ChatGPT/AI for Finance Professionals: Investing & Analysis Syllabus

This course is designed for finance professionals seeking to integrate AI tools like ChatGPT into their investment analysis and financial research workflows. With a structured, hands-on approach, learners will progress through key modules covering prompt engineering, financial data retrieval, qualitative and quantitative research, financial statement analysis, modeling, valuation, and technical analysis. The curriculum spans approximately 12 weeks of part-time learning, with each module combining theory and practical application. Lifetime access ensures ongoing skill development in AI-enhanced finance.

Module 1: Introduction to AI in Finance

Estimated time: 3 hours

• Overview of AI applications in financial research
• Understanding the role of ChatGPT in finance
• Exploring other AI tools: Google Bard, Bing Chat, and Claude AI
• Real-world use cases of AI in investing and analysis

Module 2: Prompt Engineering for Financial Analysis

Estimated time: 4 hours

• Role prompting techniques for financial queries
• Few-shot and chain-of-thought prompting strategies
• Structuring data effectively using tables and AI
• Optimizing prompts for ChatGPT, Bard, and Bing Chat

Module 3: Accessing Financial Statement Data

Estimated time: 3 hours

• Using AI tools to retrieve financial data
• Importing data into Excel and Google Sheets
• Extracting and organizing data from PDF reports
• Validating AI-extracted data for accuracy

Module 4: Qualitative and Quantitative Investment Research

Estimated time: 8 hours

• Analyzing company history, management, and competitive landscape
• Applying SWOT, Porter’s Five Forces, and BCG Matrix with AI
• Evaluating total addressable market and growth trends
• Assessing customer concentration, insider transactions, and macroeconomic factors

Module 5: Financial Statement Analysis and Modeling

Estimated time: 7 hours

• Understanding income statements, balance sheets, and cash flow statements
• Identifying accounting red flags using AI
• Building financial models from scratch with AI assistance
• Forecasting revenues and financial statements using best practices

Module 6: Company Valuation and Technical Analysis

Estimated time: 5 hours

• Performing valuations using DCF, P/E, and P/R ratios
• Calculating blended average target prices with AI
• Applying technical analysis using ChatGPT and Bard
• Generating executive summaries of research reports

Prerequisites

• Basic understanding of financial statements
• Familiarity with investment concepts
• Access to ChatGPT or similar AI tools

What You'll Be Able to Do After

• Utilize ChatGPT and AI tools for financial research and analysis
• Conduct comprehensive qualitative and quantitative investment research
• Create and forecast financial models using AI assistance
• Perform company valuations using multiple methodologies
• Apply technical analysis and generate executive summaries with AI