AI ChatGPT for Work, Business & Finance Modeling

Name: AI ChatGPT for Work, Business & Finance Modeling
Rating: 4.1 (450 reviews)

Learn ChatGPT, AI & DeepSeek for Work, Business, and Financial Modeling from a Top Instructor with 400K Students

Created byFinancial Literacy Academy

Last updated 8/2025

English

What you'll learn

Leverage AI tools like ChatGPT to optimize workflows, decision-making, and financial analysis
Apply AI to automate financial modeling tasks, streamline data analysis and forecast trends
Conduct risk assessments, scenario analysis, and predictive modeling
Improve efficiency in business and finance by automating reports, research, and insights using AI
Use AI to analyze markets, assess risks, and enhance investment strategies

Course content

9 sections • 50 lectures • 10h 12m total length

Course Intro and Structure6:33
MoneyStars Introduction2:07
What is AI?9:25
AI Tools Everyone Should Know (ChatGPT, DeepSeek, Bard, etc.)10:17
How AI is Transforming Work & Everyday Life14:26
Explore how AI transforms work and everyday life through real-world applications in finance, healthcare, retail, manufacturing, cybersecurity, and transportation, boosting efficiency, safety, and customer experiences.
How to Start Using ChatGPT & AI for Work9:25
AI Risks & Ethical Considerations9:19
Quiz: Intro

AI for Writing & Email Productivity14:45
Discover how to integrate AI into daily writing—from emails to reports and blogs—using ChatGPT to draft, refine, and speed up clear, well-structured communication.
AI for Organization & Digital Workflows12:44
Leverage AI to organize tasks, schedule meetings, summarize documents, and clean your inbox, using ChatGPT as a personal assistant to boost productivity in digital workflows.
AI for Research and Learning20:10
AI for Brainstorming and Idea Generation18:29
Top Digital Productivity Prompts1:02
Quiz: Digital Productivity

AI for Business Analysis and Report Summary16:25
Use ai powered research with ChatGPT to extract key data from the 10-q on the SEC Edgar database, summarize revenue and outlook, and compare Apple with Microsoft for business analysis.
AI for Industry Trends and Market Sentiment21:33
Use ai-powered tools like ChatGPT to analyze industry trends and summarize reports quickly. Conduct ai-driven competitive analysis, compare industries, and forecast growth with integrated financial data.
AI for Competitor and Market Research13:21
Summarizing Presentations and Long Documents15:35
Use AI tools to summarize long business documents—industry reports, investor presentations, and earnings call transcripts—into concise, actionable insights. Automate summarization and refine AI outputs for deeper market insights in minutes.
AI for Trend Analysis and Sentiment Monitoring: Google Trends16:09
Top Data Analysis & Research Prompts1:14
Quiz: Data Analysis

Intro: How to Use AI in Financial Analysis9:37
Discover how AI speeds up financial statement analysis, automates calculations, and compares companies while highlighting risks, enabling smarter interpretation and decision making in financial modeling.
AI for Financial Statement Analysis: Income Statement, Cash Flows, Balance Sheet16:42
Use AI tools to analyze income statements, balance sheets, and cash flow statements, extracting key insights quickly. Combine AI analysis with financial ratios and valuation metrics for accurate, time-saving insights.
AI for Business Valuation17:11
Comparing Financials Using AI18:30
Use AI tools to compare stocks by valuation multiples and profitability metrics. Assess financial health through debt levels, liquidity, and free cash flow to guide investment decisions.
AI for Risk Assessment11:38
AI’s Limitations in Financial Analysis15:04
Top Financial Analysis & Investing Prompts1:09
Quiz: Financial Analysis

