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Learn ChatGPT workflows for finance teams
Learn practical ways to use ChatGPT for recurring finance work such as variance commentary, reconciliation checklists, audit support, and executive summaries. Accounting assistants can use the examples to turn spreadsheet exports and close notes into clearer reports, follow-up questions, and standardized workbacks. You will leave with prompt patterns that fit month-end support, reporting, and day-to-day bookkeeping tasks.
AI Fluency: Framework and Foundations
Developed by Anthropic with professors from Ringling College and University College Cork, this course teaches the 4D Framework for productive human-AI collaboration: Delegation (deciding what to hand off to AI), Description (crafting effective prompts), Discernment (evaluating AI outputs critically), and Diligence (using AI ethically and safely). Two major sections cover AI fundamentals and hands-on practical skills across creative, business, and analytical tasks. Financial analysts can directly apply the Discernment and Diligence modules to evaluating AI-generated reports, flagging hallucinated data, and understanding where AI adds risk in regulated workflows. No prior AI experience required.
How Are You Getting Value Out Of ChatGPT As A Financial Advisor? - Kitces & Carl Ep 156
This beginner video helps Financial Planners in Finance learn How Are You Getting Value Out Of ChatGPT As A Financial Advisor? - Kitces & Carl Ep 156 with a practical focus on applying ChatGPT, Financial Planning, Financial Advisor to everyday work. Conversation format between two CFP practitioners - practitioner discussion of real use cases rather than a tutorial. By the end, learners will have a clearer understanding of how to use ChatGPT, Financial Planning, Financial Advisor to save time, improve quality, and complete common Financial Planner tasks with more confidence.
AI for Auditors: ChatGPT and Working with PDFs in 2025
This beginner video helps Compliance Officers in Finance learn AI for Auditors: ChatGPT and Working with PDFs in 2025 with a practical focus on applying ChatGPT, Audit, PDF Analysis to everyday work. Title: 'AI for auditors - ChatGPT and working with PDFs in 2025'. By the end, learners will have a clearer understanding of how to use ChatGPT, Audit, PDF Analysis to save time, improve quality, and complete common Compliance Officer tasks with more confidence.
AI and Machine Learning in Finance: Master AI-Driven Financial Insights
A comprehensive course on machine learning and AI applications in finance from GoLogica (professional training channel). Learn ML fundamentals for financial analysis, forecasting, risk assessment, and data-driven decision-making. Intermediate-level hands-on training for financial analysts and professionals building AI-powered financial workflows.