Excel to AI: Masterclass in Financial Automation & Stock Market Intelligence

Excel to AI: Masterclass in Financial Automation & Stock Market Intelligence

28th July to 1st August 

Monday to Friday 

7 pm to 9 pm Daily

Fees: Early Bird ₹. 1999 on or before 25th July ; ₹. 2499 thereafter 

Register @

https://imjo.in/w5ZZBK

Practical & Conceptual Mode | Instructor-led | Case Study Based | Tool-Driven Sessions

Module 1: Excel Fundamentals to Intermediate (1.5 Hours)

Goal: Build confidence with Excel basics and upgrade to intermediate use-cases.

Topics Covered:

Cell referencing, formatting, and productivity shortcuts

Data entry, cleaning, validation

Essential formulas:

SUM, IF, AVERAGE, COUNT, ROUND

SUMIFS, COUNTIFS, IFERROR, TEXTJOIN

LEFT, RIGHT, MID, LEN, SEARCH, AND, OR, TODAY, NOW

Activity: Create a smart expense tracker and clean a messy financial data file

Module 2: Advanced Excel for Financial Analysis (2 Hours)

Goal: Master complex formulas and dashboards for decision-ready insights.

Topics Covered:

Lookup mastery: XLOOKUP, INDEX + MATCH, INDIRECT, OFFSET

Dynamic arrays: FILTER, SORT, UNIQUE, SEQUENCE, LET, LAMBDA

Logical + Conditional functions: IFS, SWITCH, ISNUMBER, NOT

Text transformation: TEXTSPLIT, SUBSTITUTE, PROPER, UPPER, LOWER

Dates & time: EOMONTH, WORKDAY, NETWORKDAYS, EDATE, DATEDIF

Data summarization: AGGREGATE, SUBTOTAL, MOD, RANK.EQ

Activity: Build a dashboard to track revenue, KPIs, and reconciliation using slicers

Module 3: Excel VBA + AI-Powered Automation (1.5 Hours)

Goal: Learn how to automate everyday financial workflows using VBA, Copilot, and Power Automate.

Topics Covered:

Basics of writing and recording macros

Creating custom functions (UDFs)

Automating report formatting and sending

Using Microsoft Copilot to generate formulas, summaries, and charts

Integrating Excel with AI for formula generation

AI for data extraction, categorization, and reporting

Activity: Automate a monthly P&L report + set up automatic emailing with Power Automate

Module 4: Real-World Financial Automation Projects (1 Hour)

Goal: Put your skills to the test with practical, end-to-end solutions.

Sample Projects:

Expense Tracker with Automated Categorization

Invoice Tracker with Auto-Status Updates

Payment Due Tracker with Email Alerts

Employee Reimbursement Tracker• Compliance calendar with automatic alerts

Activity: Group task to build a complete reporting system with automation

Module 5: AI Tools for Finance Professionals (3 Hour)

Goal: Use external AI tools to simplify complex finance workflows.

Tools Explored:

Generate Excel formulas, summaries, and visuals using plain English

Create polished presentations instantly from bullet points or financial data

Summarize meeting transcripts and auto-generate action items

Write SOPs, reports, and policies with AI assistance5.

Automate email outreach and client follow-ups using AI workflows

Extract key information and insights from PDFs and scanned documents

Create flowcharts, dashboards, and SOP diagrams visually with AI

Ask research-level finance questions and get answers with reliable sources

Automate document writing and code generation using a conversational interface

Analyze uploaded files, spreadsheets, and reports to extract structured insights

Activity: Generate a management report + PowerPoint presentation using AI

Module 6: Stock Market Analysis Using AI (1 Hour)

Goal: Learn to use AI for smarter investing and research.

Topics Covered:

Use ChatGPT for ratio analysis, peer comparisons, SWOT analysis

Forecasting using AI-generated insights

Create stock screeners with AI prompts

Tools: ChatGPT, Perplexity, Stock GPTs, Trading View AI

Activity: Build a stock tracker and auto-generate stock analysis summaries

Faculty 

CA. Rahul Lekhwani — VP, Finance & Analytics at Centrum Wealth.  

10+ years of corporate excellence with a passion for tech-led finance.  

Trained 1500+ professionals in Power BI, Excel, SQL & AI—empowering finance teams to lead with data.

Kindly Share With All Your Professional Friends, Colleagues, and Other Connects!

To Your Success,

Virag Shah  

CA CMA CS LLB CAIIB  

Founder - Connect Easy  

+91 7043 154 500