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The Complete Excel Course with AI Integration

Excel course for financial planners

For financial planners, advisers and paraplanners who model clients' savings, investments and retirement in Excel. This page picks out the parts of The Complete Excel Course with AI Integration that planning work uses: the WealthFlow investment and retirement simulator, the personal budget tracker it builds on, IF logic for rules tied to age, charts that explain a plan, and AI lessons with a checklist for what the AI returns.

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Taught by Sagnik Bhattacharya and Virginia Thorn

The Complete Excel Course with AI Integration: Sagnik Bhattacharya and Virginia Thorn

What you will be able to do

At work, you will be able to:

  • Project what a client's monthly investment grows to with FV, including a plan that steps up each year.
  • Show the effect of inflation by turning future values into today's money and planning withdrawals on a real rate of return.
  • Plan withdrawals in retirement and test how long the money lasts when returns come in lower.
  • Set out a client's income and spending with totals, averages, a summary by category and warnings in colour.
  • Explain a plan with charts a client can read: a line for growth, a combo chart on two axes and sparklines beside the figures.
  • Use ChatGPT or Claude to plan and build a workbook, and check each figure the AI returns before a client sees it.

Projects

What you will build.

The course has 14 projects. These four matter most here.

  • SIP and SWP retirement simulator in Excel (WealthFlow): withdrawal and investment plans beside four charts of corpus, withdrawals and portfolio growth over 30 years.

    Project 10

    WealthFlow

    A retirement plan that shows how long the money lasts.

    A client meeting's questions answered in one workbook: what a monthly plan with yearly step-ups grows to, its worth after inflation, how much can be withdrawn, and what happens if returns disappoint.

  • Personal budget tracker in Excel: spending by category with income, expense and saving totals beside a pie chart of expenses.

    Project 01

    Personal Budget Tracker

    Your first workbook: where the money goes each month.

    Where a plan begins: income and spending set out with totals and averages, warnings in colour, a summary by category and a calculator for a monthly investment.

  • Nine Excel chart types from the Marketing Engagement Dashboard: combo, bar, funnel, Pareto, waterfall, histogram, box and whisker, sunburst and treemap.

    Project 04

    Marketing Engagement Dashboard

    Nine charts, each picked for the question it answers.

    Charts a client can read at a glance, practised on marketing data: a line for growth over the years, a combo on two axes, and a waterfall from contributions to the final value.

  • Claude AI in Excel fixing a formula: the Claude panel explains the mistake in a unit cost column and edits the cells, beside the profit percentage column.

    Project 14

    Agentic AI in Excel

    AI finds and fixes the formula; you check it before it counts.

    Claude and ChatGPT as planning helpers: an analysis planned before it is built, a workbook analysed with Claude, and a QA checklist run on whatever the AI returns.

Lessons

The lessons that matter, in course order.

The Complete Excel Course with AI Integration has 186 lessons. This page picks out 34 of them, 2 h 54 min of video. Each lesson keeps its number in the course.

Where to start

Lesson 14 SUM and AVERAGE in Excel

Begin at Lesson 14 if you can enter data and write a simple formula: a client's budget comes before the plan. New to Excel? Begin at Lesson 1. If formulas and charts are familiar, go straight to Lesson 125, where WealthFlow begins.

