Udemy - Generative AI for Finance Analysts

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Free Download Udemy - Generative AI for Finance Analysts
Published: 4/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 4h 4m | Size: 454 MB
1000+ Actionable Prompts to Automate and Elevate Financial Workflows

What you'll learn
Understand what Generative AI is and how it applies to financial analysis and corporate finance
1000+ ready-to-use prompts tailored for finance analysts to automate key workflows
Learn the value proposition of GenAI for finance professionals across forecasting, reporting, and modeling
Gain hands-on experience with tools like ChatGPT, OpenAI APIs, LangChain, Claude, and Gemini
Integrate GenAI with Excel and Python to automate financial models and calculations
Master prompt engineering techniques specifically for financial use cases
Use GenAI to automate revenue and earnings forecasting, scenario planning, and macroeconomic modeling
Draft analyst reports, investment memos, risk disclosures, and MD&A sections with AI assistance
Build and simulate AI-powered DCF models, ratio analysis, and peer benchmarking
Automate quarterly earnings reports, dividend payout models, and cash flow forecasts
Perform real-time portfolio reviews, rebalancing alerts, and stress-testing scenarios using GenAI
Analyze income statements, balance sheets, and cash flows with AI-driven insights
Simulate M&A deal structures, synergy scenarios, and due diligence workflows
Develop finance-specific chatbots and research copilots using LangChain and API connectivity
Learn chain-of-thought prompting, token and temperature tuning, and response control
Discover how to interpret AI-generated outputs and ensure accuracy and compliance
Create personalized dashboards, red flag detection reports, and financial commentary with GenAI
Learn how to craft governance-aligned, audit-safe financial prompts for reporting and strategy
Become future-ready by integrating AI responsibly into the analyst toolkit and financial decision-making process
Requirements
Basic knowledge of financial concepts
Curiosity and willingness to experiment with AI tools like ChatGPT, Gemini
No prior experience with AI, machine learning, or coding is required
A curiosity to learn and explore how Generative AI can transform financial workflows
Description
The Generative AI for Finance Analysts course is a comprehensive, hands-on program designed to empower financial professionals with the tools, techniques, and frameworks needed to harness the power of Generative AI in modern financial workflows. Beginning with an introduction to what Generative AI is and its rapidly evolving role within financial services, the course explores how this transformative technology is reshaping forecasting, valuation, portfolio analysis, and financial communication.Learners will gain an in-depth understanding of the evolution of AI in finance and the specific value it offers to analysts-improving efficiency, enhancing insights, and reducing manual effort across reporting and decision-making processes. The course introduces cutting-edge GenAI tools such as ChatGPT, Claude, and LangChain, and demonstrates how they integrate with traditional tools like Excel and Python. Through practical lessons in prompt engineering and API integrations, students will learn how to build intelligent financial assistants, automate scenario modeling, and optimize capital structures using real-time data.Each module blends theory with practical examples, such as generating AI-powered earnings forecasts, drafting MD&A disclosures, performing DCF valuations, and simulating deal structures in M&A. From predictive text generation and horizontal analysis to building GPT-powered financial research copilots, the course equips parti[beeep]nts with the full skillset to navigate today's AI-driven finance environment. By the end, learners will be capable of automating red flag detection, creating portfolio summaries, running liquidity risk simulations, and drafting deal memos-all with AI.This course culminates in a unique library of 1000+ curated prompts for financial analysis, offering students a ready-to-deploy toolkit for maximizing the productivity and intelligence of their financial functions using Generative AI.
Who this course is for
Financial Analysts looking to automate forecasting, reporting, and valuation tasks using Generative AI
FP&A professionals seeking to streamline budgeting, scenario planning, and executive dashboards with AI-driven insights
Investment analysts and equity researchers who want to use AI for earnings analysis, peer benchmarking, and deal modeling
Corporate finance teams aiming to build faster, more accurate reports, memos, and decision support documents
Finance managers and CFO office teams exploring GenAI for narrative generation, board reporting, and capital allocation
Data-driven accountants and controllers who want to integrate GenAI into variance analysis, risk detection, and reconciliations
Fintech and finance transformation professionals seeking to develop finance-focused AI copilots and assistants
Financial consultants and advisors who want to leverage AI for client reporting, valuation summaries, and investment memos
Finance students and MBA candidates interested in gaining future-ready AI skills for high-impact roles in finance
Anyone in financial operations, treasury, or strategic planning eager to upskill in AI-powered financial workflows
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