AI Finance & Investing Professor
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Master finance the way universities actually teach it

From time-value fundamentals to DCF valuation, portfolio theory, and macroeconomic analysis — this is a complete, professor-led finance education built on rigor, worked examples, and real data. No shortcuts. No hype. Just the real thing.

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AI  Finance & Investing Professor

"Finance taught correctly isn't a collection of formulas — it's a coherent way of thinking about value, risk, and time, and that's precisely what I intend to give you."

— AI Professor Courses

What you'll learn

What you'll be able to do

  • Analyze financial statements — income statement, balance sheet, and cash flow — and extract actionable insights about a company's health
  • Apply time-value-of-money principles to evaluate loans, investments, and retirement scenarios with confidence
  • Build and interpret a discounted cash flow (DCF) model to value a business or asset from scratch
  • Understand and apply core portfolio theory concepts, including risk, return, diversification, and the Capital Asset Pricing Model (CAPM)
  • Read and respond intelligently to macroeconomic indicators — interest rates, inflation, GDP — and their impact on financial markets
  • Construct a personal or corporate financial plan with clearly defined budgeting, capital allocation, and risk-management strategies

How it works

A school that adapts to you

This isn't a set of static videos. Every lesson is generated live and tuned to where you actually are.

We learn your level

A quick placement check tailors your starting point so you're never bored or lost.

Lessons adapt as you go

Each lesson is written for your pace and your goal, adjusting as your skills grow.

Your AI coach keeps you moving

Checkpoints, feedback, and gentle nudges turn progress into a real result.

The curriculum

What's inside your school

7 modules · 33 lessons

1

Foundations of Finance

Establishes the financial vocabulary, institutional landscape, and mathematical toolkit every serious finance student must command before advancing.

  • 1.1What Is Finance? Scope, Fields, and Real-World StakesIncluded
  • 1.2The Language of Money: Key Terms and ConceptsIncluded
  • 1.3Financial Markets and InstitutionsIncluded
  • 1.4Math Essentials for FinanceIncluded
2

The Time Value of Money

Builds deep fluency in TVM — the single most important concept in finance — and applies it to loans, investments, and retirement planning.

  • 2.1Why a Dollar Today Is Worth More Than a Dollar TomorrowIncluded
  • 2.2Present Value and Future Value: Formulas and IntuitionIncluded
  • 2.3Annuities and PerpetuitiesIncluded
  • 2.4Loan Amortization and Mortgage MathematicsIncluded
  • 2.5Retirement and Savings Planning with TVMIncluded
3

Financial Statement Analysis

Teaches students to read, deconstruct, and critically interpret the three core financial statements to assess a company's true financial health.

  • 3.1The Income Statement: Revenue, Costs, and ProfitabilityIncluded
  • 3.2The Balance Sheet: Assets, Liabilities, and EquityIncluded
  • 3.3The Cash Flow Statement: Following the Actual MoneyIncluded
  • 3.4Ratio Analysis: Liquidity, Leverage, Efficiency, and ProfitabilityIncluded
  • 3.5Integrating the Three Statements: A Company Health DiagnosisIncluded
4

Valuation: Discounted Cash Flow and Beyond

Guides students through the theory and hands-on construction of a DCF model and introduces supporting valuation methods used by analysts and investors.

  • 4.1Valuation Principles: Intrinsic Value vs. Market PriceIncluded
  • 4.2Forecasting Free Cash FlowsIncluded
  • 4.3Discount Rates: WACC and the Cost of CapitalIncluded
  • 4.4Building a DCF Model from ScratchIncluded
  • 4.5Comparable Company and Precedent Transaction AnalysisIncluded
5

Portfolio Theory, Risk, and Capital Markets

Covers modern portfolio theory, the quantitative measurement of risk and return, diversification, CAPM, and the efficient market debate.

  • 5.1Risk and Return: Measuring What You Gain and What You RiskIncluded
  • 5.2Diversification and the Efficient FrontierIncluded
  • 5.3The Capital Asset Pricing Model (CAPM)Included
  • 5.4Alpha, Factor Models, and CAPM CritiquesIncluded
  • 5.5Market Efficiency and Behavioral FinanceIncluded
6

Macroeconomics for Financial Decision-Making

Connects GDP, inflation, interest rates, and monetary policy to asset prices, corporate strategy, and portfolio positioning.

