Executive Intensive

Who this is for

Working professionals in equity research (sell-side or buy-side) and investment banking who want to integrate AI-augmented methods into their existing workflow.

Topics covered

• • 3-statement model build using AI tools (Claude in Excel)
• • 6-check model validation framework (BS equation, CF reconciliation, cash continuity, NI consistency, cash balance, revenue components)
• • Research automation with Claude Code (SEC filings, press releases, earnings transcripts, sector mapping)
• • Statistical forecasting methods (SARIMAX, Prophet, regression)
• • Pitch deck preparation (Claude in PowerPoint)
• • External reviewer feedback session

Included

• • Claude Code Max subscription for the week
• • Perspectec Model template and tools
• • 4 hours live instruction + 4 hours self-paced per day
• • Slack channel with Perspectec staff
• • Certificate of Completion