Project Finance Modelling with AI

6-week online programme |
Cohort 3 starts 24 September, applications close 10 September

USD 1,900

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Join the first-ever training programme to apply AI to the complexities of Project Finance & PPP modelling.

The future of Project Finance Modelling is hybrid.

The only programme that teaches you how to combine human judgement with AI acceleration - designed specifically for Project Finance.

See course schedule and dates

You already know AI is going to reshape how Project Finance models are built. The question is whether you'll lead that change or react to it.

This course is designed for professional Project Finance modellers and analysts who want to get ahead of the curve by actually building and reviewing models using two of the most capable AI tools available for Project Finance today.

Over six live weekly modules, you'll learn how to apply PFI Nexus and Claude for Excel to the specific requirements of Project Finance modelling. The course fee includes licenses to both for the duration of the training.

You'll start with core agent workflows and finish by auditing complex calculations and governing AI-driven change across your models. Every module includes live walk-throughs and take-home assignments to build your competence. You will be a member of a closed group within the PFI platform so our instructors can support you during the course.

This is professional-level training for people who already model at a high standard and want to properly add AI to their toolkit.

Find out what past participants have had to say about their experience, get in touch or download the brochure to learn more.

Download the brochure

WHAT YOU’LL LEARN

  • Get PFI 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.

  • 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 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.

  • This module brings together everything you've learned. You'll use shadow modelling techniques 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.

  • 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.

Apply to join the Project Finance Modelling with AI course

This course is intended for experienced Project Finance modellers. We will not be teaching
Project Finance concepts. Please complete the application to enable us to determine your
suitability for the course.

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  • A genuinely useful course that reframed how I think about AI for financial modelling. The shift from using AI as a consumer to using it as an operator — through defined workflows and deliberate context management — has had a clear impact on my financial modelling work.

    Ismael Lachgar, Vice President - Energy Transition Investments, Gresham House

  • Recommending to everyone in finance. The course is highly applied and practical while also informed by deep understanding of how AI works, where its limits are and how to enhance its performance.

    Stephan Knobloch, Investment Banker

  • Taking this course was a great way to remove all the noise you hear on mass media and get concrete understanding of what AI can do for people like us working in Excel and on finance roles. Awesome job from PFI and Cellori team who are truly expert in their domains.

    Hubert Julienne, Head of FP&A, TotalEnergies

  • As an infrastructure investment director, my team spends a lot of time triaging third-party presentations and models, and the workflows Dan teaches map directly onto that work. We can now sanity check an investment opportunity and document what we have done in a fraction of the time it used to take. It is six weeks of practical, project finance specific workflows that you can use straightaway. Beyond the practical workflows, the history lessons and deep dives into how AI works make the course worthwhile on their own.

    Freddy Murray, Investment Director, Octopus Capital

  • The course content was very interesting due to the rapidly changing nature of all work due to AI and the remarkable possibilities that are now recently available to financial modeling. On top of that, Kenny and Dan are consummate professionals and engaging instructors, so it is a course that feels not only essential but enjoyable for PF modelers.

    David Maddy, Sustainable Investment Manager, Aquila Capital

  • The Project Finance Modelling with AI course was highly insightful and practical. What I found most valuable was not only the introduction to the key AI tools and how they can be applied in project finance modelling, but also the validation of what is increasingly possible through AI in this field. Kenny and Dan brought a strong combination of hands-on project finance modelling experience and deep familiarity with AI tools, which kept the course grounded in real-world applications rather than just theory. The sessions were practical, relatable, and immediately relevant to professionals working in infrastructure and project finance. I would strongly recommend the course to anyone looking to better understand how AI can enhance financial modelling workflows and thinking in the project finance space.

    Dhruva Poonia, Head of Project Finance, Tamasuk

Course dates and schedule

You will attend a 90-minute session each week.
We will run each session twice on the same day to suit different timezones, and sessions will be recorded for anyone unable to attend.

APPLY NOW

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

  • 10am UK |  1pm Dubai | 5pm Singapore
    or
    6pm UK | 1pm New York | 10am Los Angeles

About Your Instructors

Smiling middle-aged man with gray hair and beard, wearing a light blue button-up shirt, against a white background.
A smiling young man with glasses, brown hair, and a beard, wearing a burgundy sweater over a collared shirt, against a white background.

OUR FACULTY DELIVERS DECADES OF PROJECT FINANCE EXPERIENCE.

Kenny Whitelaw-Jones

Kenny Whitelaw-Jones is one of the leading financial modelling instructors in the Project Finance space having taught more than 20,000 modellers to improve their practice. Kenny is a partner at Gridlines and Co-Founder of the Project Finance Institute.

Partner at Gridlines, Co-Founder Project Finance Institute

Dan Wilcockson

Dan is a senior private equity investment professional with significant experience in the origination, execution and post-acquisition management of energy-transition and digital-transition infrastructure. He is a leader in financial modelling and risk analysis with deep insight into the leveraging of cutting edge digital technology to optimise the management of complex portfolios.

Founder of Cellori