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CHAT GPT for FP&A
Rating: 4.1 out of 5(51 ratings)
752 students

CHAT GPT for FP&A

Mastering Chat GPT for Data-Driven Insights
Created byAsif Masani, Dhawal Parvatikar
Last updated 11/2024
English

What you'll learn

  • Understand how to use ChatGPT to analyze financial data efficiently, gaining insights that drive decision-making.
  • Learn to draft clear and insightful management commentaries, ensuring your messaging aligns with executive and stakeholder expectations.
  • Master scenario planning and competitor analysis using Chat GPT to explore different outcomes and position comparisons effectively.
  • Develop timelines, reports, and presentations quickly, using ChatGPT to streamline budget preparation and management reporting.
  • Explore annual reports in depth with ChatGPT, identifying key financial metrics and trends.
  • Apply 2x2 matrix analysis, create forecasts, and analyze profitability using ChatGPT to model various business scenarios.
  • Utilize ChatGPT to create impactful visuals, including waterfall charts, to present data clearly.
  • Leverage ChatGPT’s ability to build complex Excel formulas, making financial modeling more accessible.
  • Conduct essential analyses to evaluate costs, pricing, and sales volume effects on profitability.
  • Calculate NPV, IRR, payback period, and discounted payback, utilizing ChatGPT for efficient capital budgeting assessments.

Course content

7 sections • 27 lectures • 1h 7m total length

  • Analysis of an Annual Report - Part 11:55
  • Analysis of an Annual Report - Part 25:44

    Execute seven-step framework to analyze an annual report by understanding its parts, uploading the PDF to ChatGPT, summarizing MD&A, analyzing revenue and profits, assessing risks, and producing a PowerPoint slide.

  • Analysis of an Annual Report - Part 32:14
  • Ratio Analysis with Chat GPT - Part 10:39
  • Ratio Analysis with Chat GPT - Part 20:45
  • Ratio Analysis with Chat GPT - Part 34:38
  • Ratio Analysis with Chat GPT - Part 41:39

    Learn how to compute solvency ratios with ChatGPT, including debt to equity, debt ratio, and interest coverage, and verify results against Excel while refining prompts.

  • Ratio Analysis with Chat GPT - Part 50:36

    Calculate the ratios with ChatGPT and review the basic commentary on each ratio. Identify mistakes, prompt ChatGPT to correct them, and double check all outputs.

Requirements

  • No advanced programming or AI knowledge is required, as this course will cover ChatGPT’s applications in FP&A in a straightforward, practical way.
  • Familiarity with fundamental FP&A concepts, such as budgeting, forecasting, and financial reporting, will help in understanding the course material.
  • A general understanding of financial analysis, including interpreting financial statements, calculating profitability, and performing break-even analysis, is beneficial.
  • Basic Excel skills are recommended, as the course will involve using ChatGPT to create and work with Excel formulas and visualizations.
  • An open mind and enthusiasm for leveraging AI in financial tasks will enhance the learning experience, especially in adapting ChatGPT’s responses to real-world FP&A scenarios.
  • Students should have access to ChatGPT, preferably a paid plan, for hands-on exercises and direct experience in applying the tool to FP&A tasks

Description

This course, ChatGPT for FP&A: Mastering ChatGPT for Data-Driven FP&A Insights, is designed to equip FP&A professionals and finance enthusiasts with the skills to leverage ChatGPT for improved efficiency, data analysis, and decision-making. As AI rapidly evolves, knowing how to incorporate tools like ChatGPT into financial workflows has become a vital skill.


Throughout the course, you’ll learn how to use ChatGPT to streamline essential FP&A tasks, including data analysis, management reporting, budgeting, forecasting, and business case development. You'll gain hands-on experience with practical use cases, such as writing management commentaries, conducting scenario and competitor analysis, and preparing budget timelines—all with the support of ChatGPT.


Additionally, you'll explore advanced applications like creating complex Excel formulas, developing insightful financial visuals, and performing profitability, break-even, and price-volume mix analyses. The course also covers capital budgeting fundamentals, including NPV and IRR calculations.


Whether you're an FP&A professional looking to optimize workflows, a business analyst interested in AI applications, or a finance student wanting to gain a competitive edge, this course offers you the tools to apply ChatGPT to real-world financial scenarios. Unlock the potential of AI in finance and transform how you work with data, reporting, and financial insights.

This comprehensive course will empower you to enhance accuracy, efficiency, and strategic insight.

Who this course is for:

  • nalysts, managers, and other FP&A team members seeking to enhance their productivity and analytical capabilities using AI.
  • Individuals looking to transition into FP&A or strengthen their financial analysis skills by leveraging Chat GPT for streamlined reporting and data insights.
  • Professionals responsible for budgeting, forecasting, and data presentation who want to apply AI to improve accuracy and efficiency.
  • Those preparing to enter the FP&A field or finance-related roles who want to gain practical experience with modern tools like ChatGPT.
  • Consultants and business owners who want to use AI for financial decision-making, business case development, and competitive analysis without deep technical knowledge.
  • Individuals curious about how AI, specifically ChatGPT, can be applied to financial planning and analysis, even without an FP&A background

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