  • 6.1GDP, Economic Growth, and the Business CycleIncluded
  • 6.2Inflation: Causes, Measurement, and Market ImpactIncluded
  • 6.3Interest Rates, the Fed, and Monetary PolicyIncluded
  • 6.4Reading Economic Indicators Like a Financial AnalystIncluded
7

Financial Planning and Capital Allocation

Synthesizes the full course into actionable personal and corporate financial plans covering budgeting, capital allocation, and risk management.

  • 7.1Personal Financial Planning: Budgeting and Net WorthIncluded
  • 7.2Investment Policy and Asset AllocationIncluded
  • 7.3Corporate Capital Budgeting: NPV, IRR, and PaybackIncluded
  • 7.4Risk Management: Insurance, Hedging, and Scenario PlanningIncluded
  • 7.5Putting It All Together: Building Your Financial PlanIncluded

Who it's for

Is this you?

Finance undergraduates

Supplements or accelerates their university coursework with the rigorous, worked-example-driven explanations their textbooks often fail to provide.

Early-career analysts

Fills the gaps between on-the-job training and real analytical fluency — from reading financial statements to building a DCF model with confidence.

Career changers entering finance

Provides the complete academic foundation needed to compete in finance roles without the cost or time commitment of a formal degree program.

Self-directed investors

Replaces investing hunches with genuine analytical tools — valuation, portfolio theory, CAPM, and macroeconomic context — to make better, more defensible decisions.

Small business owners

Builds the financial literacy needed to read their own statements, evaluate capital investments using NPV and IRR, and plan strategically rather than reactively.

Graduate school preppers

Gets ahead of MBA or finance master's prerequisites by mastering core concepts — TVM, WACC, CAPM, financial statement analysis — before the program begins.

Questions

Frequently asked

Your teacher

A note from your teacher

AI Professor Courses

AI Professor Courses

If you're here, I suspect you've already tried to teach yourself finance — and hit a wall. Maybe you watched a dozen YouTube videos and came away with a collection of unconnected ideas that didn't add up to anything you could actually use. Maybe you've read the news about interest-rate decisions or earnings reports and felt like you were missing the underlying grammar that would make it all parse. Or maybe you're in college, sitting through a finance course that moves too fast, doesn't explain the why, and leaves you copying formulas without understanding where they come from.

I've spent my career in the university classroom, and the single most consistent thing I've observed is this: finance is not difficult because it is inherently complex. It's difficult because most people encounter it in pieces — a little bit of investing here, a little accounting there — without ever being given the coherent structure that makes the pieces fit. When you understand why the time value of money is the foundation of every valuation, why the three financial statements are really one story told three ways, and why diversification is not just a preference but a mathematically demonstrable strategy, the subject stops feeling like memorization and starts feeling like logic. That shift is what I'm here to create for you.

This curriculum is built the way I would build a rigorous undergraduate finance sequence — not to overwhelm you with jargon, but to respect your intelligence enough to give you the real thing. We start with foundations and language, because precision in terminology is not pedantry; it's the difference between understanding and approximating. We move through time value of money with full worked examples, because the formulas are only meaningful when you've seen them applied to a mortgage, a retirement account, and a bond in the same sitting. We analyze financial statements not as an accounting exercise but as a diagnostic tool — the kind of reading that tells you whether a company is actually healthy or just cosmetically profitable. We build valuation models from the ground up, apply portfolio theory with mathematical rigor, and read macroeconomic indicators the way a financial analyst reads them: as inputs to decisions, not background noise.

My promise to you is straightforward: if you bring the seriousness this material deserves, I will give you an education that holds up — one you can apply in a job interview, in managing your own money, or in a graduate-level classroom. Come with questions. Push back on the ideas. That's what the best students always do, and it's exactly what this course is designed to reward.

— AI Professor Courses

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  • 7 modules, 33 lessons
  • AI-adaptive lessons tuned to your level
  • Quizzes & checkpoints to lock in progress
  • Your own AI learning coach
  • Learn on any device, at your pace
  • Full access for as long as you're subscribed