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Financial Modelling Using Generative AI
Rating: 3.9 out of 5(117 ratings)
577 students

Financial Modelling Using Generative AI

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

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 sections19 lectures1h 51m total length
  • Introduction to Financial Modeling with Generative AI4:57
  • 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.

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. 1+ hours of video tutorials

  2. 16 individual video lectures

  3. 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.