July 2026 Content Update
What's New @ CFI: July 2026
This month brings two new AI-powered practice labs for financial modeling, plus a new course and case study built for anyone working toward a career in equity research.
🤖 New Practice Labs: Building 3-Statement Models with AI
Two new practice labs walk you through building and formatting a full three-statement model with AI as your co-pilot — teaching you how to prompt effectively, review AI output critically, and stay in control of the model.
Drafting a 3-Statement Model with AI
Learn a five-element prompting framework and an intervention-timing approach to direct Claude for Excel through a full three-statement build from a real 10-K.
Formatting a 3-Statement Model with AI
Use screenshots of a reference model as visual prompts to direct AI toward firm-standard formatting — reviewing and approving each change before it's applied.
📈 New This Month: Sell-Side Equity Research
Sell-Side Equity Research
Walk through the full workflow of a sell-side analyst — building an investment thesis, deriving a price target, and writing research that institutional clients actually read.
Tesla Earnings Analysis — A Sell-Side Research Case Study
Step into the analyst seat on a real event: Tesla's Q1 2026 earnings. Work through the deck, consensus, and full call transcript to isolate one-time items and trace why the market reversed despite a headline beat.
Questions? Reach out to the CFI Customer Success team — we're here to help.