Financial Modelling Using Generative AI

Name: Financial Modelling Using Generative AI
Rating: 3.9 (123 reviews)

Learn how to use AI tools like ChatGPT to automate financial modelling tasks and enhance your analytical efficiency.

Created bySimon Sez IT

Last updated 4/2026

English

English [Auto],Korean [Auto],

What you'll learn

Understand the fundamentals of financial statements.
Integrate ChatGPT to create and project financial statements efficiently.
Build and analyze common size income statements using AI for better insights.
Automate financial ratio calculations and improve analysis with ChatGPT.
Create real-time financial dashboards for data visualization and reporting.
Use ChatGPT to perform scenario analysis and sensitivity testing for forecasts.
Apply AI to advanced financial modelling techniques like Altman’s Z-score and DuPont analysis.

Course content

8 sections • 19 lectures • 1h 51m total length

Introduction to Financial Modeling with Generative AI4:57
Leverage generative AI to transform financial modeling, automating tasks, improving accuracy, and enabling AI-driven analysis across income statements, ratio analysis, scenario testing, and forecasting with ChatGPT-4.
READ ME: Essential Information for a Successful Training Experience0:55
Introduction, Benefits, and Applications of ChatGPT in Financial Modeling6:06
Leverage ChatGPT to automate data entry, standardize financial statements, and build common sized income statements, while generating insights, visuals, and robust projections for financial modeling.

Fundamentals of Financial Statements and ChatGPT Integration6:58
Explore the core financial statements—the income statement, balance sheet, and cash flow statement—and learn how ChatGPT automates data collection, calculations, and scenario-based projections to improve forecasting and decision making.
Creating Income Statements with ChatGPT6:00
ChatGPT-driven automation to build income statements from XYZ Corp data in Excel, calculating revenue, COGS, operating expenses, other income, taxes at 25%, and net income for 2021–2023.
Projecting Income Statements with ChatGPT8:25
Forecast future income statements for 2024–2026 using historical data and chatgpt-driven projections, detailing revenue growth, cogs, operating expenses, and other income and expenses.
Section Quiz

Building Common Size Income Statements5:22
Learn how generative AI automates common size income statements in financial modeling, using ChatGPT to convert each line item to a percentage of total revenue across years.
Analyzing Common Size Income Statements6:20
Learn how generative AI analyzes ABC Corporation's three-year common size income statements to identify revenue mix shifts, cost of goods sold improvements, lower operating expenses, and rising net income.
Section Quiz

Streamlining Ratio Calculations with ChatGPT5:08
Automate ratio analysis with ChatGPT to calculate liquidity, profitability, leverage, efficiency, and cash flow ratios from five-year financial statements in Excel, presented in a structured table.
Enhancing Financial Ratio Analysis with AI5:18
Discover how ChatGPT analyzes five-year financial ratios to reveal trends in liquidity, profitability, leverage, efficiency ratios, and cash flow for ABC Corporation.
Automating Financial Dashboard Creation5:32
Automate and speed up creation of financial dashboards with ChatGPT, extracting data from the financial ratios table and visualizing liquidity, profitability, leverage, efficiency, and cash flow ratios over five-year period.
Section Quiz

Performing Scenario Analysis5:51
Automate scenario analysis in financial modeling with ChatGPT using an Excel data set of revenue and cost scenarios to compute profits and guide decisions.
Conducting Sensitivity Analysis6:54
Explore automating sensitivity analysis in financial modelling using generative AI; ChatGPT varies price and quantity in an Excel model to reveal impacts on gross profit through a dedicated sensitivity table.
Section Quiz

Automating Altman's Z-Score Analysis7:59
Automate Altman's Z-score analysis using ChatGPT with a practical XYZ Corporation example, computing the five ratios to derive a Z of 2.854, interpret risk, and propose improvement strategies.
AI-Enhanced DuPont Analysis6:37
Explore how generative AI performs a DuPont analysis on ABC Corporation data, decomposing ROE into net profit margin, asset turnover, and equity multiplier, with interpretation and strategic recommendations.
Advanced Forecasting Using ChatGPT7:08
Leverage ChatGPT to enhance financial modelling with historical sales and expenses data, compute profits, forecast 2024–2028, and present results on a dedicated forecast sheet for insight and accuracy.
Section Quiz

Requirements

Basic knowledge of accounting principles is beneficial.
A basic understanding of artificial intelligence is helpful.

Description

In the Financial Modelling Using Generative AI course, you will learn how to integrate AI tools like ChatGPT into financial modelling processes to help automate routine tasks and enhance your analytical skills. This course provides a comprehensive introduction to financial modelling, focusing on leveraging AI to streamline complex tasks, such as creating financial statements, performing ratio analysis, and conducting scenario testing.

You will start by exploring how generative AI can assist in building and projecting financial statements, such as income statements, using real-time data and insights. As you advance, you'll learn to create and analyze common size statements and perform in-depth financial ratio analysis with the help of AI. The course also covers automating financial dashboards and conducting advanced scenario and sensitivity analyses.

By the end of this course, you will be able to automate various aspects of financial modelling, saving time and improving the accuracy of your forecasts and reports. This course is ideal for those seeking to enhance their financial modelling skills while learning to apply AI for more efficient and insightful decision-making.

In the course, you will be able to:

Understand the fundamentals of financial statements.
Integrate ChatGPT to create and project financial statements efficiently.
Build and analyze common size income statements using AI for better insights.
Automate financial ratio calculations and improve analysis with ChatGPT.
Create real-time financial dashboards for data visualization and reporting.
Use ChatGPT to perform scenario analysis and sensitivity testing for forecasts.
Apply AI to advanced financial modelling techniques like Altman’s Z-score and DuPont analysis.

This course includes:

1+ hours of video tutorials
16 individual video lectures
Certificate of completion

Who this course is for:

Professionals seeking to improve their efficiency and decision-making through the integration of AI tools in financial modelling.
Accountants who want to streamline financial reporting, ratio analysis, and scenario testing with generative AI.
Business analysts interested in leveraging AI to create dynamic financial dashboards and conduct sensitivity analysis.
CFOs and finance managers seeking to improve decision-making through automated financial forecasting and reporting.
Data analysts wanting to integrate AI into financial modelling for more efficient data processing and insightful analysis.
Those who want to stay updated with the latest AI tools and techniques.
Individuals who wish to simplify accounting processes.

Financial Modelling Using Generative AI

What you'll learn

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Course content

Introduction to the Course3 lectures • 12min

Automating Routine Tasks3 lectures • 21min

Building and Interpreting Common Size Statements2 lectures • 12min

Advanced Financial Ratio Analysis3 lectures • 16min

Scenario Analysis and Sensitivity Testing2 lectures • 13min

Advanced Analytics and Insights3 lectures • 22min

Conclusion1 lecture • 5min

Additional Training2 lectures • 11min

Requirements

Description

Who this course is for: