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Showing 12 of 41 courses
in Finance
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YouTube
Video
How to Use ChatGPT as an FP&A Analyst (2025)
This beginner video helps FP&A Analysts in Finance learn How to Use ChatGPT as an FP&A Analyst (2025) with a practical focus on drafting variance commentary, building planning support, and speeding up recurring analysis. By the end, learners will have a clearer understanding of how to use ChatGPT, FP&A, Financial Planning to save time, improve quality, and complete common FP&A Analyst tasks with more confidence.
beginner
Finance
YouTube
Video
AI for CFOs: Where to Begin and What to Expect
This beginner video helps CFOs in Finance learn AI for CFOs: Where to Begin and What to Expect with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. 57-min depth is appropriate for executive learners. By the end, learners will have a clearer understanding of how to use ChatGPT, AI for Finance, CFO to save time, improve quality, and complete common CFO tasks with more confidence.
beginner
Finance
YouTube
Video
How to Use Chat GPT For Finance in 2026 (Beginners Guide)
This beginner video helps CFOs in Finance learn How to Use Chat GPT For Finance in 2026 (Beginners Guide) with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. Covers ChatGPT fundamentals, data analysis, GPTs, Canvas, search functionality, and projects. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Analysis, Data Analysis to save time, improve quality, and complete common CFO tasks with more confidence.
beginner
Finance
YouTube
Video
Analyse Financial Statements 10x Better with ChatGPT
This intermediate video helps CFOs in Finance learn Analyse Financial Statements 10x Better with ChatGPT with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. Practical application for CFOs needing AI-assisted financial statement review. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Statements, Data Analysis to save time, improve quality, and complete common CFO tasks with more confidence.
intermediate
Finance
YouTube
Video
How to use ChatGPT for Analysts (Real World Use Cases)
This intermediate video helps Investment Analysts in Finance learn How to use ChatGPT for Analysts (Real World Use Cases) with a practical focus on applying ChatGPT, Financial Analysis, Investment Research to everyday work. Teaches Excel, financial modeling, and investment banking skills using real public companies. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Analysis, Investment Research to save time, improve quality, and complete common Investment Analyst tasks with more confidence.
intermediate
Finance
Microsoft Learn
Course
Use Copilot in Microsoft Excel
This beginner course helps Ops Analysts in Finance learn Use Copilot in Microsoft Excel with a practical focus on applying Microsoft Copilot, Excel, Data Analysis to everyday work. Specific to the tool they use every day. By the end, learners will have a clearer understanding of how to use Microsoft Copilot, Excel, Data Analysis to save time, improve quality, and complete common Ops Analyst tasks with more confidence.
beginner
Finance
YouTube
Video
How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial
This intermediate video helps Risk Managers in Finance learn How to use AI to create project RISK REGISTER? Full ChatGPT Tutorial with a practical focus on applying ChatGPT, Risk Register, Project Risk to everyday work. Risk register workflow is core to Risk Manager role. By the end, learners will have a clearer understanding of how to use ChatGPT, Risk Register, Project Risk to save time, improve quality, and complete common Risk Manager tasks with more confidence.
intermediate
Finance
YouTube
Video
How This CFO Uses AI to Save 2+ Hours a Day | Ivo Hop
This intermediate video helps CFOs in Finance learn How This CFO Uses AI to Save 2+ Hours a Day | Ivo Hop with a practical focus on using AI to support financial planning, executive communication, and strategic analysis. High role fit: actual CFO explaining real daily AI use cases. By the end, learners will have a clearer understanding of how to use AI Tools, ChatGPT, Finance Leadership to save time, improve quality, and complete common CFO tasks with more confidence.
intermediate
Finance
Coursera
Course
Introduction to Generative AI in Finance
Finance managers can use this course to learn how generative AI supports financial analysis, forecasting, reporting, and decision-making. It focuses on practical finance workflows, helping you turn recurring analysis and presentation work into faster, more structured outputs that are easier to review with your team.
beginner
Finance
YouTube
Video
5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows
This beginner video helps Insurance Agents in Finance learn 5 AI Tools Every Insurance Agent Needs in 2025: ChatGPT, Claude & Zapier Automation Workflows with a practical focus on applying ChatGPT, Claude, Zapier to everyday work. Covers ChatGPT and Claude specifically for insurance copywriting and workflow automation. By the end, learners will have a clearer understanding of how to use ChatGPT, Claude, Zapier to save time, improve quality, and complete common Insurance Agent tasks with more confidence.
beginner
Finance
Microsoft Learn
Course
Empower your workforce with Microsoft 365 Copilot: Finance Use Case
This hands-on Microsoft Learn module walks finance professionals through real Copilot workflows: analyzing COGS and modeling What-If scenarios in Excel, summarizing meeting notes in Teams, evaluating vendor contracts and acquisition opportunities in Copilot Chat, creating executive PowerPoint presentations, and drafting feedback emails in Outlook. After completing the 13-unit module, you can apply these Copilot skills directly to financial planning, scenario modeling, and stakeholder reporting in your daily FP&A role.
beginner
Finance
YouTube
Video
Free Short Course: AI Ethics, Risk, and Compliance - Module 1
A focused introduction to the intersection of AI and compliance, covering ethical considerations, risk assessment frameworks, and governance principles for deploying AI in regulated financial environments. Essential for financial compliance officers understanding AI's role in compliance automation and risk management.
beginner
Finance