ChatGPT/AI for Finance Professionals: Investing & Analysis
What you'll learn
- Learn how to use AI/ChatGPT for Basic/Quick/Advanced Financial & Research Analysis
- Learn how to use AI/ChatGPT for Qualitative Investment Research on any company
- Learn how to use AI/ChatGPT for Quantitative Investment Research on any company
- Learn how to use AI/ChatGPT for Creating, Forecasting and Analyzing Financial Models
- Learn how to use AI/ChatGPT for Valuing Companies
- Learn how to use AI/ChatGPT for Technical Analysis
- Learn exactly what to ask ChatGPT, Google Bard, Microsoft Bing Chat and Claude AI in order to get answers to all your research questions (many prompts included)
- Learn ALL aspects of finance and accounting from scratch in this comprehensive course (modeling, valuation, forensic accounting and much more)
Requirements
- No finance or accounting or investment or business experience is required to take this course as we teach ALL finance and accounting and business topics from scratch in many optional lectures.
Description
In this course you will learn how to use ChatGPT and other AI products to do investment research on any company, including in depth qualitative, quantitative research and financial and accounting research. In addition, we will teach you how to use ChatGPT and other AI products to help you create a financial model from scratch and how to value companies using 3 different valuation methodologies, plus technical analysis and so much more.
We provide you with 100 prompts and a comprehensive research document template and a 7 step financial model, which is EVERYTHING you need to do investment research on ANY company.
If you don't have finance or accounting or business experience, no problem as we teach you everything from scratch.
Here are the contents of this comprehensive course:
Section 1: Welcome and How to Take this Course
How to Take this Course (Research Report & Financial Model Templates Attached)
Section 2: AI/ChatGPT for Basic/Quick Financial Questions & Research Analysis
Intro to AI/ChatGPT for Basic Financial Research (What, Why & How of Section 2)
Tell ChatGPT/AI Products Who You are and How to Respond [“Role Prompting”]
Few Shot Prompting (Can Help with Basic Report Generation)
Chain of Thought Prompting
In Style Prompting
Structuring Your Data & Using Tables
Text Summarization
Side Note/ Risk with Using AI
Exercise on Getting Incredible AI Prompt Results
Answer to Exercise on Getting Incredible AI Prompt Results
Optional Quiz for Section 2
Section 3: Use AI/ChatGPT for Financial Statement Data Access (Great for Reports/Analysis)
Introduction to Financial Statement Data Access (What, Why & How of Section 3)
How to Use ChatGPT to Get Financial Data to Import to Excel, Google Sheets & PDF
How to Use Bing Chat, Bard & Claude to Get Financial Data to Import to Files
Exercise on Using ChatGPT to Get Access to Data
Answer to Exercise on Using ChatGPT to get access to Data
Optional Quiz for Section 3
Section 4: AI/ChatGPT for Comprehensive Questions/Analysis: Part 1: Qualitative Research
Introduction to Investment Research Using AI (Research Document Instructions)
Introduction to Investment Research Using AI (Excel Document Instructions)
Start of Qualitative Analysis and Assessing the Quality of the Management Team
Company History Analysis Using ChatGPT
Products and Services Analysis Using ChatGPT
Catalysts and Drivers Analysis Using ChatGPT
Cyclical and Secular Trends Analysis Using ChatGPT
Target Market Analysis Using ChatGPT
Competition Analysis Using ChatGPT
Production and Distribution Analysis Using ChatGPT
Suppliers and Components Analysis Using ChatGPT
Commodities Exposure Analysis Using ChatGPT
Research & Development Analysis Using ChatGPT
Intellectual Property Analysis Using ChatGPT
Lawsuits Analysis Using ChatGPT
Ethics Analysis Using ChatGPT
Customer Service Analysis Using ChatGPT
Recruiting and Retention (i.e., Stock Options) Analysis Using ChatGPT
Sales Strategy Analysis Using ChatGPT
Culture and Innovation Analysis Using ChatGPT
Porter 5 Forces Model Analysis Using ChatGPT
Product Lifecycle Analysis Using ChatGPT
Boston Consulting Group (BCG) Framework Analysis Using ChatGPT
SWOT Analysis Using ChatGPT
Mergers & Acquisitions (M&A) History and Strategy Analysis Using ChatGPT
General Corporate Strategy Analysis Using ChatGPT
Optional Quiz for Section 4
Section 5: AI/ChatGPT forComprehensive Questions/Analysis: Part 2: Quantitative Research
Start of Quantitative Analysis and Total Addressable Market (TAM) Analysis
Market Growth Analysis Using ChatGPT, Bard and Bing Chat
Market Share Analysis Using ChatGPT
Geographic Exposure Analysis Using CHatGPT and Bard
Vertical Exposure Analysis Using ChatGPT
Products and Services Analysis Using ChatGPT
Foreign Exchange Exposure Analysis Using ChatGPT, Bard and Bing Chat
Average Selling Price (ASP) and Volume Analysis Using ChatGPT
Cost of Production Analysis Using ChatGPT
Inventory Analysis Using ChatGPT
Lifetime Value of a Customer Analysis Using ChatGPT
Cost of Acquisition (CAC) Analysis Using ChatGPT and Google Bard
Customer Concentration Analysis Using ChatGPT
Shareholder Concentration Analysis Using ChatGPT
Number of Employees & Locations Analysis Using ChatGPT, Bard and Bing Chat
Insider Transactions Analysis Using ChatGPT
Global GDP Impact on Revenue Analysis Using ChatGPT
MAU and DAU Analysis Using ChatGPT, Bard and Bing Chat
Social Media Subscriber Analysis Using ChatGPT, Bard and Bing Chat
Optional Quiz for Section 5
Section 6: AI/ChatGPT for Comprehensive Questions/Analysis: Part 3: Financial Research
Introduction to Financial Analysis Using ChatGPT
Stock Details Analysis Using ChatGPT, Google Bard and Microsoft Bing Chat
Guidance Analysis Using ChatGPT, Bard & Bing Chat (Double Check AI's Results)
Revenue and EPS Expectations Analysis Using ChatGPT, Bard and Bing Chat
Historical Revenue Growth Analysis Using ChatGPT
Competition's Revenue Growth Analysis Using ChatGPT
Historical EPS Growth Analysis Using ChatGPT
Competition's Historical EPS Growth Analysis Using Google Bard
How Does An Income Statement Work?
How Does a Balance Sheet Work?
How Does a Cash Flow Statement Work?
Historical Gross Margin Analysis Using ChatGPT
Competition's Historical Gross Margin Analysis Using ChatGPT
Historical Operating Margin Analysis Using ChatGPT
Competition's Historical Operating Margin Analysis Using ChatGPT
Price to Earnings (P E) and Price to Revenue (P R) Explained
Historical P E and PEG Ratio Analysis Using Google Bard
Competition's Historical P E and PEG Valuation Analysis Using ChatGPT and Bard
Price to Revenue Analysis Using Bard
Competition's Price to Revenue Analysis Using ChatGPT and Bard 1
Analyzing Seasonality Using Bing Chat
Accounting Red Flags: Auditor Change Analysis Using AI Products
Accounting Red Flags: CFO Change Analysis Using ChatGPT
Accounting Red Flags: Accounts Receivable Versus Revenue Growth Using ChatGPT
Accounting Red Flags: Revenue Versus Deferred Revenue Growth Analysis Using Bard
Accounting Red Flags: Inventory Vs. COGS Growth Analysis Using ChatGPT
Accounting Red Flags: Earnings Restatement Analysis Using ChatGPT
Accounting Red Flags: Changes in Disclosure Analysis Using ChatGPT
Accounting Red Flags: Organic Growth Analysis using ChatGPT
Accounting Red Flags: GAAP Vs. Non-GAAP Changes Analysis Using ChatGPT
Accounting Red Flags: Changes in Revenue Recognition Analysis Using ChatGPT
Accounting Red Flags: Lawsuits Analysis Using ChatGPT
Accounting Red Flags: Other Accounting Issues Analysis Using ChatGPT
Optional Quiz for Section 6
Section 7: AI/ChatGPT for Comprehensive Analysis: Part 4: Financial Model & Forecasting
Introduction to Financial Modeling
25 Financial Modeling Best Practices Part 1
25 Financial Modeling Best Practices Part 2
Part 1 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude
Part 2 of Adding FInancial Data to Models With ChatGPT, Bard, Bing Chat & Claude
Forecasting Revenue
Forecasting the Financial Statements
Optional Quiz for Section 7
Section 8: AI/ChatGPT for Comprehensive Analysis: Part 5: Valuation & Target Price Forecast
Introduction to Valuation
Part 1 of Discounted Cash Flow (DCF) Valuation
Part 2 of Discounted Cash Flow (DCF) Valuation
Price to Revenue Valuation
Price to Earnings Valuation
Blended Average Target Price
Optional Quiz for Section 8
Section 9: AI/ChatGPT for Comprehensive Questions/Analysis: Part 6: Technical Analysis
Introduction to Technical Analysis
Technical Analysis Using ChatGPT, Bard and Bing Chat
Optional Quiz for Section 9
Section 10: Using AI to Create an Executive Summary of Our Research Report
Doing a One Page Executive Summary on Our Research Document Using AI
Everything you need to understand finance, accounting and business analysis from scratch using ChatGPT and other AI products is included in this comprehensive course.
