Description

AI-assisted modelling is moving from edge case to standard practice. Top investment banks are piloting these tools and analysts who learn the workflow now will build models in hours that used to take days. This course teaches you how to direct Endex an AI assistant that lives inside Excel to build production-ready three-statement, DCF, and LBO models.

Learning Objectives

  1. Explain why AI-assisted modelling is becoming standard practice on Wall Street and how Endex differs from general-purpose AI tools.
  2. Apply the three-step Endex prompting workflow (initial prompt, iterate, consolidate) to build a financial model from scratch.
  3. Construct a specific, well-anchored, and well-formatted initial prompt for any common model type (three-statement, DCF, LBO).
  4. Diagnose common issues in an AI-generated model and write follow-on prompts that fix them without breaking the model.
  5. Validate AI-sourced market data (beta, ERP, risk-free rate) by tracing sources and asking the right verification questions.
  6. Audit an Endex-built model for hardcoded values, broken links, and balance-sheet errors.
  7. Save and reuse master prompts to compound their productivity over time.