Generative AI for Finance Analysts

About this course

Generative AI for Finance Analysts

Generative AI for Finance Analysts is a practical course designed for finance analysts and finance professionals who want to apply modern artificial intelligence across financial analysis, financial modeling, forecasting, valuation, investment research, portfolio analysis, risk analysis, budgeting, M&A and strategic finance.

The course explores how Generative AI, ChatGPT, Claude, Google Gemini, Microsoft Copilot, large language models (LLMs), prompt engineering, Excel, Python, APIs, OpenAI and LangChain can support financial forecasting, DCF valuation, comparable company analysis, financial statement analysis, ratio analysis, investment research, portfolio management, stress testing, risk analysis, budgeting, cash-flow forecasting, M&A analysis, due diligence, capital structure analysis and financial reporting.

Rather than treating Generative AI as simply a writing or productivity tool, this course focuses on real-world finance analyst workflows.

Learners explore how AI can help analyze financial statements, forecast revenue and earnings, generate financial scenarios, prepare investment memos, create analyst reports, draft MD&A and risk disclosures, build DCF models, compare companies, analyze portfolios, identify financial red flags, support M&A analysis, evaluate capital structure and convert complex financial information into decision-ready narratives.

A major feature of the course is the dedicated 1000+ AI prompt library for Finance Analysts, covering earnings analysis, financial reporting, KPI dashboards, variance analysis, forecasting, budgeting, DCF valuation, comparable companies, LBO modeling, sensitivity analysis, risk, working capital, profitability, M&A, treasury, ESG, financial research and finance automation.

The objective is not simply to learn how to use an AI chatbot.

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