.
• Prompt Improvement Log A structured framework for tracking and optimizing your prompts over time to continuously improve output quality.
• Uncertainty-Flagging Footer Standard uncertainty-flagging footer ready to embed in all financial prompts to prevent fabricated precision.
• Prompt Template Library Reusable prompt templates for 3-statement model, DCF valuation, business planning, financial ratio analysis, and sensitivity analysis.
• Quick-Reference Cheat Sheet Principles → Best Practices → Techniques decision matrix for fast, confident prompt selection in the field.
• Certificate of Completion Official certificate of completion for professional development records and continuing education portfolios.

Course Prerequisites

Required:

• Working knowledge of financial modeling concepts (financial statements, business planning)
• Basic familiarity with Claude or similar AI assistants (e.g., having used a chatbot for work tasks)
• Laptop with access to Claude (via claude.ai or API) for hands-on exercises

Recommended (Not Required):

• Experience in building 3-statement or DCF models in Excel
• Familiarity with financial analysis or sensitivity & scenario analysis workflows
• Prior exposure to structured data formats (XML, JSON) is helpful but not essential

No prior AI or programming experience is required. This workshop is designed for finance professionals at all technical levels.

Ready to Transform Your Financial Modeling?

This workshop is your gateway to a new era of financial modeling — where AI amplifies your expertise, accelerates your workflows, and elevates the quality of every model you build.

1. Work Faster Reduce time spent on repetitive modeling tasks with precision-engineered prompts.
2. Work Smarter Eliminate hallucinations and fabricated precision with uncertainty-flagging techniques.
3. Build Better Models Deploy advanced AI techniques to produce more robust, auditable financial outputs.