Fundamentals of Gen AI Financial Analysis

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Fundamentals of Gen AI Financial Analysis

Instructor: Vasco Patrício

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3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

3 modules

Gain insight into a topic and learn the fundamentals.

Beginner level

Recommended experience

4 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

How Gen AI disrupts financial analysis, including information-heavy/repeatable/low-judgment tasks, and what remains human
Specific use cases and implementations for areas such as portfolio management, valuation, executive and board reporting, and more
How to prioritize implementation in workflows, and key considerations regarding hallucinations, biases, and others

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There are 3 modules in this course

Gen AI is redefining financial analysis. By taking care of information processing, analyzing information at scale and rapidly drawing insights and conclusions, Gen AI frees up analyst time for the tasks that matter the most. And, in this course, you will learn how to effectively leverage Gen AI to augment your financial analysis skills.

We'll explore how Gen AI unlocks faster processing of information, tailoring of communications for various stakeholders, generation and testing of various scenarios, and analyzing and drawing insights. You'll learn when to use (and not use) Gen AI, what are biases and risks to look out for, and what are best practices, as well. What makes this course unique is its intersection of Gen AI with financial analysis skills. By the end of this course, you will be able to leverage Gen AI to perform financial analysis faster and at larger scale, while maintaining quality, in this new age of Gen AI.

Covering how Gen AI changes the practice of financial analysis, including what is automated and what isn't, best practices, risks, use cases to prioritize, and more.

What's included

7 videos4 readings1 assignment

7 videosTotal 40 minutes

Course Introduction2 minutes
Module Introduction2 minutes
What Gen AI Changes in Financial Analysis7 minutes
Using Gen AI in Everyday Financial Operations8 minutes
AI-Assisted Investment Research and Valuation7 minutes
AI, Judgment and the Human Analyst12 minutes
Module Conclusion2 minutes

4 readingsTotal 40 minutes

Facilitating Communication10 minutes
Assisted Reasoning10 minutes
Creative Angles?10 minutes
How Would You Use It?10 minutes

1 assignmentTotal 30 minutes

Module-End Quiz30 minutes

Covering specific Gen AI applications for specific workflows and use cases within finance, in areas such as valuation, trading, investor communications, and more.

What's included

6 videos4 readings1 assignment

6 videosTotal 33 minutes

Module Introduction2 minutes
Gen AI for Financial Reporting and Commentary7 minutes
Gen AI for Risk Assessment and Scenario Analysis8 minutes
Gen AI for Portfolio Management and Client Insights6 minutes
Building Your Gen AI Finance Practice9 minutes
Module Conclusion2 minutes

4 readingsTotal 40 minutes

Gen AI with Templates10 minutes
A Stellar "Sparring Partner"10 minutes
Different Portfolio Angles10 minutes
Applying Judgment10 minutes

1 assignmentTotal 30 minutes

Module-End Quiz30 minutes

Reviewing the modules covered so far and closing the course.

What's included

1 video1 assignment

Instructor

Vasco Patrício

SkillsBooster Academy

4 Courses142 learners

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SkillsBooster Academy

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