finance-engineer-course

The Finance Engineer Course

A hands-on Claude Code course for finance, ops, and admin professionals. No technical background needed — if you can write an email, you can do this course.

Six interactive modules (plus a bonus), each taught by Claude, inside Claude Code. You don't read about the tool — the tool teaches you, using realistic finance-team work: messy Slack threads, half-written emails, raw meeting notes, a general ledger with problems hidden in it.

Built by the team at Till CFO, who run their finance services firm on these exact patterns. Adapted, with gratitude, from the course framework of Claude Code for Everyone by Carl Vellotti — the original "learn Claude Code inside Claude Code" course.

Note: Every company and person in the course scenarios — Meridian Finance Partners, Brightline Ventures, and everyone who works there — is fictional. That's deliberate: you practice on realistic material without anyone's real data.

What's Inside

Module	What you'll do	Time
1 — Your First Day	Get comfortable; turn a messy Slack thread into action items; rescue a bad email draft	~20 min
2 — Communications Superpower	Triage an inbox; draft replies in your own voice	~25 min
3 — Meeting Machine	Prep briefs from thin calendar invites; turn raw notes into decisions + action items	~25 min
4 — Your Daily Patterns	Prioritize a real Monday task list; build your daily rhythm	~30 min
5 — Build Your OS	The capstone: your own workspace, memory file, writing voice, and first connected tool	~40 min
6 — The Finance Lens	Run an open-ended analysis on a general ledger and watch Claude find what's hidden in it	~25 min
Bonus — Going Deeper	Shortcuts, helpers, and where to take it next	self-paced

Also included:

• /gl-review — a finished, reusable skill that runs a first-pass review on any GL export (duplicates, miscodings, recognition flags, spikes). It's the Module 6 exercise, productized — and a working example of what you'll be able to build yourself after Module 5.
• What You Can Build — a catalog of the patterns the Till CFO team runs internally, as inspiration for your own builds.

Getting Started

There are two ways to run the course. Pick one — the course itself is identical in both.

Path A — Claude Code desktop app (recommended for most people)

No terminal involved.

1. Download the Claude Code desktop app for Mac or Windows from claude.com/claude-code and sign in with your Claude account.
2. Open the app and choose a folder to work in — your Documents folder is fine.
3. Paste these two lines (one at a time) into the message box:

/plugin marketplace add Till-CFO/finance-engineer-course
/plugin install finance-engineer-course@finance-engineer-course

4. Then type:

/start-1-1

Claude takes it from there. Each module ends by pointing you to the next one.

Path B — Terminal

If you're comfortable in a terminal (or just curious). Never opened one? Use the step-by-step terminal walkthrough — about 5 minutes, written for people who've never seen a blinking cursor.

The short version:

1. Install the Claude Code CLI per the instructions at claude.com/claude-code, then confirm it runs: open a terminal and type claude.
2. From any folder you'd like to work in (Documents is fine), type claude, then run the same three commands as Path A: the two /plugin lines, then /start-1-1.

Either path

To get course updates later: /plugin marketplace update finance-engineer-course.

Prefer not to use plugins? Clone (or download) this repo, open the repo folder — in the desktop app, or in a terminal with claude — and run /start-1-1. Everything works the same.

Questions / Feedback

Open an issue on this repo — we read them.

License

See LICENSE.md. You're welcome to take the course, share it with your team, and build on what you learn. Please don't resell or commercially redistribute the course materials themselves.