Project Finance Modelling with AI

Get PF Nexus and Claude for Excel configured and ready. We'll walk you through permissions, Git setup, and the course starting models so you hit the ground running on day one.

Learn to work with AI agents effectively: clear prompting, structured planning, context management, and sub-agent workflows. You'll model revenue and operational expenses from a case study using both tools, then take home construction costs and financing to build independently.

You'll learn to extract reusable modelling components from existing models, build organisation-specific skill libraries, and deploy them into new work. The assignment has you pulling a complex calculation from a source model and redeploying it into a new model. Your homework is to develop a new skill and share it with the cohort - building a class-wide skills library in the process.

Move from generic modelling tasks to project-specific work. You'll learn to take a contract or report, plan its implementation in a model, and deploy tailor-fit calculations then use AI to verify the logic and produce clear documentation of what was built and why. The bonus material covers creating dynamic model logic flow diagrams using AI.

We’ll take a non-FAST model and rebuilding it in the FAST standard using AI. You'll learn to use AI to analyse and understand third-party models, automate the rebuild process, and verify parity programmatically using Python. The advanced material extends this into Monte Carlo analysis.

This module brings together everything you've learned. You'll use shadow modelling techniques from Module 4 and contract-to-model skills from Module 3 to independently audit a complex mechanism - specifically, an EPC bonus/damages calculation for a waste-to-energy project. You'll verify parity, find errors, and validate correctness using AI then turn the audited mechanism into a reusable skill.

You'll learn to use Git and source control to govern AI-driven changes, get AI to summarise its own work clearly, and review changes using agile-inspired workflows. The final assignment puts you in the reviewer's seat - assessing AI-modified models from a junior analyst. The advanced material covers automating the production of model update memos.