This bundle equips you with practical, industry-relevant skills to integrate AI into modern finance workflows. Designed for today’s financial professionals, this program focuses on leveraging AI-driven tools to analyze data, streamline processes, and elevate decision-making.

Through hands-on learning, you’ll explore AI applications in financial statement analysis, scenario planning, risk assessment, and data-driven dashboard creation.

Courses Include:

• Introduction to AI in Finance
• Foundations of Machine Learning and Deep Learning for Finance
• Advanced Prompting for Financial Statement Analysis
• AI-Enhanced Financial Analysis
• AI-Powered Scenario Analysis
• AI for Excel Formulas
• Leveraging Generative AI for Risk Assessment

Disclaimer: Please note that throughout this course, we will be utilizing the free versions of ChatGPT and Claude to support learning activities, demonstrations, and exercises. These tools offer accessible and practical ways to engage with generative AI, but they may have certain limitations compared to their paid counterparts, such as slower response times or limited availability during high-traffic periods. Protection of Proprietary Information. Do not upload, share, or distribute proprietary, confidential, or legally restricted information on publicly available LLMs.

Upon completion of this bundle, you will:

• Master the use of AI for comprehensive financial analysis, including ratio analysis, vertical/horizontal analysis, and scenario planning.
• Explore AI’s transformative role in finance, focusing on risk assessment and delivering actionable insights.
• Learn best practices for AI-driven analysis and address challenges to maintain accuracy and adapt to evolving tools.
• Leverage AI tools in Excel to uncover domain-specific insights and access relevant formula guidance.
• Use AI tools to improve chart analysis, data visualization, and support for a range of Excel features.
• Streamline tasks in Excel, troubleshoot formulas, and evaluate the effectiveness of AI tools in improving productivity.
• Develop hands-on skills for using ChatGPT and custom GPT instances for data preparation, analysis, and scenario modeling.
• Master chain-of-thought prompting to streamline financial statement analysis, forecast earnings, and uncover actionable insights.
• Keep pace with AI innovations by integrating new tools and techniques to optimize financial workflows and deliver impactful results.