What you will learn in ChatGPT/AI for Finance Professionals: Investing & Analysis Course
- Utilize ChatGPT and other AI tools for basic, quick, and advanced financial research and analysis.
- Conduct qualitative and quantitative investment research on any company.
- Create, forecast, and analyze financial models using AI assistance.
- Perform company valuations using multiple methodologies, including DCF, P/E, and P/R ratios.
- Apply technical analysis techniques with the help of AI tools.
- Craft effective prompts to extract meaningful insights from ChatGPT, Google Bard, Microsoft Bing Chat, and Claude AI.
- Understand and analyze financial statements, identify accounting red flags, and assess corporate strategies.
Program Overview
Introduction to AI in Finance
⏱️1 week
Overview of AI applications in financial research.
Understanding the role of ChatGPT and other AI tools in finance.
Prompt Engineering for Financial Analysis
⏱️1 weeks
Learn techniques like role prompting, few-shot prompting, and chain-of-thought prompting.
Develop skills to structure data and use tables effectively with AI tools.
Accessing Financial Statement Data
⏱️1 week
Use ChatGPT and other AI tools to retrieve financial data for analysis.
Import data into Excel, Google Sheets, and PDFs.
Qualitative Investment Research
⏱️2 weeks
- Analyze company history, management quality, products and services, market trends, and competitive landscape using AI.
- Apply frameworks like SWOT, Porter’s Five Forces, and BCG Matrix with AI assistance.
Quantitative Investment Research
⏱️2 weeks
Evaluate total addressable market, market growth, share analysis, and financial metrics using AI tools.
Assess customer and shareholder concentration, insider transactions, and global economic impacts.
Financial Statement Analysis
⏱️2 weeks
- Understand income statements, balance sheets, and cash flow statements.
- Identify accounting red flags such as changes in revenue recognition, inventory discrepancies, and lawsuits using AI.
Financial Modeling and Forecasting
⏱️1 week
- Build financial models from scratch with AI assistance.
- Forecast revenues and financial statements using best practices.
Company Valuation Techniques
⏱️1 week
- Perform valuations using DCF, P/E, and P/R methods.
- Calculate blended average target prices with AI tools.
Technical Analysis
⏱️1 week
Apply technical analysis methods using ChatGPT, Bard, and Bing Chat.
Executive Summary Creation
⏱️1 week
Generate concise executive summaries of research reports using AI.
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Job Outlook
- Proficiency in AI-driven financial analysis is increasingly sought after in roles such as financial analysts, investment bankers, and portfolio managers.
- Skills in prompt engineering and AI tool integration can lead to opportunities in fintech, equity research, and corporate finance.
- Understanding AI applications in finance positions professionals to adapt to the evolving technological landscape of the industry.
Specification: ChatGPT/AI for Finance Professionals: Investing & Analysis
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