- Introduction to Generative AI: Overview of AI models like ChatGPT, Claude, Google’s Gemini, and their applications in finance.
- Automating Financial Reports: Learn how to automate financial reports such as income statements, balance sheets, and performance summaries.
- AI-Driven Forecasting: Predict future financial outcomes based on AI-generated models using real-time and historical data.
- Risk Management and Fraud Detection: Use AI to detect fraudulent activities, assess risks, and comply with financial regulations.
- Financial Analysis and Investment Research: Leverage AI for analyzing financial data, managing portfolios, and conducting in-depth investment research.
- Compliance Automation: Automate compliance reporting, audit preparation, and adherence to regulatory standards.
- Building Custom GPTs for Finance: A group project where participants design and present their own AI-powered financial tools.
- Ethical and Security Concerns: Understand the ethical and privacy considerations when deploying AI in financial operations.
Course Requirements
- To bring a personal laptop
- Windows or Mac laptop (no specific restriction)
- ChatGPT Plus subscription required
Level
Intermediate
Assessment
Group Projects; Hands-On Exercises; Final Assessment.
Certification
Participants who meet at least 75% of the required course attendance and attempt the assessment will be awarded the Certificate of Performance.