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Gen AI for Finance professionals - Practical & Handson demo
Highest Rated
Rating: 4.5 out of 5(10 ratings)
344 students

Gen AI for Finance professionals - Practical & Handson demo

You will learn book keeping, custom GPTs, prompt engineering, creating SOPs, data anlaysis and financial anlaysis
Highest Rated
Created byManish Gupta, Paul Siegel
Last updated 12/2024
English
English [Auto],

What you'll learn

  • Fundamentals of AI
  • Prompt Engineering techniques
  • Practical Use cases in accounting
  • Practical use cases for data anlaysis
  • practical use cases for research and automations
  • role of AI in Financial modelling
  • Data visualisation with AI
  • Other financial controlling tasks with AI

Course content

5 sections • 22 lectures • 3h 14m total length

  • Introduction the course & Module2:19

    Explore ai in accounting and finance with key terms, tool selection, and hands-on demonstrations in bookkeeping, financial analysis, and report writing, plus prompts, career development, and real-world use cases.

  • Key Terms in AI you must know16:16

    Differentiate AI versus generative AI, explain how large language models use tokens and context windows to generate text, and outline chat interfaces, APIs, and prompt engineering versus training for finance.

  • Farmwork to create your own Tool kits9:59

    Learn to create an AI toolkit and integrate AI into finance using the AI adoption framework, Pareto optimization, and tools for automation, dictation, and research.

  • Create your own AI tool kit depending on your objectives10:03

    Create your own ai tool kit for finance by learning to summarize financial reports and draft executive summaries using tools like Eye for That and Product Hunt.

  • How do you create effective Prompts18:57

    Master prompt engineering for finance by applying a five-step framework: profile, context, instruction, output, and examples—to craft clear prompts, reduce hallucinations, and optimize results.

  • Demonstration of Prompt engineering use cases16:17

    Demonstrates prompt engineering use cases for finance professionals, showing how to structure prompts with profiles, context, and guidelines across ChatGPT, and how to avoid hallucinations while exploring IFRS 15 workflows.

Requirements

  • No programming language required
  • Imagination and curiosity is all we need

Description

In today’s fast-changing world of finance and accounting, Artificial Intelligence (AI) isn’t just a buzzword – it’s a game-changer. But let’s be real: with all the talk around AI, it’s easy to feel overwhelmed or unsure about what it really means for you and your career. That’s where this course comes in.


This isn’t just about understanding AI – it’s about helping you navigate and thrive in this AI-driven landscape. We’re here to clear up the Fear, Uncertainty, and Doubt (FUD) that so often comes with new technology. By the end, you’ll not only know what AI can do (and what it can’t), but you’ll also feel empowered to make smarter, more strategic decisions in your role.


Let’s cut through the hype and get to what really matters. You’ll learn to spot genuine AI opportunities versus overblown buzzwords. In an industry where everything is changing fast, this skill is priceless. It means you can confidently leverage AI to enhance your work – rather than worrying about being left behind.


We’ll also tackle those big concerns head-on: What does AI mean for job security? Will it replace human expertise? Spoiler alert: It’s not here to replace you – it’s here to help you do your job better. AI can amplify your skills, automate the tedious stuff, and free you up for higher-value work that drives results.


This course is designed to give finance and accounting professionals like you the tools, insights, and confidence to adapt to the AI revolution. By understanding its potential and limitations, you’ll position yourself as a forward-thinking leader who’s ready to embrace change – not fear it.


So, if you’re ready to stay ahead of the curve, this course is your guide. Let’s demystify AI together and transform the way you approach your work – so you can stay relevant, competitive, and future-ready.

Who this course is for:

  • Accounting professionals
  • book keeping professionals
  • seasoned finance professionals looking to refresh their AI

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