Training on AI in Finance: Automating Analysis and Predictions with ChatGPT

Module 1:AI Foundations and ChatGPT Applications in Finance

• Introduction to AI, machine learning, and generative AI

• Capabilities and business use cases of ChatGPT in financial operations

• Financial data types and structures (text, numeric, time-series)

• Ethical, compliance, and confidentiality considerations

• Setting up AI workflows using ChatGPT

Module 2:Automating Financial Analysis

• Automating ratio analysis and trend interpretation

• AI-driven financial statement review and insights

• Market and industry intelligence generation

• Building automated due diligence and company profiling tools

• Hands-on: Create an AI-powered financial analysis assistant

Module 3 :Forecasting and Predictive Analytics

• Fundamentals of AI-enabled forecasting

• Designing prompts for revenue, cost, and cashflow projections

• Predictive analytics for credit, investment, and operational risk

• Scenario and sensitivity modeling using AI techniques

• Hands-on: Build an AI-supported financial forecasting model

Module 4 :Workflow Automation and Reporting Optimization

• Automating budgeting, reporting, and reconciliation tasks

• Creating AI-driven compliance and audit support tools

• Integrating ChatGPT with spreadsheets and financial models

• Building financial chatbots for internal advisory

• Hands-on: Develop an automated monthly reporting workflow

Module 5:Enterprise Applications & Capstone Project

• Applying AI in banking, insurance, investment, and fintech

• Designing AI-enabled decision support systems

• Governance, bias management, and quality assurance

• Deployment options (APIs, dashboards, workflow automation)

• Capstone: Develop a functional AI finance solution for your organization