Intro: AI for Financial Modeling8:17
Explore how ai transforms financial modeling by automating tedious tasks, generating structured models, and accelerating forecasting and calculations with real-time data and spreadsheet tools.
Building a Basic Model Using AI with Integrations19:55
AI for Forecasting, Predictive Modeling and Scenario Analysis22:39
AI for Automating Repetitive Calculations9:23
Automate repetitive financial calculations in a SaaS model with AI-generated, dynamic formulas for gross margin and quick ratio, replacing hard-coded values across years for instant insights and accuracy.
AI for Finding Data and Improving Assumptions12:10
Leverage AI to extract key financial data from SEC filings and benchmarks, refine revenue growth and expense forecasts, and automatically generate a data-driven financial model.
Creating Visuals for a Financial Model Using AI13:30
AI for Risk Assessment in Financial Modeling in Various Economic Contexts14:25
AI for Financial Model Optimization12:04
Quiz: Financial Modeling

AI for Workflow Automation9:16
Automating Reports and Presentations with AI12:20
Automate financial reporting and presentations using AI tools like ChatGPT and Copilot to extract insights from financial statements, generate reports, and create professional PowerPoint slides.
Using AI for Transcription and Meeting Notes12:42
AI for Business Data and Spreadsheet Automation14:08
AI for Business Communication and Professional Writing11:43
Learn to use AI to automate professional emails, generate proposals, and create persuasive sales and marketing copy, improving efficiency and client engagement.
Top Productivity & Automation Prompts1:12
Quiz: AI for Productivity and Automation

AI for Analytical Decision-Making12:37
Discover how AI-powered analytics transform business decision making by forecasting demand, optimizing pricing, and planning for growth with data-driven insights and real-time market trends.
AI for Sales, Marketing and Customer Engagement11:38
Discover how AI personalizes marketing, generates leads, automates sales, and powers AI chatbots and insights for faster, smarter customer engagement.
AI for Strategic Planning and Competitive Analysis12:37
AI Across the Organization15:17
AI for Risk Analysis & Decision Support14:54
Explore ai-powered decision support and risk management that use real-time data, predictive modeling, and scenario planning to improve forecasting and strategic decisions.
Quiz: Analytical Decision Making

Requirements

No prerequisites

Description

Discover how AI, ChatGPT, & DeepSeek can transform the way you work, analyze data, and make smarter decisions—whether in business, finance, or everyday productivity. Designed for anyone looking to save time and boost efficiency, this hands-on course will show you how to apply AI to automate tasks, improve workflows, and enhance financial modeling.

Created by a top-rated instructor with over 400,000 students, this course is packed with practical, real-world applications to help you streamline work, analyze complex information, and make data-driven decisions with ease.

What You’ll Learn:

Use AI tools like ChatGPT & DeepSeek to automate tasks and optimize workflows
Apply AI to financial modeling, forecasting, and decision-making
Generate professional reports, memos, and executive summaries effortlessly
Create and troubleshoot Excel formulas for data analysis & automation
Analyze business & financial data using AI-driven insights
Streamline repetitive tasks to maximize productivity in any field

Who This Course is For:

Professionals & Entrepreneurs – Optimize decision-making and automate business processes
Finance & Business Analysts – Enhance financial modeling and streamline reports
Investors & Students – Learn AI-powered research, analysis, and workflow automation
Anyone Looking to Work Smarter – Discover how AI can save time and boost productivity

Join thousands of students who have already benefited from my courses and see how AI can help you work faster, automate smarter, and make better decisions—no technical background required!

Who this course is for:

Familiarity with Microsoft Office including Excel and curiosity about AI

AI ChatGPT for Work, Business & Finance Modeling

What you'll learn

Explore related topics

Course content

Introduction7 lectures • 1hr 2min

AI for Digital Productivity5 lectures • 1hr 7min

AI for Data Analysis & Research6 lectures • 1hr 24min

AI for Financial Analysis & Investing7 lectures • 1hr 30min

AI for Financial Modeling8 lectures • 1hr 52min

AI for Productivity & Automation6 lectures • 1hr 1min

AI for Analytical Decision-Making5 lectures • 1hr 7min

Advanced AI Techniques for Workflows5 lectures • 1hr

Conclusion1 lecture • 8min

Requirements

Description

Who this course is for: