Modeling with Claude
Use Claude to plan, analyze, document, and review financial models more efficiently.
Use Claude to make model work more deliberate
Claude can help finance teams synthesize information, reason through model structure, explain logic, and prepare review questions. The model owner remains responsible for evidence, assumptions, and conclusions.
The session at a glance
Format · Live instructor-led webinar or in person
Learning objectives · Use Claude to structure, analyze, document, and review financial models while maintaining transparent logic and accountable human oversight.
Use AI as a reasoning partner, not a substitute
Claude can help turn complex finance questions into organized modeling steps and clearer documentation. Participants practice challenging recommendations against source material and established review procedures.
Who this course is for
Designed for finance professionals who build, review, explain, or rely on financial models and want to use Claude with appropriate governance.
Preparation
No prior AI experience is required. Familiarity with the purpose and review of financial models will help participants apply the examples to their work.
Course agenda
Move from a finance question to a controlled Claude-assisted workflow that preserves judgment and accountability.
Framing the model question
Define the decision, evidence, assumptions, outputs, and controls before asking Claude to assist.
Developing a reviewable approach
Use Claude to support model architecture, explanations, scenarios, and review questions with relevant context.
Testing and challenging the output
Documenting the analysis
Applying accountable review
Your certificate of completion
Upon completion, you will receive a certificate signifying your completion. Add it to your LinkedIn profile, résumé, or professional-development record.
Common questions
The practical details, in one place.
Is this live or on demand?
This is a live course that may be delivered via webinar or in-person.CPE availability is confirmed for the specific scheduled offering before registration. Contact Pillars to discuss your team’s requirements.
What does the session cover?
Practical AI use cases in finance, better prompt design, verification of generated work, and responsible handling of information. The emphasis is on using AI with sound professional judgment.
Are recordings, materials, or certificates included?
Materials are included with the course as well as a certificate indicating completion. Recordings availability is subject to contract.
I am a CPA, can this course offer CPE credit?
Yes! Pillars is licensed to provide CPE credit hours for this course.