34 of 186 lessons · 2 h 54 min

02 Project: personal budget tracker 5 lessons · 29 min The personal budget tracker: totals and averages, conditional formatting for warnings, a monthly summary by category, a pie chart of spending and an FV calculator for a monthly investment. A client's cash flow is set out the same way.
  1. 14 Start here SUM and AVERAGE in Excel Personal budget tracker totals and average expense 4 min
  2. 15 Conditional formatting in Excel Highlight rules, data bars and icon sets 3 min
  3. 16 Monthly expense summary in Excel Category totals for a personal budget tracker 7 min
  4. 17 Excel charts for beginners Pie chart of budget expenses by category 8 min
  5. 18 SIP growth calculator in Excel FV function for mutual fund investment growth 7 min
04 Essential formulas and functions (IF, SUMIF and more) 3 of 13 lessons · 14 min TRUE and FALSE tests and the IF function, the logic the retirement simulator later uses to stop contributions at a set age.
  1. 28 Logical functions in Excel TRUE and FALSE comparisons for beginners 5 min
  2. 29 The IF function in Excel Pass or fail results with a single condition 3 min
  3. 30 IF function practice in Excel Categorise sales data with IF formulas 6 min
06 Data visualisation: charts and graphs 9 lessons · 45 min Charts for explaining a plan: choosing the chart for the question, column, line and combo charts, formatting that makes them readable, sparklines, and the waterfall chart. The lessons chart marketing data.
  1. 48 Choosing the right Excel chart Column, line, pie, combo and modern chart types 4 min
  2. 49 Column charts in Excel Insert, format and label a column chart 5 min
  3. 50 Line charts in Excel Show trends over time with a line chart 4 min
  4. 51 Pie charts in Excel Show proportions and parts of a whole 4 min
  5. 52 Combo charts in Excel Column and line chart with a secondary axis 4 min
  6. 53 Formatting charts in Excel Titles, data labels, colours and chart styles 7 min
  7. 54 Sparklines in Excel Line, column and win-loss mini charts in cells 5 min
  8. 55 Funnel, Pareto and waterfall charts in Excel Modern charts for business data 5 min
  9. 56 Histogram, box and whisker, treemap and sunburst Advanced Excel chart types 6 min
10 Boosting productivity with AI in Excel (Copilot, ChatGPT and Claude) 6 of 17 lessons · 22 min AI with checks: a QA checklist for AI output, ChatGPT as an analysis planner, the COPILOT function in cells, Copilot guided help, Microsoft Stride building a workbook, and Claude analysing data and building spreadsheets.
  1. 99 Check AI output in Excel A quick QA checklist for Copilot results 2 min
  2. 100 ChatGPT as your analysis planner Plan an Excel analysis before you build it 3 min
  3. 101 COPILOT function in Excel Use Copilot as a formula inside your cells 4 min
  4. 102 Copilot guided help in Excel Step-by-step AI help inside Excel 3 min
  5. 103 Microsoft Stride for Excel The Office Agent that builds workbooks for you 4 min
  6. 104 Claude in Excel Analyse data and build spreadsheets with Claude 7 min
13 WealthFlow investment and retirement simulator 11 lessons · 1 h 5 min WealthFlow, the centre of this path: SIP and SWP explained, a step-up SIP table with FV, real values after inflation, withdrawals from a corpus with a stress test, and a lifetime retirement simulator with year and age columns, read through scenarios and turned into a dashboard with Claude.
  1. 125 SIP and SWP calculators What is an SIP, lump sum and compounding 6 min
  2. 126 SIP and SWP calculators What is an SWP, inflation and FIRE 6 min
  3. 127 WealthFlow SIP model in Excel Input assumptions, XIRR and monthly rate 6 min
  4. 128 WealthFlow SIP model in Excel Step-up SIP table and FV formulas 6 min
  5. 129 WealthFlow SIP model in Excel Real portfolio value, inflation and charts 7 min
  6. 130 WealthFlow SWP model in Excel Real rate, corpus and yearly withdrawals 6 min
  7. 131 WealthFlow SWP model in Excel Real corpus, stress test and SWP chart 5 min
  8. 132 Retirement simulator in Excel WealthFlow inputs, year and age columns 5 min
  9. 133 Retirement simulator in Excel SIP, withdrawal and portfolio formulas with IF 7 min
  10. 134 Retirement simulator in Excel Reading the results and retirement scenarios 5 min
  11. 135 Retirement simulator in Excel Claude builds the WealthFlow dashboard 5 min

Instructors

Who teaches it.

Virginia Thorn smiling at the camera, dark hair tied back, wearing a navy top.

Instructor, Excel with AI

Virginia Thorn

Emmy Award winner. Teaches Excel with AI at Coding Liquids.

Questions

Asked before starting.

Is there an Excel course for financial planners?

Yes. The Complete Excel Course with AI Integration from Coding Liquids has a project built around planning work: WealthFlow, which models monthly investing with yearly step-ups, inflation, withdrawals in retirement and a lifetime simulator with FV, XIRR and IF. This page adds the budget tracker, the charts for explaining a plan and the AI lessons: 34 lessons in all, 2 hours 54 minutes of the course's 16 hours.

Does the course cover financial advice rules or tax planning?

No. The Complete Excel Course with AI Integration teaches Excel, not financial planning: advice regulation, tax planning, insurance needs analysis and portfolio optimisation are not covered. WealthFlow is a calculation model for one person's investing and withdrawals; how you use it with clients follows your own rules and qualifications.

Can I build a retirement calculator in Excel?

Yes. In The Complete Excel Course with AI Integration WealthFlow builds one in steps: a SIP model with a step-up table and FV, an SWP model that draws from a corpus and is stress-tested, then a lifetime simulator with year and age columns where IF stops contributions once withdrawals begin. In the last lesson Claude builds a dashboard on the results.

Can AI help me prepare client plans in Excel?

It can help you build and check them. The Complete Excel Course with AI Integration shows ChatGPT planning an analysis before you build it, Claude analysing data and building spreadsheets inside Excel, the COPILOT function in a cell, and a QA checklist for anything the AI returns. The advice itself stays with you.

Excel with AI

See the whole course.

The Complete Excel Course with AI Integration: 16 hours of video in 186 lessons, built around 14 projects, with lifetime access, a Certificate of Completion and a 14-day money-back guarantee.

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