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Free Lesson

Run Your First 5 Prompts with Claude inside Excel.

Hosted by Asif Masani

Thu, Jun 11, 2026

4:30 PM UTC (1 hour)

Virtual (Zoom)

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AI-Powered Excel for Finance Professionals
Asif Masani
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What you'll learn

Install Claude for Excel in Under 5 Minutes

Get the add-in from the Microsoft Marketplace, activate it, and sign in so Claude is ready inside your spreadsheet.

Find Your Way Around the Claude Add-In.

Open the sidebar, pick your model, run built-in Skills, add files and live data, and set the controls finance pros need.

Run Your First 5 Prompts on a Real Finance Workbook

Go from understanding to cleaning, building to commentary. Walk away with 5 prompts you can use Monday morning.

Why this topic matters

Claude now works inside Excel, but most finance professionals haven't used it yet. This lesson gets you from zero to running real prompts on your own workbook in one sitting. No theory, no setup confusion. Install it, learn the interface, and use five practical prompts for cleaning data, analysis, modelling, and writing commentary.

You'll learn from

Asif Masani

Director, FP&A Professionals Institute (FPI)

As Director at FP&A Professionals Institute, I've trained thousands of finance professionals (analysts, controllers, auditors, business partners) through the CGFPA certification and live cohorts. I've watched the AI shift in real time, and watched most "AI for finance" training miss the point. Too generic. Too theoretical. Too disconnected from the Excel where the work actually happens. I built this course to fix that

Previously at

EY
Citi
Coursera
Pfizer
See all products from Asif

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