See you in class; thanks,
Chris Haroun and Luca Anicin
Who this course is for:
- Anyone at any knowledge level that wants to learn how to use AI products like ChatGPT to do investment research on any company
- Corporate finance executives that want to take their investment research skills to the next level
- Anyone at any knowledge level that wants to learn how to become a better investor using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to do financial analysis using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to do qualitative research using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to do quantitative research using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to forecast financial statements using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how value companies using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to do forensic accounting research using AI products like ChatGPT
- Anyone at any knowledge level that wants to learn how to do financial technical analysis using AI products like ChatGPT
- Investment Bankers that want to take their investment research skills to the next level
- Retail investors that want to take their investment research skills to the next level
- Hedge Fund and Mutual Fund employees that want to take their investment research skills to the next level
Instructors
- 4.6 Instructor Rating
- 253,989 Reviews
- 1,532,279 Students
- 79 Courses
Award Winning Professor Featured in Forbes, NBC, Business Insider, CNN & Entrepreneur
Please join me for my weekly Office Hours Q&A on my YouTube channel every Thursday from 8am until 10am Pacific time. Here is my bio thanks:
Chris Haroun is the founder & CEO of the 300+ hour online Haroun MBA Degree Program®, an award winning business school professor, MBA graduate from Columbia University & former Goldman Sachs employee. He has raised/managed over $1bn in his career.
He also has work experience at hedge fund giant Citadel, consulting firm Accenture & several firms that he has started, including an investment firm that had a venture capital investment in Facebook several years before the Facebook IPO.
Chris has sold more than 2,000,000 of his online business & self improvement courses in 12 languages in 196 countries and his courses have been profiled in Business Insider, NBC, Inc, Forbes, CNN, Entrepreneur & on other business news websites. Chris is the author of the #1 best selling online business course called "An Entire MBA in 1 Course®” & many other courses.
He’s the author of the book "101 Crucial Lessons They Don't Teach You in Business School®," which Business Insider wrote is "the most popular book of 2016." Forbes called this book "1 of 6 books that all entrepreneurs must read right now."
He is a frequent guest lecturer at several Bay Area MBA schools including Berkeley & Stanford. He also has an undergraduate degree with a major in Management Information Systems & International Business from McGill University where he is a McGill University Dobson Fellow (awarded for his work mentoring students with start up business models).
He has founded several companies & served on the boards of several Bay Area companies & charities, including The LEMO Foundation & Providing Opportunities for Women. His #1 charitable focus is currently building schools in Rwanda and other countries, as well as continuing to provide many scholarships to students all over the world.
According to Business Insider "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education."
He is passionate about education as he believes that all problems can be solved via education. Chris lives in Hillsborough, California with his wife Christine and his 3 sons Andrew, Matthew and Dylan.
Chris lives by this quote: “Don’t expect to accomplish your dreams in life unless you help others accomplish theirs first.”
- 4.5 Instructor Rating
- 49,657 Reviews
- 406,549 Students
- 16 Courses
Meet Luka Anicin, an internationally recognized expert in AI and Machine Learning. He kickstarted his career as a Computer Vision Researcher and quickly became a leading Machine Learning Engineer at BlueLife AI. His entrepreneurial spirit led him to launch Scooby AI in 2020, and later sell it. Luka had an amazing opportunity to work in Photomath creating OCR algorithm for scanning mathematical tasks, that currently benefits over 280 million students worldwide.
Luka founded Datablooz, a global technical project consultancy, helping businesses harness the power of AI. As a passionate educator, he's guided over 500,000 students across 197 countries in understanding complex technical topics. Recognized by Google among the top 150 machine learning experts, Luka is a powerhouse of AI, focused on leveraging technology to transform businesses.
Let him be a part of your journey into the realm of AI and Machine Learning.