Free Claude Skills for Financial Modeling
Two free AI skills that build and review Excel models to CFI's Financial Modeling Guidelines
Download CFI’s Financial Modeling Skills for Claude
Two free AI skills that teach Claude to work the way CFI builds financial models. Add them to Claude once, and it can build new Excel models or review existing ones against CFI’s Financial Modeling Guidelines.
Enter your details below and your download will start right away. The download contains both skills. Unzip it, then upload each skill’s zip file to Claude.
These skills are provided by CFI Education Inc. for educational and informational purposes only, on an “as-is” basis without warranties of any kind to the extent permitted by applicable law. AI-generated outputs may contain errors or omissions and should not be relied upon without independent verification. CFI does not guarantee the accuracy, completeness or suitability of any models created or reviewed using these skills. Nothing provided through these skills constitutes financial, investment or other professional advice.
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What’s Included
- Build to CFI Guidelines: builds a new model (three-statement, DCF, LBO, budget or forecast) or brings an existing one in line with the guidelines: a cover with checks, inputs and drivers in one place, statements that link to schedules, consistent formats, and print-ready pages. It never changes your results without asking.
- Review against CFI Guidelines: scores how closely a model follows the guidelines, area by area, and lists every correction, most important first, with exactly where to find it.
Where They Work
The skills work in the Claude app and in Claude in Excel. The download includes setup instructions.
Built on CFI’s Financial Modeling Guidelines
The skills apply the same standards CFI uses to build the models in its courses, so your own models are laid out, formatted and checked the same way.
Go Further with the AI Finance Professional (AIFP™) Certification
These skills show what AI can do for a single financial model. CFI’s AI Finance Professional (AIFP™) Certification takes it across your whole role: build practical AI skills across finance workflows, deliver defensible analyses, and earn a verifiable credential that demonstrates your AI capabilities.
