Prompt Engineering for Financial Modeling using Claude AI

Credit: Unsplash.com/ Jakub Żerdzicki

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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

3-Statement Model
DCF Valuation
Business Planning
Financial Ratio Analysis
Sensitivity & Scenario Analysis

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.

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

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.

Techniques
10 advanced methods: chain-of-thought, XML structuring, iterative refinement chaining
Best Practices
6 actionable rules for writing clear, precise, and effective AI instructions
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:

Apply Core Principles
Apply five core prompt engineering principles to eliminate ambiguity and reduce hallucination in financial outputs.
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.
Deploy Advanced Techniques
Deploy ten advanced techniques including chain-of-thought, XML structuring, prompt chaining, and iterative refinement.
Build a Prompt Library
Build and maintain a reusable prompt template library for recurring financial modeling workflows.
Evaluate Complexity
Evaluate when to use simple vs. complex multi-technique approaches for optimal results.
Implement Uncertainty-Flagging
Implement uncertainty-flagging as a standard practice to prevent fabricated precision in financial models.

Course Agenda

Day 1 – Foundation Day

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

Day 2 – Hands-on Mastery Day

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

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.

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