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Showing 12 of 37 courses
in Finance
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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
YouTube
Video
ChatGPT 101 - A Beginner's Guide for Mortgage Loan Officers
This beginner video helps Loan Officers in Finance learn ChatGPT 101 - A Beginner's Guide for Mortgage Loan Officers with a practical focus on drafting borrower communications, summarizing financial details, and improving client follow-up. Content covers: ChatGPT basics, use cases for loan officers, content creation, and practical applications. By the end, learners will have a clearer understanding of how to use ChatGPT, Mortgage Lending, AI Tools to save time, improve quality, and complete common Loan Officer tasks with more confidence.
beginner
Finance
Microsoft Learn
Course
Get started with finance agents
Learn how finance agents use Excel, Outlook, and Microsoft 365 Copilot to speed up reconciliations, collections work, and invoice-related tasks. This module is built for finance operations professionals who want practical ways to turn repetitive analysis and communication work into faster, cleaner workflows.
intermediate
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
Coursera
Course
ChatGPT for Project Management - Leveraging AI for Success
Master AI-powered project management with ChatGPT. Learn to use LLMs for project planning, timeline creation, risk analysis, and team coordination. This 3-course specialization from Vanderbilt teaches prompt engineering techniques to streamline planning, execution, and team collaboration using generative AI.
beginner
General
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
10 ChatGPT Practical Tips for Financial Analysts in 2025
This beginner video helps Financial Analysts in Finance learn 10 ChatGPT Practical Tips for Financial Analysts in 2025 with a practical focus on summarizing financial data, preparing commentary, and improving analysis workflows. 10-minute format ideal for busy analysts. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Analysis, Prompt Engineering to save time, improve quality, and complete common Financial Analyst tasks with more confidence.
beginner
Finance
Coursera
Course
AI for FP&A Automation & Modeling
Learn how to use AI to automate and improve FP&A workflows, from cleaning and standardizing messy financial data to building and extending financial models with AI assistance. The course shows how to write structured AI prompts for finance tasks, apply AI to anomaly detection and variance reconciliation, and build governance guardrails that keep AI-assisted outputs audit-ready and defensible. Designed for FP&A analysts and financial professionals adopting AI tools across budgeting, forecasting, and planning workflows — no coding background required.
intermediate
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
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
YouTube
Video
ChatGPT Prompts Every Tax Preparer Should Know for 2026
This beginner video helps Tax Accountants in Finance learn ChatGPT Prompts Every Tax Preparer Should Know for 2026 with a practical focus on applying ChatGPT, Tax Preparation, AI Prompts to everyday work. Prompt-focused format suits busy tax preparers who want quick practical wins. By the end, learners will have a clearer understanding of how to use ChatGPT, Tax Preparation, AI Prompts to save time, improve quality, and complete common Tax Accountant tasks with more confidence.
beginner
Finance