Training Courses

AI in Project Finance Modelling

Where AI genuinely helps in live modelling work, and where it quietly fails. Two hands-on days using Microsoft Copilot and Anthropic Claude on real project finance modelling workflows, so you leave with an up-to-date, practical view of what these tools can and cannot do.

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  • 2 daysPractitioner-led
  • Hands-onYou build the model,
    not watch one being built
  • In person or digitalDelivered in person
    and worldwide online
  • Take awayThe completed model files
    and templates

Who this is for

For modellers who want AI to actually help

This course is for project finance professionals who already build or review models and want a practical, hands-on view of where Copilot and Claude speed up real modelling work, and where they do not. It is not a general introduction to AI.

Working project finance modelling experience is assumed; this is not a substitute for Best Practice Project Finance Modelling. If you have not built a project finance model before, start there first.

You will get the most from this course if

  • You already build or review project finance models and want to work faster with AI tools
  • You want a clear, practical view of what Microsoft Copilot and Claude can and cannot do for financial modelling
  • Your organisation needs workable AI best-practice guidelines, not just theory
  • You want hands-on practice on real exercises, not a lecture about AI

What you will learn

Concepts, then real modelling workflows

The first half grounds you in how AI is actually being adopted in project finance and how to use it responsibly. The rest is hands-on: you run each exercise yourself on laptops already set up with Microsoft Copilot and Anthropic Claude, or your own equipment if you prefer.

Concepts

  • AI in project finance: adoption, challenges and opportunities
  • Platform overview: functionality, adoption trends, strengths and use cases, with a focus on Microsoft Copilot and Anthropic Claude
  • Responsible use of AI: what this means for you and your organisation
  • AI best-practice guidelines: our recommendations
  • Prompts, skills and agents: how to ensure consistency and reliability

Interactive workshops

  • Identify gaps between financial model assumptions and project documentation
  • Automate updates of assumptions from revised project documentation
  • Document model functionality for new users or accelerate understanding of client models
  • Develop stronger prompts for financial modelling with a structured approach
  • Get hands-on with Skills in Claude and Copilot, building examples your team can adopt
  • Build a project finance model from scratch rapidly and assess strengths and weaknesses across platforms
  • Automate input and output extraction into credit or investment papers
  • Create a full financial model from an Information Memorandum and assess its quality
  • Compare and align asset models for financial evaluation
  • Explore Agents and Artifacts in Claude and Copilot to streamline workflows and unlock efficiencies
  • Automate email summaries of financial model analysis
  • Apply a systematic AI-driven approach to internal model review

Next available dates

Upcoming courses

How the course runs

Hands-on with the tools, not a lecture about them

Every exercise runs on laptops already set up with Microsoft Copilot and Anthropic Claude (App and in Excel), so you can safely explore the full boundaries of both platforms without worrying about data protection. Prefer your own laptop with these applications installed? That works too.

This course also runs privately: see in-house training for delivery built around your team and sector, or browse the full course portfolio.

Our trainers

Learn from a practitioner

Our courses are led by experienced members of our financial modelling and model audit teams. The trainers below run this course frequently, but your session could be led by any member of our team.

Joshua Grimm

Joshua Grimm

Director, Singapore

Joshua leads the development and delivery of financial modelling training courses for Forvis Mazars in Asia. His expertise covers areas such as project finance modelling for large-scale renewable energy, utilities and infrastructure projects, as well as corporate finance modelling for M&A transactions and internal FP&A. He has supported clients with their projects from feasibility through financial close, all the way to operations.

Hitansh Doda

Hitansh Doda

Director, Sydney

Hitansh is a professional model builder for Forvis Mazars, with extensive experience in financial model building and development across infrastructure finance and other diverse sectors. He focuses on financial modelling and analysis of renewable energy assets and infrastructure projects.

Leigh Tomlinson

Leigh Tomlinson

Director, London

Leigh is an ACA chartered accountant with over 16 years of financial modelling experience. He has a wide range of sector and international deal experience, and is responsible for leading the development of financial models across the energy, infrastructure and environment sectors.

Contact our training team

Book this course

Dates, prices and online booking are on the course schedule. Not sure it is the right course? Ask us.

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