Dates and location
Hours
Dates and location
Hours
Description
This cutting-edge course explores the transformative potential of AI in finance, focusing on leveraging large language models (LLMs) for enhanced financial statement analysis. You will learn to harness the power of Chain-of-Thought (CoT) prompting techniques to conduct in-depth financial analyses, predict future earnings, and generate actionable insights. The course covers data preparation, key analysis tasks, financial ratio calculations, and the creation of custom GPTs for specialized financial analysis. By combining traditional financial expertise with advanced AI capabilities, students will gain a competitive edge in financial forecasting and decision-making.
Topics Include:
- Data Preparation
- Financial Ratios
- Chain-of-Thought Prompting
- Financial Analysis
- Challenges and Best Practices
Note: This course uses the publicly available version of ChatGPT. For learners who wish to apply what they learn to their own financials, please either use the Team or Enterprise version of the software. Do not upload, share, or distribute proprietary, confidential, or legally restricted information on publicly available LLMs.
Key Takeaways
Upon completion of this course, you will:
- Master the process of collecting, formatting, and preparing financial data for AI-driven analysis.
- Learn to break down complex financial statement analysis into specific tasks using Chain-of-Thought prompting.
- Develop proficiency in calculating and interpreting key financial ratios using AI tools
- Gain skills in using CoT prompting to predict future earnings and develop narrative insights from financial data.
- Conduct comprehensive financial analysis using GPT models and interpret results for actionable insights
- Create and configure custom GPT instances for specialized financial analysis tasks.
- Understand common challenges in AI-driven financial analysis and apply best practices for effective analysis and validation.
Who Will Benefit
This course is ideal for financial analysts, investment professionals, and finance professionals who want to enhance their financial analysis capabilities using cutting-edge AI technologies. It’s particularly suited for those looking to combine traditional financial expertise with advanced AI-driven analytical techniques to gain a competitive edge in financial forecasting and decision-making.
Prerequisite(s)
Before taking this course, participants should have a proficient understanding of how to read financial statements and a preliminary understanding of how to perform AI financial prompts.
Disclaimer
Most of CPA Ontario's 450+ on-demand courses are compatible with the mobile app. Unfortunately, this on demand course is not compatible. For the best learning experience, we suggest you use your computer.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Glen Hooper has more than 20 years of experience at the intersection of technology and corporate finance. His experience ranges from being a CFO in private equity-backed firms, finance automation, M&A, operational efficiency, driving innovation and modernization. Additionally, Glenn is an expert in using AI in financial technology implementation, fractional CFO services, and strategic advisory.